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Correction

Just a quick correction as the Novo study compared oral semaglutide to Jaradiance not Januvia -we had the right company with Lilly but wrong drug - sorry about that as this is what happens when you trust spellcheck -...

The Early Line

With the annual ADA confab only, a few weeks away an early betting line is emerging as to what the BIG story will be. Should form follow function the biggest story coming out of the show will be a story that happens at the show that no one saw coming. Throwing away these unanticipated/surprise events we do see some stories dominating the news cycle while we’re in steamy Orlando. Yesterday Novo...

It’s good to be the king

For all the reported issues facing Medtronic (NYSE: MDT) the company when it comes to diabetes anyway these issues aren’t hurting results. Per the results released this morning; “Diabetes Group worldwide fourth quarter revenue of $645 million increased 26.0 percent, or 21.3 percent on a constant currency basis.” In a surprise move the company noted they now have over 70,000 patients on the 670G, typically the company is silent when...

Must be something in the air

Just this morning we noted how many of the newbies to our wacky world lack historical perspective. We noted that unlike us old guys they do not look at a product or concept and think gee haven’t we seen this before. Unlike veterans they think wow this is way cool and will definitely make a major impact. Whereas we look and laugh thinking yep we’ve seen this movie before and...

Been there, done that

To us it seems like yesterday but with so many newbies now in the wacky world we sometimes forget that these newbies don’t know the history of our wacky world. Therefore, it is difficult if not impossible for them to add historical context to what is going on around them. The fact is the diabetes market is no different than any other in that history repeats itself. These folks do...

This is wrong

It’s nice to see that the folks in this wacky world aren’t the only ones who can screw up a simple peanut butter and jelly sandwich. Now that the President has released his views on the “high” cost of drugs, now that Congress has heard testimony on the “high” out of pocket for insulin here comes the action and please sit down for this one. According to a post on the...

The Big Mo

Years ago, before Exubera hit the market analysts were jumping on the Pfizer bandwagon writing glowing reports explaining why this drug would become a mega-blockbuster. Some projecting sales reaching $4 billion per year. Next came Afrezza and once again the initial analysts’ reports were very positive sending MannKind (NASDAQ: MNKD) shares into the stratosphere. Yep everyone seemed to believe that inhaled insulin was a guaranteed hit. Today Exubera is a distant...

It’s coming

As we head into the weekend the Powerball jackpot stands at $306 million and believe it or not at one time you could have bought an insulin pump company with that and still had plenty of money left over. Yep it wasn’t that long ago that our friends in beautiful San Diego Tandem (NASDAQ: TNDM) had a market cap of under $30 million. Throw in the $80 or million of...

An R of 1

Decided to catch up on some items this morning and came across the transcript for Senseonics earnings call. During the call Tim Goodnow the company’s President and CEO shared a story about a father who happened to be a marathoner runner and how the Eversense system changed his life. Now we are not picking on Tim as we hear this type of thing during almost every call. Yes, the PR...

Such a deal

With all the wackiness that’s been going on lately we’ve decided to be overly generous and offer a special deal on our upcoming special report. This yet unnamed report will provide deep insight into not just where we are today but also where we are going. It will offer real solutions not pie in the sky options that don’t stand a chance of being successful. So, in honor of Momma...