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New tools old problem

This morning FitBit unveiled a slew of new way cool whiz bang apps that are .. wait for it … designed to help users … wait for it … better managed their health which of course includes …. wait for it … more effectively managing their diabetes. Per a press release issued this morning; “Fitbit, Inc. (NYSE: FIT) the leading global wearables brand, today introduced new apps and clock faces to...

Headwinds?

Before we get into our analysis of the Dexcom (NASDAQ: DXCM) results we need to get something off our chest. Can all the corporate communications people get together and come up with some new adjectives to describe how business is doing. Seriously if we hear the term headwinds one more time we just might puke. Ok now that that’s over onto Dexcom. Who by all accounts had a pretty good quarter,...

Do the words matter?

Nine times out of ten we’re more interested in the statements made by a company during an earnings call then we are the numbers. Having been around the block more than once we know that numbers can be played with, manipulated, massaged to such an extent that they almost become meaningless. The same goes for the prepared remarks of an earnings call. Yes, those communication people go to great lengths...

Seems inconceivable

Maybe we are getting a little snarky but after covering this wacky world of ours for more than 20 years we still cannot believe the things companies do. Yesterday we noted that Lilly (NYSE: LLY) seems somewhat clueless as to the devasting impact Amedlog will have on sales of Humalog, a $3 billion product. But then again Sanofi (NYSE: SNY) was also clueless before Basaglar hit the market. The question...

Are you paying attention Mr. Ricks?

Way back at the beginning of the year while attending the JP Morgan Healthcare conference we asked Dave Ricks Lilly’s (NYSE: LLY) CEO how the company planned to deal with the launch of Amedlog from Sanofi (NYSE: SNY). We asked simply why Sanofi would not do to Lilly in the short-acting insulin space with Amedlog what Lilly had done to Sanofi in the long-acting segment with Basaglar. The answer was...

A Change Under Center?

It seems like the folks at Tandem (NASDAQ: TNDM) who reported earnings after the market closed yesterday have no shame. While several interesting tidbits came out of the call yesterday the most interesting fact wasn’t even discussed. As the company dropped a bomb on stakeholders filing an S-3 indicating they are about to hit the capital markets again this time for a whopping $100 million. Here is what the company...

A method to their madness

Way back when we attended the ATTD conference in Vienna we heard rumors that Roche, who reported results this morning, was getting set to launch the Solo patch pump. Try as we might we could not confirm the rumor, but everyone believed it to be true. Well we can now say that yep Roche is going to launch the Solo as there it was right on slide 41 of their...

A reminder

First, we want to thank everyone who’s sent in possible names for our upcoming special report. Good to see so many of you have the same twisted sense of humor we do. It’s also gratifying that Momma Kliff has so many fans. Along with the possible titles for the report we’ve received some questions which we’ll attempt to answer now. 1. How is the report different than our daily posts? The simplest...

Who’s winning here?

See if this sounds familiar – a company beset by financial issues created largely by mismanagement needs capital desperately cannot find a buyer for the company so in a last desperate attempt to raise the money they need decides to destroy shareholder value by diluting the sucker. For reasons no reasonable person can understand investors pony up more money falsely believing that this management team that created the mess in...

The pie isn’t getting bigger

Look at the following information from the press release Lilly (NYSE: LLY) issued this morning when they announced earnings; “For the first quarter of 2018, worldwide Humalog revenue increased 12 percent compared with the first quarter of 2017, to $791.7 million. Revenue in the U.S. increased 12 percent, to $504.1 million driven by higher realized prices due to changes in estimates to rebates and discounts and changes in payer segment mix,...