February 23, 2023
A nod and a wink
There is no way to sugarcoat this as Tandem is turning into Medtronic and if they don’t make some changes, they will suffer the same fate as Medtronic. It will be interesting to see how shares trade today given their earnings and the horrendous call that came with the earnings release. Here are the lowlights:
1. Growth is slowing to a crawl.
2. Even if it gets here this year Mobi is NOT the answer.
3. Libre integration IF that ever happens won’t matter.
4. Sigi is definitely NOT the answer . . .
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