May 26, 2023
Why not Tandem?
Yesterday I made it pretty clear that now was a great time to buy Insulet. The news that Medtronic was buying EOFlow hit shares of Insulet hard. We weren’t shocked by the move as the conventional belief is that now that Medtronic is in the patch pump market it will hurt Insulet. Well once again the conventional belief is dead wrong.
This reminds us of the CGM market when every time Abbott makes news shares of Dexcom decline. Each time shares of Dexcom come roaring back and then some. Hey, we get it Abbott and Medtronic are . . .
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