It really doesn’t matter whether a company sells drugs, devices or diabetes management services in the end the company with the most patients win. As we have seen many times it also doesn’t matter if a company has the best drug, device or platform as long as they have lots of patients. Diabetes has become a business where scale matters. Simply put scale drives efficiencies and without it making money is next to impossible.
We mention this as we’ve been giving a great a deal fo thought to the upcoming Livongo IPO, an IPO which we suspect . . .
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