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The promise, the problem

“Our findings suggest that technology-assisted self-monitoring of lifestyle behaviors and diabetes-related health indicators helped the study participants understand the importance and rationale of selecting healthy choices and behaviors, and helped to make sense of why certain lifestyles must be adopted to control blood glucose,” the researchers said in the study. “Health providers, such as diabetes educators, can incorporate this into clinical practice and encourage patients to adopt self-monitoring of their...

Changes are coming

Over the years Diabetic Investor has undergone several changes. While it seems hard to believe today there was a time long ago when Diabetic Investor was actually a print publication. Therefore in our continuing quest to enhance the value of your Diabetic Investor experience we are excited to announce some new features. 1. Ask Momma - That’s right Momma Kliff, long a favorite of subscribers now has her own forum. Given...

Guess we have too

Medtronic reported their fiscal first quarter results, so we are obligated to write something. Since Momma Kliff always said look for positives coming from a bad situation we should say that results could have been worse. Per the earnings release; “Diabetes Group first quarter revenue of $562 million decreased 5 percent as reported and high-single digit organic. Diabetes Group revenue performance was impacted by a delay in new patient starts on...

It’s an arm race and money is the weapon

Everyone pretty much knew that once the Teladoc/Livongo merger was announced it would set off an arms race in digital health. With Teladoc valuing Livongo at a whopping astronomical nutty $18.5 Billion everyone in the digital health space began uncorking champagne while doing the happy dance. These companies knew two things their already inflated valuations would get more inflated and it was time to go out and raise more money....

The Purple Unicorn

One of the greatest things about being a grandfather is watching the eyes of your grandchildren light up when you tell them a bedtime story. Now some grandparents like the classics while others realizing that these kids have no clue what’s real and what’s not use their vivid imagination and invent stories. Momma Kliff used to extoll her grandchildren with stories of the purple unicorn, a mythical beast that roamed...

What Happens When It’s Over?

It goes without saying that COVID has impacted nearly every aspect of our lives. It’s also obvious that our lives will never be the same because of COVID. No one really knows what the new “normal” will look like after COVID is gone and yes one day it will be gone. When is anyone’s guess but eventually it will be. Yet it's foolish not to look ahead and speculate a...

Which is the better con?

Momma Kliff used to say that if you have to keep explaining your actions then something isn’t right. Well judging by the how the folks at Livongo and Teladoc are acting something is rotten in Denmark. Each day since this $18.5 Billion merge was announced executives from both companies have been going to great lengths explaining why Teladoc paid $18.5 billion with added bonus of diluting existing Teladoc shareholders. Now to...

Lost in the excitement

First it was Teladoc merging with Livongo, next Ascensia offering a lifeline for Senseonics and finally Medtronic acquires Companion Medical. Of these three deals only the Medtronic/Companion deal seems to make sense. Teladoc merging with Livongo has a strategic rationale behind it but Teladoc is vastly overpaying for Livongo. Yet the Ascensia lifeline to Senseonics remains a mystery. Let’s be very clear here there is nothing wrong with Eversense sensor. The...

What this could be

First before we get into the gist of today’s post we need to issue somewhat of a correction. Yesterday in our post “Tyler is growing up” we stated that Bigfoot had yet to submit their connected cap covers to the FDA. According to the Bigfoot CEO Jeff Brewer this is inaccurate as the 510k was submitted last month. So we stand corrected and wish Bigfoot good luck at the FDA....

Are we having fun yet?

Before we get started let’s review some facts regarding the proposed Livongo Teladoc merger and notice we said proposed merger as this is far from a done deal. 1. The Street hates this deal. The trading isn’t over yet but again today shares in both companies continue to sell off. 2. No one inside the diabetes community can believe Livongo pulled this off as they like us knew this house of cards...