June 23, 2025
Losing the game before its even played
Sun Tzu's principles of war revolve around the concept that victory without direct fighting is the most advantageous way to win. When it comes to the insulin pump market Insulet is in the enviable position to follow this principle. The Omnipod continues to expand its installed base, the company’s enforceable IP portfolio is giving competitors fits while they fight what ultimately will be a losing battle. Even better Insulet has plenty of time before any real competitor is even ready to fight.
Looking over the many Omnipod wannabes the most credible threat would be Tobi – the tubeless version . . .
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