Up vs Down

Up vs Down

Just to quickly summarize the difference between what Tandem announced yesterday and what Insulet announced this afternoon you only need to read this one line from the earnings release

“For the year ending December 31, 2022, the Company is raising its revenue growth guidance range to 14% to 17% (previously 12% to 16%).”

Apparently, the headwinds faced by Tandem are not making their way to the east coast. We’re not trying to be flippant here, but these two pump companies are now moving in opposite directions. The question now becomes how far apart will they get or perhaps a . . .

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