January 14, 2025
A Zebra is a Zebra
Listening to Medtronic CEO Geoff Martha talk the diabetes business a simple thought comes to mind; a zebra is a zebra. Try as he might there is no way he can hide from what is becoming a very ugly truth. While I doubt any of the analysts even caught this but in the past Medtronic rarely mentioned the size of the overall insulin pump market and its projected growth rate. If they did it was how they were dominating the market and would continue to dominate.
Well, my friends no matter what Martha might say those days are long gone . . .
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