Let’s get VERY real.

Let’s get VERY real.

Before we get into the Insulet earnings analysis it’s critical to get VERY real about how drugs like Ozempic and Mounjaro are impacting the overall diabetes market. As everyone should know by now, I am a huge fan of these drugs and the many follow-on offerings in development. As I noted in my post yesterday there are good reasons why shares of Lilly and Novo Nordisk are hitting new highs. There are numerous benefits to these therapies beyond good control and weight loss.

That being said it would be and is a huge mistake to believe that . . .

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