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A lesson learned?

As we approach the annual ADA conference one has to wonder if history is getting ready to repeat itself. Looking at how Tandem (NASDAQ: TNDM) continues to power ahead many have asked is it possible for the company to meet ever increasing expectations. There is no question Tandem has the big MO on their side as analysts are now falling all over themselves to jump on the Tandem bandwagon. It...

Rolling along

Momma Kliff taught us many things over the years but one thing she never told us was to be shy. Yes, she noted there are times to sit back and enjoy the ride but there are other times when it’s ok to toot your own horn. Or as she “Heck if you don’t do it who will”. Well today we take great enjoyment over how well Dexcom (NASDAQ: DXCM) is...

Not much fun

While the toy makers are enjoying a pretty good run these days the same cannot be said for insulin companies. On a year to date basis shares of Lilly (NYSE: LLY) are up just under 2%, Sanofi (NYSE: SNY) down almost 10% and Novo Nordisk (NYSE: NVO) down almost 17%. Novo shares were hit hard at the end of last week when a report in Danish newspaper stated the company...

Time Running Out

Ok here we are about two weeks from the start of the ADA annual conference in steamy Orlando which means two things. First prepare yourself to get bombarded with news stories about lots of way cool whiz bang toys and second TIME IS RUNNING OUT TO ORDER OUR SPECIAL REPORT. While there isn’t much you can do about the former there is something you can do about the later. Let’s keep...

This isn’t really news – YET

According to several reports Amazon is the latest company to have a super-secret move into healthcare and healthcare technology. This really should surprise no one as Amazon is not alone in their efforts to transform healthcare. It has been widely reported that Apple, another tech titan, has efforts underway as well as their neighbors in Silicon Valley Google. It’s also not surprising that all three of these tech titans are...

The only number that matters

Yesterday Medtronic (NYSE: MDT) held their annual analyst and investor day which of course included an overview and outlook for their diabetes franchise. While much was said the most telling fact to come out of the presentation was found on slide 16 which noted that the company’s market share from 2012 through 2018. A share which only once went below 60% (59% 2016) and now stands at 73%. The company...

An Apple A Day

Yesterday our friends in the Apple orchard unveiled some new features for their upcoming iOS12 operating system which will be released sometime in the fall. Among the enhancements will be improved presentations of health information. It is not known from the information available if any of these enhancements are directly related to diabetes such as a user’s glucose information but we suspect they will be. Apple has been very public...

Some Random Thoughts on a Monday

First let’s congratulate the folks at Insulet (NASDAQ: PODD) as this morning the FDA approved the DASH. Per a company issued press release; “Insulet Corporation (NASDAQ: PODD) (Insulet or the Company), the leader in tubeless insulin pump technology with its Omnipod® Insulin Management System (Omnipod System), today announced FDA 510(k) clearance of the Omnipod DASHTM Insulin Management System (Omnipod DASH). This clearance lays the foundation for a steady cadence of innovation...

Something for the REAL Tyler

Some people have asked why I named the CGM-App-“Smart” Insulin pen system a Tyler well that happens to be the name of my incredible grandson. What you think I just pulled the name out of thin air? Anyway, on July 1st I’ll be doing the New York Triathlon in his honor and has become the custom when I do one of these events I am raising money for a very...

Buy, Sell, Hold or Short

There is a select group of publicly traded companies which are pure plays in diabetes. Three of the most notable are Tandem (NASDAQ: TNDM) and Insulet (NASDAQ: PODD) in the insulin pump market and Dexcom (NASDAQ: DXCM) in CGM. Before we go further yes, it is true that the OmniPod does deliver other drugs but this segment of the business continues to be a work in progress. Looked at on a...