There are more than a few similarities between the idea of building
an artificial pancreas and finding the Holy Grail – everybody agrees
that it would be great if it were possible, but it's definitely not
easy, and more than a few people think it's a vain pursuit. To that end,
while there was once again a fair bit of attention
at the 73rd annual ADA meeting last week and some encouraging
incremental study data, the road to success is still a long and
uncertain one.
Integrating The Diagnostics And Therapeutics Into A Single Autonomous Package
An artificial pancreas, also known as a “closed loop system” has been a
theoretical goal of insulin therapy almost since the invention of the
insulin pump. In fact, MiniMed frequently talked of its intention to
develop a fully closed-loop system prior to its acquisition by Medtronic (NYSE:MDT), and that was about 12 years ago now.
Please click here for the full article:
http://www.massdevice.com/blogs/massdevice/diabetes-path-artificial-pancreas-looks-little-more-reasonable
Showing posts with label Insulet. Show all posts
Showing posts with label Insulet. Show all posts
Monday, July 1, 2013
Friday, June 14, 2013
MassDevice: Not A Lot Of Bargains Among Med-Tech Stocks
Medical technology stocks of all stripes have been enjoying a pretty
exceptional run in the market, as healthcare has actually been 1 of the
leading sectors in the recent rally. Unfortunately for investors,
however, revenue, profits, and free cash flow have not been improving at
the same rate, and the number of real bargains in the market has shrunk
noticeably. While there are still a few opportunities that look
undervalued, investors are increasingly finding themselves faced with a
limited menu of attractive options.
Please read more here:
http://www.massdevice.com/blogs/massdevice/not-lot-bargains-among-medtech-stocks
Please read more here:
http://www.massdevice.com/blogs/massdevice/not-lot-bargains-among-medtech-stocks
MassDevice: The Strange Case Of The Diabetes Market
It wasn't so long ago when diabetes was
one of the hot sectors of med-tech where many companies felt they had
to have a presence, no matter what the cost. And while it is true
that the incidence of diabetes continues to increase at worrisome
rates in many countries, the diabetes market is no longer a “build
it (or buy it), and the growth will come” type of proposition. It
may not be quite true that diabetes as become a “winner takes all”
sort of market, it is definitely a market where data, pricing, and
marketing muscle make a big difference.
Please click below to continue:
http://www.massdevice.com/blogs/massdevice/strange-case-diabetes-market
Tuesday, March 13, 2012
Seeking Alpha: A Med-tech Shopping List For Japanese Companies
Outside of pharmaceuticals and "big iron" applications like imaging, Japanese companies haven't made much impression on the U.S. healthcare market. That may be changing, though. As Japan faces its own aging population and companies look to diversify from traditional industries, healthcare is becoming an increasingly popular sector in corporate Japan.
It's still too soon to call it a real trend, but Japanese companies have recently shown an inclination towards accelerating their diversification by buying established U.S. med-tech names. Asahi Kasei recently announced a $2 billion-plus deal for ZOLL Medical (ZOLL), while a few months earlier Fujifilm stepped up to buy SonoSite (SONO). Though not exactly comparable, Terumo (a Japanese healthcare and device company) acquired CaridianBCT for over $2 billion early in 2011 to strengthen its position in the global transfusion equipment market.
Please follow this link for more:
A Med-Tech Shopping List For Japanese Companies
It's still too soon to call it a real trend, but Japanese companies have recently shown an inclination towards accelerating their diversification by buying established U.S. med-tech names. Asahi Kasei recently announced a $2 billion-plus deal for ZOLL Medical (ZOLL), while a few months earlier Fujifilm stepped up to buy SonoSite (SONO). Though not exactly comparable, Terumo (a Japanese healthcare and device company) acquired CaridianBCT for over $2 billion early in 2011 to strengthen its position in the global transfusion equipment market.
Please follow this link for more:
A Med-Tech Shopping List For Japanese Companies
Tuesday, February 21, 2012
Seeking Alpha: Medtronic's Growth Problems Still Front And Center
Another quarter goes in the books and Medtronic (MDT) investors are still waiting to see some real signs of life when it comes to re-igniting top line growth. Although nobody questions Medtronic's ability to maintain leadership positions in many large med-tech markets, there are ample questions as to whether the company can translate this leadership into growth. Current conditions being what they are, investors have to put a lot more of their hopes on future product and market developments to make this stock look appealing today.
A Disappointing Fiscal Third Quarter
To be fair, Medtronic's "disappointment" relative to expectations was not that bad in an absolute sense. More problematic, though, is how it undermines the idea that 2012 conditions will get significantly better in some core markets.
