medical devices

The Danger in DexCom…and the Opportunity

DexCom (DXCM) is a maker of continuous glucose monitoring (CGM) systems. Last week, the stock of the company cratered after Abbott Laboratories (ABT) received FDA approval of its competing FreeStyle Libre flash CGM. It is the first system that allows diabetics to check and monitor glucose levels without sticking themselves. In response to the news, … Read more

Hate the Game, Not the Player? – Mylan Is Out of Tune Amid An Angry Chorus

(This is an excerpt from an article I originally published on Seeking Alpha on August 29, 2016. Click here to read the entire piece.) This is the message actress Sarah Jessica Parker posted on Instagram Thursday, August 25, 2016 to join a chorus of protest and complaint about the extremely high cost of the EpiPen® … Read more

Some Recent Perspectives from Intuitive Surgical’s Weak Spot: Benign Gynecological Procedures

(This is an excerpt from an article I originally published on Seeking Alpha on January 21, 2014. Click here to read the entire piece.) Intuitive Surgical (ISRG) recently caught my attention again. The maker of the da Vinci® Surgical System has experienced a tumultuous week or more of trading leading up to and following a … Read more