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A long strange trip

This morning Senseonics (NYSE: SENS) announced they have received a date from the FDA for a panel review of their Eversense implantable CGM. Per a company issued press release; “Senseonics Holdings, Inc. (NYSE American: SENS), a medical technology company focused on the development and commercialization of Eversense®, a long-term, implantable continuous glucose monitoring (CGM) system for people with diabetes, today announced the U.S. Food and Drug Administration (FDA) Clinical Chemistry and...

Running in circles

Way back in the day when MannKind (NASDAQ: MNKD), who reported results last night, first started we noted that while Afrezza was a vast improvement over Exubera  yet at the end of the day Afrezza was a multi-million-dollar product not a billion-dollar product. We knew Afrezza worked and there was a place for the drug in the treatment regimen. Yet we also knew the drug faced several formidable obstacles that...

Standing eight count

The best way to describe the situation Dexcom (NASDAQ: DXCM), who reported earnings this evening, finds themselves in is to think of a boxing match between two heavyweights who have fought before. Until recently Dexcom had the upper hand in these matches yet this last match their opponent, Abbott (NYSE: ABT) changed tactics. Rather than be the Abbott of old, Dexcom faced a new Abbott and rather than dominating the...

Unmeet medical need?

For years we’ve been following several companies in the patch pen space. The theory behind these products is that they are not as complex as a real insulin pump, yet they are better than insulin pens because the patient doesn’t have to carry around anything. Most of these systems are cheap to make and most are priced at the same level as insulin pens. So far none of these systems have...

Identity Crisis

In the classic movie Butch Cassidy and the Sundance Kid there’s a segment in the movie when after a failed robbery attempt Butch and Sundance are hunted by a group of lawmen. These lawmen are relentless in their pursuit of Butch and Sundance who keep trying to figure just who’s chasing them. Both Butch and Sundance keep looking at this group wondering aloud; “Who are those guys?” We felt the...

The West Coast Trio

This is a big week for our friends on the west coast as Dexcom (NASDAQ: DXCM), MannKind (NASDAQ: MNKD) and Tandem (NASDAQ: TNDM) all report fourth quarter and full year results. Of the three we will be paying very close attention to what Tandem has to say, although we were somewhat surprised that Dexcom according to recent SEC filings now owns 2.5 million shares of Tandem. This really isn’t a...

Be like Mike?

Years ago, when the Chicago Bulls were winning Championships by the handful, Michael Jordan was becoming a sponsor’s dream. So much so that Gatorade started airing commercials with the Be Like Mike theme. No question everyone likes a winner and back then millions wanted to Be Like Mike. We thought about this when we ran across yet another continuous glucose monitoring company. Since we’re still in our due diligence phase we...

Are they ready for a fight?

With the insulin market commoditizing and the coming of a biosimilar short-acting insulin Novo Nordisk (NYSE: NVO) has turned their attention to the expanding GLP-1 market. While Victoza their once daily GLP-1 continues to perform well the company is preparing to do battle in the once-weekly arena. At the moment Trulicity from Lilly (NYSE: LLY) leads this category while Bydureon from AstraZeneca (NYSE: AZN) struggles to compete. Ozempic, from Novo joins...

A Blueprint to follow

Ok before we begin our analysis of the Insulet (NASDAQ: PODD) earnings we want to provide a warning as we are going to say some nice things about Insulet. Which seems to be trend lately as we have said some nice things about Livongo and even Tandem (NASDAQ: TNDM) lately, although being nice to Tandem didn’t last long. Just in case anyone has been wondering why we’ve been nice to...

The Curling Connection

Without question the biggest hit this year at the Olympics has been curling. Although we have long been big fans of curling, it seems the rest of the world is catching curling fever. Let’s face facts how can anyone not get into a game that involves big stones, swifter’s and a doping scandal. And seriously someone needs to explain to us why in heavens name any curler needs to dope....