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Endo Society Meeting

Writing today from the Endocrine Society meeting here in my hometown of Chicago, which is also home to the Loyola Ramblers the sweet 16 Loyola Ramblers. Now this conference has been going on since last Friday but hey it was St. Patty’s Day on Saturday and anyone who’s been in Chicago on St. Patty’s Day knows its not exactly a day to attend a conference. We could have come yesterday...

What’s a billion here or there?

This morning according to several reports Johnson and Johnson (NYSE: JNJ) has agreed to sell their LifeScan unit to private equity firm Platinum Equity for $2.1 billion. While this is good news for JNJ the sale price is well below the initial reports that this unit would go for over $3 billion. Now we know very little about this group or what their plans are, but this news marks a...

Imminent Threat

Not sure how many people remember the old TV show Lost in Space, but we just loved the robot. Although the robot didn’t officially have a name it did have jobs one of which was to protect the family and warn them when danger approached. For those of us who go that far back one of the best scenes is the robot swinging his arms stating loudly “Danger Will Robinson”...

The Wrong Debate

It seems the diabetes world is up in arms once again. This time the debate centers around a statement from the American College of Physicians which concluded that most Type 2 diabetic patients’ A1C levels should be 7% to 8%. The group, which based its recommendation on a review of existing guidelines and clinical trials, published its guidance statement in the Annals of Internal Medicine. This statement is in sharp...

Crazy Idea

This morning MannKind (NASDAQ: MNKD) issued a press release which stated; “MannKind Corporation (NASDAQ:MNKD) today announced the restructuring of certain of its outstanding debt obligations, reducing outstanding principal by an aggregate of $14.5 million along with the corresponding interest expense.” Now it’s not really important to go into the gritty details of this latest debt restructuring but is did get us thinking. Which is a real accomplishment given that it’s NCAA tournament...

More decisions to make

This morning everyone learned that Cigna is buying Express Scripts in yet another sign of just how dramatically the world of healthcare is changing. This follows the hookup between Aetna and CVS Health and news that Amazon, Berkshire Hathaway and Chase are hooking up to provide health coverage to their employees. While there are several reasons for these moves the bottom line here is the bottom line, healthcare costs continue...

This isn’t going to be easy

Now that it appears Tandem (NASDAQ: TNDM) will live on to fight another day our attention turns to the future. The real question is can the company find a way to compete and win. Can they find that path to becoming a commercially viable insulin pump company? Now before we go any further it’s important to understand the hurdles facing every insulin pump company not named Medtronic (NYSE: MDT). 1. The...

An Edge?

The diabetes drug space like any drug category is ultra-competitive and drug makers will look for any edge no matter how slight to gain an advantage. This is particularly true in a category that has commoditized. It’s a rare situation that any drug owns a category with little or no competition such as Lantus did years ago. Today no matter where you look in diabetes there are three sometimes more...

Ok Now What?

Late last week a study published in the The Lancet concluded; “We stratified patients into five subgroups with differing disease progression and risk of diabetic complications. This new substratification might eventually help to tailor and target early treatment to patients who would benefit most, thereby representing a first step towards precision medicine in diabetes.” Per an article posted on the FirstWord Pharma web site; “Scientist Leif Groop remarked "this is extremely important, we're...

It’s now or never

A former insulin pump executive has noted that Tandem (NASDAQ: TNDM), who reported results yesterday, is like the cat that has nine lives only they used up all nine but have been granted one more. In fact, no one in the insulin pump arena, nor us here at Diabetic Investor can believe that the company has survived this long. Tandem has always had an excellent product that was not the...