Read more here:
Medtronic's Growth Problems Still Front And Center
A Disappointing Fiscal Third Quarter
To be fair, Medtronic's "disappointment" relative to expectations was not that bad in an absolute sense. More problematic, though, is how it undermines the idea that 2012 conditions will get significantly better in some core markets.
Read more here:
Medtronic's Growth Problems Still Front And Center
Friday, July 8, 2011
Generex - Seriously?
I'm halfway surprised that Generex (Nasdaq: GNBT.OB) can still get anybody to listen to them. But I guess hope dies hard.
The company says that it has results from two "major" Phase 1 studies of Oral-lyn that ...
You know what? Forget it.
I'm not going to give this garbage pile any more of my time. Oral-lyn has been junk from day one and the notion that there is such a thing as a "major" Phase 1 study just proves all over again that this is a company that exists to suck up the capital of credulous retail investors.
Want to invest in a risky diabetes play? Go with Biodel (Nasdaq: BIOD) or MannKind (Nasdaq: MNKD). Go with Amylin (Nasdaq: AMLN), Novo Nordisk (NYSE: NVO), Insulet (Nasdaq: PODD) or DexCom (Nasdaq: DXCM) for something a little more tangible. Hell, take a flyer on Lexicon (Nasdaq: LXRX) and its early-stage diabetes compound.
But for god's sake, don't give Generex any more attention.
Disclosure: I own shares of Amylin and Lexicon
The company says that it has results from two "major" Phase 1 studies of Oral-lyn that ...
You know what? Forget it.
I'm not going to give this garbage pile any more of my time. Oral-lyn has been junk from day one and the notion that there is such a thing as a "major" Phase 1 study just proves all over again that this is a company that exists to suck up the capital of credulous retail investors.
Want to invest in a risky diabetes play? Go with Biodel (Nasdaq: BIOD) or MannKind (Nasdaq: MNKD). Go with Amylin (Nasdaq: AMLN), Novo Nordisk (NYSE: NVO), Insulet (Nasdaq: PODD) or DexCom (Nasdaq: DXCM) for something a little more tangible. Hell, take a flyer on Lexicon (Nasdaq: LXRX) and its early-stage diabetes compound.
But for god's sake, don't give Generex any more attention.
Disclosure: I own shares of Amylin and Lexicon
Wednesday, March 9, 2011
Investopedia: DexCom Shows Diabetes Still A Growth Industry
Today's diabetes market highlights the importance that individual stock selection still has in successful investing. While it may very well be generally true that overall sector movements explain a lot of an individual stock's performance, that has not been the case in this market. While the overall tone and tenor has been pretty negative, select names like Novo Nordisk (NYSE:NVO) and DexCom (Nasdaq:DXCM) have done quite well indeed.
A Strong End to DexCom's Year
It has not all been smooth sailing for DexCom (the stock took a spanking late in 2010), but the company continues to build its emerging continuous glucose monitoring business. For the fourth quarter, total revenue increased 49%, while product revenue more than doubled from the year-ago level and rose 26% sequentially. DexCom also saw an encouraging jump in the sale of its start kits, to the tune of 24% sequential growth.
As the company increases its sales, it is beginning to see some operating leverage. Gross profit on product sales increased nearly five times (again, on a doubling of revenue) in the fourth quarter, when compared to the prior year. At the same time, the company has kept a lid on SG&A spending while still investing significant resources into R&D. All told, the company produced an operating loss more or less in line with the prior year's level.
Click below for the full piece:
http://stocks.investopedia.
A Strong End to DexCom's Year
It has not all been smooth sailing for DexCom (the stock took a spanking late in 2010), but the company continues to build its emerging continuous glucose monitoring business. For the fourth quarter, total revenue increased 49%, while product revenue more than doubled from the year-ago level and rose 26% sequentially. DexCom also saw an encouraging jump in the sale of its start kits, to the tune of 24% sequential growth.
As the company increases its sales, it is beginning to see some operating leverage. Gross profit on product sales increased nearly five times (again, on a doubling of revenue) in the fourth quarter, when compared to the prior year. At the same time, the company has kept a lid on SG&A spending while still investing significant resources into R&D. All told, the company produced an operating loss more or less in line with the prior year's level.
Click below for the full piece:
http://stocks.investopedia.
Friday, December 3, 2010
Merck Makes A Smart Buy
Large pharmaceuticals buy small private companies all the time, often paying so little that they are not even obligated to report the transactions to shareholders. With Merck's (NYSE: MRK) deal to buy SmartCells, though, things are a little different on two levels. Not only is the purchase price large enough to get some attention, but the technology could be a real game-changer down the road.
The Deal
Rumors had been creeping around for a little while on this deal, but Merck made it official Thursday morning that it was acquiring SmartCells in an all-cash deal. Although the companies did not discuss the upfront payment, it is a comprehensive deal that includes potential milestones and follow-on payments that could all total in excess of $500 million. Given the size of the transaction and the timing of the payments, I am not sure that Merck will have to file an 8-K for this, so investors may be hard-pressed to find more details on the transaction. (For more, see The Wacky World Of Mergers And Acquisitions.)
