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Another wacky week

Well it’s Friday and here in Chicago there’s dancing in Grant Park as the lollapalooza festival music gets underway. Yet Chicagoans aren’t the only people doing the hippy hippy joining them are our friends in that beautiful city of San Diego. Both Tandem and Dexcom reported better than expected earnings sending Dexcom shares soaring and further building on Tandem’s incredible run. Over the past six months shares of Dexcom have increased...

Round and round, we go

After Tandem and Dexcom reported stronger than anticipated second quarter growth everyone just assumed that Insulet would follow suit. Shares of the company were up strong today over 4%. Well so much for assumptions as Insulet has revised their full year guidance downward. Per the earnings press release; “For the year ending December 31, 2018, the Company is revising its revenue guidance to a range of $547 to $562 million, representing...

The March Towards Obscurity

“Moving to our Diabetes franchise, sales declined by 12% in the quarter. This was consistent with our 2015, 2018 guidance. Similar to prior quarters, we achieved good growth in Emerging Markets and stable sales in Europe, but this was more than offset by a 30% decline in U.S. sales due to pricing pressure and the loss of Part D business.” This quote comes from our good friend Olivier during Sanofi’s earnings...

Never a doubt

Before we get into the gist of the Dexcom results which they released this afternoon we would be remiss if we did not acknowledge the incredible contribution Terry Gregg has made not just to Dexcom but to the diabetes industry. There is no question that Terry has earned his spot on the Mount Rushmore of diabetes. We often note that anyone can make a toy but it takes real talent to...

A long time ago in a galaxy far far away

While it seems improbable today there was a time when Apple, yes Apple was on the brink of going under. Way back in the day it was Microsoft that ruled the tech world while Apple was struggling. The situation was so bad that Microsoft considered throwing Apple a life line to stay afloat. Apple back then like today had a loyal following it was just a very small loyal following. Fast...

Alive and kicking

While we aren’t sure we would call it a fair fight there is no question that Tandem is alive and kicking. Looking at the earnings announcement and listening to the corresponding call a few points come to mind; 1. Tandem is now financially secure and this security is helping sales. 2. The company has a robust pipeline which should drive further growth. 3. The company should send a bouquet of flowers and some...

So what?

At some point everyone will need to accept some pesky facts. 1. CGM technology is still in it’s infancy and hasn’t come close to it’s full potential. 2. Insulin using patients or should we say highly engaged patients are the low hanging fruit for CGM. 3. Now that we have two systems that are very patient friendly, i.e. no calibration, simple painless insertion and longer sensor life there is no need to do...

It has to be stupid

Whether the toy makers realize it or not the key to getting their toys played with is to make the toy as easy to use as possible. This ease of use does not just mean things like easy insertion of a sensor as Dexcom has done with the G6 or Abbott has done with the Libre. It goes beyond not having to calibrate either of these sensors. When it comes...

A Revolution?

Yesterday we noted that Roche was getting set to launch their Solo patch pump. We also noted that there are a host of companies also jumping into the insulin pump pool. Yes, everyone seems to believe they have built a better mouse trap. Each time an insulin pump newbie enters this highly competitive market they state they will do something that has never been done before; increase pump usage for...

Dear Olivier and Serge

Let’s get this out of the way right now WE ARE ENCOURAGING YOU TO SHARE WHAT YOU ARE ABOUT TO READ. As everyone knows the “high” out of pocket cost of insulin has received a great deal of attention. Although this “problem” is not as large as many think it does exist. Unfortunately for all the insulin companies the narrative has been set and they are the bad guys. They...