October 21, 2021
Time for a new look
There comes a time when a market becomes the domain of just a few players who as long as they don’t screw up will continue to print money. Way back in the day the BGM was like this until competitive bidding came along and believe it or not the very early days of the insulin pump market were like this. Today CGM is like this with Abbott and Dexcom kings of their respective castles.
Looking at Abbott’s earnings and listening to their call all we could think of is why are we doing this as what they say . . .
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