Please click below for the full piece:
http://stocks.investopedia.
The Deal
Rumors had been creeping around for a little while on this deal, but Merck made it official Thursday morning that it was acquiring SmartCells in an all-cash deal. Although the companies did not discuss the upfront payment, it is a comprehensive deal that includes potential milestones and follow-on payments that could all total in excess of $500 million. Given the size of the transaction and the timing of the payments, I am not sure that Merck will have to file an 8-K for this, so investors may be hard-pressed to find more details on the transaction. (For more, see The Wacky World Of Mergers And Acquisitions.)
Please click below for the full piece:
http://stocks.investopedia.
Tuesday, November 9, 2010
Dark Days In Diabetes
Diabetes has long been one of the most "investable" diseases, with a host of pharmaceutical, biotech, and medical device plays on this serious (and increasingly common) condition. Recent weeks have not been kind to the sector, though, as a range of problems and challenges have sent investors to the sidelines.
FDA - Don't Call Us, We'll Call You
Several companies have seen their fortunes take a bad turn either in the clinic or from the Food and Drug Administration.
Roche (Nasdaq:RHHBY) has essentially been sent back to the drawing board on its weekly GLP-1 drug taspoglutide, and there is a good chance that the side-effect problems that halted a Phase 3 study will prove insurmountable. Another would-be long-acting GLP-1 drug (to be marketed by Eli Lilly (NYSE:LLY) was surprisingly rejected due to FDA worries about safety and a demand for a new study.
Biodel (Nasdaq:BIOD) recently saw its application for a new formulation of insulin rejected due to sample handling and patient drop-out problems, and the FDA's unwillingness to brook a post-hoc analysis of the data. Both Vivus (Nasdaq:VVUS) and Arena Pharmaceuticals (Nasdaq:ARNA) saw their obesity drugs rejected (obesity is a leading cause of Type 2 diabetes), though the FDA left a sliver of hope for both companies (particularly Vivus).
Please click the link for the full article:
http://stocks.investopedia.
FDA - Don't Call Us, We'll Call You
Several companies have seen their fortunes take a bad turn either in the clinic or from the Food and Drug Administration.
Roche (Nasdaq:RHHBY) has essentially been sent back to the drawing board on its weekly GLP-1 drug taspoglutide, and there is a good chance that the side-effect problems that halted a Phase 3 study will prove insurmountable. Another would-be long-acting GLP-1 drug (to be marketed by Eli Lilly (NYSE:LLY) was surprisingly rejected due to FDA worries about safety and a demand for a new study.
Biodel (Nasdaq:BIOD) recently saw its application for a new formulation of insulin rejected due to sample handling and patient drop-out problems, and the FDA's unwillingness to brook a post-hoc analysis of the data. Both Vivus (Nasdaq:VVUS) and Arena Pharmaceuticals (Nasdaq:ARNA) saw their obesity drugs rejected (obesity is a leading cause of Type 2 diabetes), though the FDA left a sliver of hope for both companies (particularly Vivus).
Please click the link for the full article:
http://stocks.investopedia.
Wednesday, July 7, 2010
Seven Hot Medical Device Ideas
I have made the case before that medical technology has something to appeal to any type of investor. If you want value, you will find it. If you want income, you will find it. Today, we talk about some of the most highly-valued "hot" stocks in the space.
Edwards Lifesciences - Not Boring Anymore
For quite a while, Edwards Lifesciences (NYSE:EW) was a sleepy company. A leader in tissue heart valves and critical care monitoring products, there was a time when it was difficult to get anybody interested in this idea.
Not anymore.
Edwards is making a concerted effort to move into higher-growth, higher-margin products. With a very interesting new approach to heart valve replacement, the minimally-invasive trans-catheter Sapien valve, the company is well on its way and could become a consistent double-digit grower. (For more, see A Checklist To Successful Medical Technology Investment.)
For the complete article, please go to:
http://stocks.investopedia.
Edwards Lifesciences - Not Boring Anymore
For quite a while, Edwards Lifesciences (NYSE:EW) was a sleepy company. A leader in tissue heart valves and critical care monitoring products, there was a time when it was difficult to get anybody interested in this idea.
Not anymore.
Edwards is making a concerted effort to move into higher-growth, higher-margin products. With a very interesting new approach to heart valve replacement, the minimally-invasive trans-catheter Sapien valve, the company is well on its way and could become a consistent double-digit grower. (For more, see A Checklist To Successful Medical Technology Investment.)
For the complete article, please go to:
http://stocks.investopedia.
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