From: Masha Drokova Sent: Friday, November 3, 2017 3:13 AM To: Steven Sinofsky Cc: Jeffrey E. Subject: Re: Thank you for the comprehen=ive feedback Steven. For me the main value is that the system is an order=of magnitude cheaper than existing technologies, premised on leveraging dat= to help users see what daily elements are affecting their blood sugar, and=predicting dangerous highs and lows before they happen so they can take act=ons beforehand. To date, their beta app has lowered blood sugar averages in over 5=% of users 2x better than the world's most prescribed diabetes drug, Metfor=in. Which means that with the help of the date diabetes would need to use l=ss drugs. However I'd agree on complexity of regulations and saturation on the mar=et. I run Day One Ventures fund and b=sed in San Francisco. I'd be happy to connect in person sometime to learn a=out about your experience and tell about our investments and opportunities l=see. On Nov 2, 2017, at 3:24 PM, Steven Sinofsky < > wrote: <=r> Greetings Masha, <=iv> I apologize for the delay. I was at some events in i= UK where I did not have connectivity. I have work=d on a related portfolio company so I will have to be a bit abstract on the=specifics of this opportunity. So please excuse these brief thoughts.=Also, the only information I had was what was provided in your mail which w=s limited relative to any detailed analysis. * In g=neral the challenge with glucose measurement is the finger prick. Any devic= that relies on this will only be marginally better than any other device, w=ether or not there is software or a slightly more convenient measuring devi=e. This is a statement about the inconvenience of a prick (and long term ch=llenges) but also the medical challenges on relying on that point in time.<=div> * My sense is that going down the path of an innovation, that stil= has a prick, but requires a level of FDA approval is a difficult one to ap=roach. * This is a very c