Memorandum

Medtronic LOOP blog directs Roche Accu-Chek pump users to buy equivalent Medtronic Luer Lock sets – September 25, 2017

On Tuesday, Medtronic’s LOOP blog featured a short post explaining that Roche has stopped directly selling Accu-Chek insulin pump supplies in the US as of August 31. Those who obtain Accu-Chek pump supplies from distributors (i.e., not directly from Roche) will not be affected. Medtronic is inviting those who are affected to purchase equivalent supplies directly through Medtronic – a dedicated page spells out which Accu-Chek infusion sets correspond to Medtronic’s newly available Luer-Lock sets. While Roche’s market share in the US is small, this is a scrappy move from Medtronic to turn these individuals into Medtronic customers. Roche shared in a customer letter in January that it would “no longer be proactively upgrading or acquiring new pump patients” in the US. In 2Q17, Roche saw global pump sales drop 9% year-over-year, and the US business fell a staggering 27% YOY on an easy comparison. In a July email, a rep didn’t rule out a future re-entry into the US pump market (e.g., with a Senseonics/TypeZero-driven automated system?), but the company continues to pivot to focus more on an integrated, digital diabetes ecosystem – including mySugr, Senseonics’ Eversense implantable CGM, connected pen Pendiq, and a number of apps/platforms – see our EASD coverage of the Roche symposium and in the exhibit hall. Outside the US, Roche will still sell its Accu-Chek Insight pump with prefilled NovoRapid cartridges. Assuming the CE mark trial with Senseonics and TypeZero happens in 2018, automated insulin delivery is also still in the near-term pipeline for Europe.  

-- by Brian Levine, Adam Brown, and Kelly Close