February 24, 2022
Closing the loop
On a day when the market is sinking two diabetes companies are up Insulet and Tandem, who coincidentally reported earnings this week. Now will they finish the day up is really unimportant what is important is these companies both of whom seemed destine to be steamrolled by Medtronic way back in the day now rule the insulin pump universe. To those of us with gray hair who remember MiniMed growing at 50% per QUARTER this is an astonishing moment.
In the past Insulet and Tandem concern was not each other but the Evil Empire, they were competitors yes but also . . .
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