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The BIGGER Con

Yesterday we wrote about how recklessly money is being thrown around to develop a non-invasive CGM, we called it a con game. Well thanks to Tandem (NASDAQ: TNDM) we have an even bigger con and this one too will rip off millions of dollars. Based on a series of SEC filings Tandem has proven beyond a shadow of a doubt that if nothing else they brass ones. The first filing came...

The Big Con

While Dexcom (NASDAQ: DXCM), Abbott (NYSE: MDT), Medtronic (NYSE: MDT) and a host of others battle it out in the expanding CGM space many investors are looking beyond diabetes as growth area for CGM. Although CGM usage continues to expand with patients with diabetes already investors are looking at other applications outside of diabetes. These investors see big dollars should patients who do not have diabetes begin to use this...

Just when it looked like it couldn’t get worse

It’s no secret that our friends at Tandem (NASDAQ: TNDM) are in a pickle. The company is running out of money and is in desperate need of additional capital. Based on their most recent public statements and/or SEC filings they are down to just a little over $14 million in available cash. Back on the 16th of January the company filed and S-1 which was later amended on the 29th....

Patch it up

Back in 2006 after our beloved Chicago Bears came back to beat the Arizona Cardinals the late Dennis Green who has Arizona’s head coach delivered one of the greatest rants ever. Now for none Bears fans who have not seen this outstanding rant we highly recommend looking it up on YouTube. The “they are who we thought they are” rant deserves a place in the rant Hall of Fame. It’s...

Watching paint dry

In a little over a week the diabetes community will gather in Vienna to discuss all things way cool and whiz bang. Yep, there will be much discussion on the benefits of way cool whiz bang cloud enabled toys. What isn’t likely to be discussed are the mundane things patients use every day, syringes and pen needles. Yet these mundane very boring very low-tech tools make for a very nice...

A Perfect Picture

While we can’t say that AstraZeneca (NYSE: AZN) who reported results this morning has done much right when it comes to diabetes their results are almost a perfect picture as to what the diabetes drug market has become. A market that has fully commoditized and become a battle of rebates combined with discounts. Astra also reflects many of the mistakes made in this market and how these mistakes force companies...

And the beat goes on

In the hardly shocking department it looks as though another Sanofi (NYSE: SNY) diabetes partnership is on the fritz. This time it’s Zealand Pharma who’s not a happy camper. Zealand partnered with Sanofi on Soliqua and not shocking sales have been less than impressive. So, Zealand has decided for their next drug they will go it alone. Now we don’t want to say we told you so. No, we don’t want...

Change is tough

“Change is the process by which the future invades our lives.” – Alvin Toffler Although Mr. Toffler wasn’t referring to Novo Nordisk (NYSE: NVO) who reported results this morning, he could have been. This company which once ruled the diabetes kingdom is caught in the vortex of departing from the past and repurposing itself for the future. Not only does this involve change in people but a change in how the...

Uneasy is the King who wears the crown

Several items stood out today when Lilly (NYSE: LLY) released fourth quarter and full year results so let’s get right to it; 1. Diabetes is the king of the castle but uneasy is the man who wears the crown. There is no question that the strategy the company embarked on years ago is paying big dividends today. One number that jumped out today was sales for their once-weekly GLP-1 Trulicity which...

Will outcomes finally matter?

The big news today is the report that Amazon, Berkshire Hathaway and JP Morgan are teaming up to form an independent healthcare company to serve their employees in the United States. It goes without saying that this effort by these three heavyweights could alter the landscape and forever change how employees are covered. According to a New York Times article; “The three companies provided few details about their new entity,...