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The Sanofi Theme Song and other items

We’re not sure if they have one or not but we think Sanofi needs a theme song. Now there are a host of possibilities for our wine drinking friends but after learning that Zealand Pharma is abandoning their partnership with the company we think we found the perfect song – Another One Bites the Dust by Queen. Yes, this classic Queen hit is perfect for Sanofi. Zealand joins a long and...

Let’s Make A Deal

Back in the day one of our favorite TV shows, yes, we watched live TV back then, was Let’s Make A Deal hosted by Monty Hall. Anyone who remembers this classic show will recall how participants could choose from door number 1 through 3 receiving anything from a new car to a can of spam. We thought of this show when Livongo announced they had signed a deal with Abbott,...

Happy Birthday

Yes, today is Momma Kliff’s birthday so in honor of Mom’s birthday let’s provide her unique perspective on some of things going on in our wacky world. On the sky-high valuations of so many of the device companies – “Never underestimate people’s belief that the sun will shine forever.” All the insulin pump wannabes – “Just because something can be made doesn’t mean it should be made.” Tyler – “The greatest gift I...

Too many choices?

Yep patient choice in the insulin pump space sure is being stifled. Let’s count’em up – Medtronic – Tandem – Insulet are available here in the US – Roche has begun selling the Solo in Europe and we have Onduo – CellNovo – Bigfoot – Lilly -all working on their own way cool whiz bang systems. It seems you can’t swing that poor dead cat without hitting an insulin pump...

Nice theory

This morning Ypsomed and the JDRF announced a new partnership, per a press release; “Burgdorf/New York – JDRF, the leading global organization funding type 1 diabetes (T1D) research, has announced a partnership with Ypsomed, a Switzerland-based developer and manufacturer of injection and infusion systems, as part of JDRF’s Open-Protocol Automated Insulin Delivery (AID) Systems Initiative. The objective of the project is the development and regulatory approval of the next-generation mylife™YpsoPump® insulin...

It will take more than a fancy design

With each passing day it seems like we have a new company jumping into the diabetes device pool. Lilly, and OnDuo are working on way cool whiz bang insulin pumps. There are a host of companies developing a Tyler. Plus, heavens know how many CGM companies working on something that is just as good as what Dexcom already has. Throw in all the way cool whiz bang apps that are...

What Next?

Well it’s Friday and before we hit the weekend and do another triathlon it’s time to speculate a little. Will Abbott do something to keep the Libre in the CGM game? Will Apple do more than just partner with diabetes device companies? Will Google be content to be Dexcom’s partner or will they pull the trigger and buy the company? While they would never admit it publicly we have a feeling...

Onward and Upward?

Yesterday Dexcom upped the ante in the race for leadership in the expanding CGM space. While terms were not disclosed the acquisition of TypeZero is already paying off as shares of Dexcom continue their surge upward. Yep this company once given up on by almost every analyst is now on a roll. The G6 is off to a great start, CGM adoption continues to increase, they have multiple partners who...

Outstanding Move

This afternoon Dexcom announced they have acquired TypeZero. Per a company issued press release; “DexCom, Inc. (NASDAQ:DXCM), the leader in continuous glucose monitoring for people with diabetes, announced today that it has acquired TypeZero Technologies, Inc. (“TypeZero”). TypeZero’s offering includes the inControl diabetes management system, designed to provide personalized diabetes management solutions including technology to automatically adjust and regulate insulin delivery.” While there is a plethora of insulin dosing algorithms we have...

Irrational Exuberance

Back in 1996 then Federal Reserve Chairman Alan Greenspan stated; “But how do we know when irrational exuberance has unduly escalated asset values, which then become subject to unexpected and prolonged contractions as they have in Japan over the past decade?” Looking at the performance of various diabetes device companies we can’t help but wonder if Mr. Greenspan’s comments might not apply today. Look at how some of these stocks are...