April 22, 2026
Running the playbook
Looking at the results released by Beta Bionics yesterday and reading the earnings call transcript two things are obvious this company is on the right track and the stock is a bargain at these levels. It’s also obvious to me someone who has been around this wacky world of ours for 30 years now they are running the playbook pretty well. The key here won’t be the Mint their version of a patch pump nor will it be dual hormone, no the key here is to remain focused, continue to add patients and be patient . . .
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