February 22, 2022
Kool Aid or Cannabis?
Frankly we aren’t sure what to make of the earnings Medtronic released this morning. The diabetes franchise continues to sink into the abyss and nothing in the pipeline will come to the rescue. The dynamics of the insulin pump market are changing and no matter what Medtronic does or when they do it will impact the future in a positive way. The real question is how realistic Medtronic is about this franchise. Will they continue to drink the Kool Aid and believe everything is fine or will they visit the local cannabis dispensary so they can delude themselves that . . .
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