How many do we need?

So OneDrop goes out and hires two new executives one from Sanofi and the other from ResMed. They note that are expanding beyond diabetes into other chronic disease states. Please stop us if you have heard this before because you have heard this far too many times before. Is this not what Livongo is doing? What about OnDuo? What about Walgreens. CVS? Heck what about Amazon?

Just for grins and giggles let’s say that all this competition for patients with diabetes doesn’t drive prices down. Let’s also say that there are enough coaches to coach all these . . .

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