The stage is being set
There were several ironies from Tandem’s earnings report yesterday. While there was nothing unexpected or bad, the results didn’t blow us away either. That statement alone tells how far Tandem has come and how far Medtronic has fallen. Unlike the Kentucky Derby this year the insulin pump market is clearly a two-horse race between Insulet and Tandem. And there is no question that Tandem is paying very close attention to their competitor. As everything they do and have done is now squarely focused on competing with Insulet.
With Omnipod 5 now approved and the Mobi still . . .
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