Uncategorized

A Closer Look

When it comes to quarterly earnings there are a host of variables which impact results. Timing is a huge variable as results are always compared to the results over the same period one year ago. A “bad” quarter one year ago can make a “good” quarter this year seem even more impressive. While we won’t say that is the case for the results released by Medtronic this morning it does...

Hurry up and wait

Well more good news for Novo Nordisk as the company released data from their PIONEER 5 a phase 3a trail for the oral version of semaglutide which per a company issued press release: “The trial achieved its primary objective according to the primary statistical approach by demonstrating statistically significant and superior reductions in HbA1c with oral semaglutide compared to placebo at week 26. Furthermore, people treated with oral semaglutide achieved statistically...

The Play

As we head into the weekend it’s time we set some things straight. Earlier this week CNBC wrote; “Apple has a team exploring a custom processor that can make better sense of health information coming off sensors from deep inside its devices, job listings show.” Although the piece did not specifically mention CGM technology it has been widely reported that Apple is working in this area. An effort based on the technology...

Education in the whiz bang age

This weekend the most dedicated people in diabetes will gather in Baltimore for the AADE conference. Year after year these amazing people gather to see all the latest toys in the toy chest, learn about all the new drugs and share insights into how they are impacting the lives of the patients they work with. Although we cannot be with them this year we are there in spirt as being...

Data alone won’t do it!

Yesterday the major tech companies agreed to make it easier to share health related data. Per a story in today’s Wall Street Journal; “Major tech companies committed Monday to removing technological barriers that have hindered patient and provider access to healthcare data online.” Naturally this is being hailed as a major achievement, that this data sharing will result in better patient outcomes and lower overall costs. This really isn’t that big...

What about everyone else?

There is no question in our mind that over the next 18 to 24 months we are going to see some major advancements for insulin using patients. Thanks to Dexcom and Abbott CGM technology has become not just more patient friendly but also more patient accessible. Thanks to Medtronic and Tandem insulin pump technology is advancing ever closer to a true closed loop insulin delivery system. Thanks to TypeZero and...

The real battlefield

Back in the day when it came to determine the winners and losers in the diabetes drug sector it was science that normally won the day. These companies spent millions to prove their drug outperformed what was being offered by their competition. The balance of power rested in the hands of the drug companies not in the hands of payors. This began to change when diabetes drugs became commodities in combination...

The high cost of arrogance

It’s no secret that no one likes to lose. As Momma Kliff used to say; “Losing is part of life. This does not mean you have to like it but you do have accept it and hopefully learn from it.” Well it seems the wise words of Momma Kliff are falling on deaf ears in our wacky world. Word is spreading that the Google/Sanofi partnership is in very rocky shape...

Is there a way up?

After looking at the results Novo Nordisk released this morning we’re beginning to think their corporate communication team is going to need a class in creative writing. Look at this passage from this morning’s earnings release; “Sales of insulin in North America Operations decreased by 17% in Danish kroner and by 7% in local currencies. The decline in sales in the USA in the basal insulin segment was mainly driven by...

Lost in the valley

We can’t point to a day or event which signaled that companies like Apple, Google and Facebook were making the deep dive into the diabetes. In the beginning and to some extent still today these efforts were considered super-secret. Google was the first high-tech cash rich company to go public with their efforts when they announced the partnership between their life sciences unit Verily and Dexcom and then Sanofi. Apple hasn’t...