When it comes to the market that is diabetes — it affects some 30 million Americans, more than 9% of the population, according to the CDC and rates of those diagnosed with diabetes rises with age, to 25% of those 65 and older — we are seeing a number of new products and services that incorporate new or existing technologies to offer an easier consumer experience and make managing diabetes far easier and less painful than what it once was.
In Team Tematica lingo, this is one of the convergences to be had between our Guilty Pleasures, Aging of the Population, Disruptive Innovators, and Digital Lifestyle investing themes. And like most of our themes, there are implications outside the US and in the case of diabetes, China has the most diabetics in the world. As one might expect, with a large global market like the one for diabetes, there is no shortage of companies chasing the revenue and profit prize and that means we can expect patent litigation to grow as well.
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