May 8, 2026
A false narrative
When Tandem made the decision to convert to a pay as you go model we noted that 2026 would be a throw away year for the company. While this move was desperately needed to remain competitive it also bought them time. Looking at their earnings yesterday and reading through the transcript of the call then looking at the streets reaction this strategy seems to be working. Rather than acknowledge that growth has slowed to a crawl the street is buying the narrative that better days are on the way. The only problem here is it’s a false narrative.
Let . . .
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