Professional
Added to YB: 2026-05-22
Pitch date: 2026-04-10
PODD [neutral]
Insulet Corporation
-19.84%
current return
Author Info
No bio for this author
Company Info
Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States and internationally.
Market Cap
$10.8B
Pitch Price
$195.73
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.55
P/E
36.51
EV/Sales
3.92
Sector
Health Care Equipment and Supplies
Category
growth
Alpha Wealth Funds Portfolio Holding: Insulet Corporation
PODD (holding update): Leader in tubeless insulin pods w/ razor-blade model. Recent Q4 beat + $350M buyback, but conservative 2026 guide cut PTs. March recall of leaking Omnipod 5s (1.5% production, 18 adverse events) sparked manufacturing concerns. Countering GLP-1 threat via Type 2 basal-only market push & EVOLVE trial. Omnipod 6 (2027-28) to feature miniaturization + AI algorithms. Patent expiry looms; Apple glucose monitoring poses long-term risk.
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