February 2, 2026
A reality check
We have long maintained that the insulin pump market is not large enough nor is it growing fast enough to support all the players in the market let alone the many wannabes who seek to enter the market. Success here comes more from someone making critical errors than it does from technology. Yet newbies find investors to fund their dream as this space has a demonstrated well documented history of the greater fool theory. Roche spent a billion to buy Disetronic, JNJ spent almost $600 million for Animas and Medtronic spent about $2 billion to buy MiniMed.
In each . . .
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