August 9, 2024
Changing Dynamics
Judging by the street’s reaction to the Insulet results released yesterday it’s pretty clear most of the analysts are failing to grasp the bigger picture. This really isn’t shocking as analysts focus on short term numbers like EPS and not market dynamics which are more difficult to quantify. Thankfully here at Diabetic Investor we are not hung up on these variables and see the future much clearer.
What we see is this –
1. Insulet remains on the Iron Throne but as we noted when Tandem reported that throne is becoming increasingly a hot seat.
This content is restricted to subscribers. Please subscribe. Already have an account? Please login.
