Running the playbook

Running the playbook

Looking at the earnings reported by Insulet this afternoon it’s look like they are taking a page from the Dexcom playbook. Dexcom has a great habit of under promising and over delivering. Like Dexcom seems to do with consistency Insulet is following suit by raising its full year revenue guidance from 12% to 17% to 14% to 18%.

As we alluded to earlier today when we covered the Embecta earnings call Insulet is taking full advantage of their scale. Thanks to scale Insulet is pushing their advantage over their rivals. This scale will also help their push further into . . .

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