Uncategorized

I have a dream

Today we celebrate the life of Martin Luther King, a man who had a dream of racial equality. While we have made many great strides towards Dr. King’s goal racial equality continues to be a contentious issue. In honor of Dr. King we too in the diabetes community have a dream. The ultimate of course being a cure but in lieu of a cure it sure would be nice if...

The Most Valuable Asset

Yesterday after completing our travel plans for the upcoming ATTD conference in Vienna we thought great we get to be at another conference where everyone will talk about their way cool whiz bang toy. The only difference being of course we’ll be in Vienna which looks to be a cool place to visit. Looking ahead to ATTD there is likely one thing we won’t here, how all these toy makers...

New Technology Old Problem

As we look back on another JPM it strikes us that while much has changed much remains the same. There is no question one of the bigger stories to come out of this year’s conference was the increasing role technology will play in healthcare. As we anticipated companies that weren’t even officially here dominated the conference. Whether it was in the presentations, breakouts or hallways everyone was talking about how...

Oil and Water

Before we get started a quick point due to some scheduling conflicts we were unable to attend the Insulet (NASDAQ: PODD) session so until we listen to the web cast it’s unfair to comment. So stay tuned for that one. We did however attend the Lilly (NYSE: LLY) presentation and breakout and came away feeling that we’ve seen this movie before only it was in French. Now as everyone knows Lilly...

Day Two Early Sessions

It’s difficult to characterize what is going on with our wine drinking friends in France. Sanofi (NYSE: SNY) who presented this morning is somewhat of an enigma when it comes to diabetes. On the one hand they deserve some credit for not giving up. They could have easily thrown in the towel and given up on diabetes. Yet on the other hand based on what we heard today they haven’t...

It’s all about …..

There is no question the folks at Abbott (NYSE: ABT) feel good about the FreeStyle Libre. There is also no question that the Street likes the product and there is no question at all that the analysts haven’t a clue about the CGM market. Now before we go any further it’s time to get something straight from a technical definition the Libre is NOT as it is configured a continuous...

Betting the ranch

A few quick observations before we get into some analysis. 1. Not unexpectedly the battle between Dexcom (NASDAQ: DXCM) and Abbott (NYSE: ABT) is going to be a major story here. The early betting line here is that Abbott is the favorite and will eat Dexcom’s lunch. Perhaps in response to this sentiment Dexcom reported preliminary results which per a press release; “DexCom, Inc. (Nasdaq: DXCM), the leader in continuous glucose monitoring...

Off and running

Ok before we start posting a few JPM reminders; 1. We will do our best to post when we can. 2. Given we start our days early and this is San Francisco expect more than our normal typos and grammatical errors. This is what happens when Starbucks is your main source of energy. 3. It’s raining here and is expected to rain tomorrow too – not that this means anything just thought we would mention it. Now...

The sincerest form of flattery

Oscar Wilde once said; “Imitation is the sincerest form of flattery that mediocrity can pay to greatness.” Although we don’t believe he was speaking about the wacky world of diabetes he could have been. Yes, once again we are in the midst of another cycle of good money chasing bad ideas. See this happens a lot in our world, someone comes up with something new and innovative. They gain traction...

The Amazon Factor

There is a certain amount of irony that the companies which hold the keys to the future of healthcare won’t be presenting at JPM. This is not to say they won’t be in attendance as they will be out in full force but given their paranoia and quest for privacy they don’t want anyone to know it. Which when you stop and think about it is just a little wacky...