October 25, 2021
On the brink
As we move full steam ahead into earnings season two dates stand out above the rest. This Thursday Dexcom reports and a week later Insulet reports. Yet for both companies the results, which we expect will be just fine, matter less than what they have to say about the future. The Dexcom G7 and the OmniPod 5 are two of the most widely anticipated products coming to the diabetes toy store. Each in their own way will have a transformative impact.
As everyone knows Dexcom and Abbott own the CGM world and if you listen to Abbott, one might think . . .
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