August 7, 2026
A Battle of Narratives
When Tandem decided to bite the bullet and finally convert from DME to the pharmacy channel we noted that 2026 was a throw away year for the company. To their credit the company knew this would be a difficult transition but they also knew it had to be done. With Tobi, the tubeless version of Mobi, now at the FDA the company continues to fully transition to pay as you go while setting up to battle Insulet in 2027.
The irony here is of all the players Insulet still is only one who’s really growing. Tandem . . .
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