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Letter from the Editor #504

Jan 17, 2010
 

This is the time of year when JP Morgan has their investor meetings and all the companies in the diabetes business get to report. Our good friend at Diabetic Investor, Dave Kliff, was on hand and shared some of his insights on the meeting. According to Dave, the big winners are Amylin with Byetta LAR, and Sanofi-Aventis which is moving deeper into the diabetes device business with Lantus as the cornerstone franchise and also heading into the glucose monitoring arena with a meter that can actually calculate doses and talk to a pen.

Dave explained to me that this concept bodes well for AgaMatrix and Dexcom as Sanofi-Aventis mentioned both technologies for the future. And Dexcom CEO Terry Gregg outlined a strong case as to why the company is well positioned today, prepared for the future and on track to be the leader in continuous glucose monitoring technology.

 

The big losers of the day appear to be: Bristol Myers Squibb as Onglyza is a “me too” drug and really no different than category leader Januvia from Merck; MannKind the maker of Afrezza™ (formerly Afresa) the newest and only inhaled insulin; and Medtronic who is now facing a panel investigation by the FDA for problems with their pumps.

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Sheri Colberg, Ph.D., FACSM wants us to all Get Involved with the U.S. National Physical Activity Plan in 2010, and help our patients stick to their resolutions. To learn more about this program click here.

 

Announcements:

dLife.com: January 17, 7PM ET on CNBC
dLife celebrates the best in athletic and diabetes achievement with the All-Stars of Diabetes team, presented by NBA veteran Chris Dudley. Plus, Dr. Emily Senay gives guidance on assembling a healthcare team; and in the dLife kitchen, Chef Michel Nischan shows you how to make a low-carb appetizer favorite. Make the most of your dLife and don’t miss an episode: Sundays on CNBC at 7 PM ET, 6 PM CT, and 4 PM PT. Catch up on dLife.com.
 

 

TCOYD, Augusta, Georgia, February 6

The TCOYD team will be in Augusta, Georgia, at the Augusta Conference and Health Fair, February 6. TCOYD is a not for profit organization dedicated to informing and empowering people with diabetes to become actively involved in their own health care. For more 2010 upcoming conference details, please click here.

 

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We can make a difference!

 

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Check out this week’s “Test Your Diabetes Knowledge” question.

Dave Joffe, Editor-in-chief