August 11, 2025
Manic Monday
Lots of topics to cover as we begin the week so let’s get right to it.
1. How low can Tandem go?
Since their earnings call last Wednesday shares have fallen about 33% (this is actually the last 5 trading days but I think you get the point.) On a year-to-date basis shares are down almost 72% and their market cap now stands at under $700 million. Just for comparison newcomer Beta Bionics has a market cap of almost $640 million and market leader Insulet stands at almost $22 Billon.
Unfortunately, this is nothing new . . .
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