Hey folks! Here's the original thesis https://www.reddit.com/r/wallstreetbets/comments/1tqaidt/tandem\_diabetes\_tndm\_10x\_play\_or\_getting\_bought/
Swung $TNDM on earnings, sold, and re-bought 70k shares for $17 a piece yesterday (Bought it early in the day, wish I had waited til end of day instead)
https://preview.redd.it/7n9t89h8berh1.png?width=2066&format=png&auto=webp&s=c7199eaea3518a3dce021ba327de8b8cfe0ed837
Decided to buy back in after seeing this fellow WSB degenerate throw nearly $900k on this stock https://www.reddit.com/r/wallstreetbets/s/eu7tWVyWjZ
Will most likely be holding this position for the next few months. I believe PayGo's 2027 projections are going to make or break this stock (which should either be in Q3 or Q4 earnings call)
Pump Competition
After speaking with some friends who have extensive knowledge on the broader insulin pump industry and have attended various insulin pump conferences, here is what I had gathered regarding Tandem's direct competitors.
\- $PODD (Insulet) seems like they fumbled their Omnipod 6, not a very good product. Market domination in the past few years made them complacent.
\- $BBNX (Mint) tubeless pump will release before $TNDM's Tubeless Mobi, which is a direct competitor. Mint is much easier to configure and to start using, however Mint's tubeless pump has a much less sophisticated algorithm than Tandem's Mobi (In car analogy, Mint is a self-driving car, while Tandem is an automatic car)
\- $MMED (Minimed) is the scary competitor, since their pump is almost identical to Tandem's pump, and their algorithm isn't much farther behind. The advantage Tandem has on this is that they are around a year early on their FDA schedule.
thanks for reading and godspeed