DexCom, Insulet, Tandem seen benefitting the most in diabetes survey - Wells Fargo

seekingalpha04-29

DexCom (NASDAQ:DXCM), Insulet Corp. (NASDAQ:PODD), and Tandem Diabetes Care (NASDAQ:TNDM) are seen as the biggest beneficiaries in the diabetes care market based on a recent survey of endocrinologists...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2431863290?lang=en_US&edition=fundamental","thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1796947698/image_1796947698.jpg","is_english":true,"pubTime":"2024-04-29 21:24","share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","id":"2431863290","market":"nz","top_or_hot":-1,"title":"DexCom, Insulet, Tandem seen benefitting the most in diabetes survey - Wells Fargo","media":"seekingalpha","content":"<div>\n<p>DexCom (NASDAQ:DXCM), Insulet Corp. (NASDAQ:PODD), and Tandem Diabetes Care (NASDAQ:TNDM) are seen as the biggest beneficiaries in the diabetes care market based on a recent survey of endocrinologists...</p>\n\n<a href=\"https://seekingalpha.com/news/4095444-dexcom-insulet-tandem-benefitting-most-diabetes-survey\">Source Link</a>\n\n</div>\n","source":"seekingalpha","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DexCom, Insulet, Tandem seen benefitting the most in diabetes survey - Wells Fargo</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDexCom, Insulet, Tandem seen benefitting the most in diabetes survey - Wells Fargo\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-29 21:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4095444-dexcom-insulet-tandem-benefitting-most-diabetes-survey><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DexCom (NASDAQ:DXCM), Insulet Corp. (NASDAQ:PODD), and Tandem Diabetes Care (NASDAQ:TNDM) are seen as the biggest beneficiaries in the diabetes care market based on a recent survey of endocrinologists...</p>\n\n<a href=\"https://seekingalpha.com/news/4095444-dexcom-insulet-tandem-benefitting-most-diabetes-survey\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1989763690.USD","symbol_name":"东方汇理世代食品基金A2 Acc","start_time":0,"source_url":"https://seekingalpha.com/news/4095444-dexcom-insulet-tandem-benefitting-most-diabetes-survey","article_id":"2431863290","we_media_id":null,"thumbnails":["https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1796947698/image_1796947698.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2431863290","pubTimestamp":1714397085,"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"DexCom (NASDAQ:DXCM), Insulet Corp. (NASDAQ:PODD), and Tandem Diabetes Care (NASDAQ:TNDM) are seen as the biggest beneficiaries in the diabetes care market based on a recent survey of endocrinologists","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1989763690.USD":"东方汇理世代食品基金A2 Acc","BK4501":"段永平概念","LU1989763427.SGD":"CPR Invest - Food For Generations A2 Acc SGD-H","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0106831901.USD":"贝莱德世界金融基金A2","PSQ":"纳指反向ETF","BK4588":"碎股","QLD":"纳指两倍做多ETF","QQQ":"纳指100ETF","TNDM":"糖尿病保健","TQQQ":"纳指三倍做多ETF","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","ABT.AU":"Abundant Produce","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0122379950.USD":"贝莱德世界健康科学A2","MDT":"美敦力","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","ABT":"雅培","BK4581":"高盛持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4504":"桥水持仓","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","SQQQ":"纳指三倍做空ETF","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc",".IXIC":"NASDAQ Composite","BK4592":"伊斯兰概念","PODD":"银休特","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","DXCM":"德康医疗","QID":"纳指两倍做空ETF","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD"},"translate_title":"DexCom、Insulet、Tandem在糖尿病调查中获益最多——富国银行","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ABT":1,"MDT":1,"PODD":1,"DXCM":1,"TNDM":1,"ABT.AU":1,".IXIC":0.83,"TQQQ":0.6,"PSQ":0.6,"QID":0.6,"QLD":0.6,"QQQ":0.6,"SQQQ":0.6,"MNQmain":0.6,"NQmain":0.6},"content_text":"DexCom (NASDAQ:DXCM), Insulet Corp. (NASDAQ:PODD), and Tandem Diabetes Care (NASDAQ:TNDM) are seen as the biggest beneficiaries in the diabetes care market based on a recent survey of endocrinologists conducted by Wells Fargo. The survey of 50 endocrinologists found that increasing utilization of continuous glucose monitors (CGMs) and insulin pumps will buoy these companies.  \"Respondents expect pump usage to increase from 42% in 2023 to 48% in 2024 and 54% in 2025 across their T1 and T2 intensive patients,\" according to a recent Wells Fargo note. \"Similarly, in CGMs, respondents expect adoption to reach ~65% by 2025 (+1,400bps from 2023) in all diabetes patients (T1, T2 II, and T2 basal). Tandem's (TNDM) Mobi pump is popular among endocrinologists for new starts with ~86% of those polled saying they plan to prescribe Mobi for their T1 and T2 intensive new starts by 2025. Further, they expect Mobi to comprise 8% of new starts in 2024 and 12% in 2025. \"Our survey suggests [Insulet's] wtd avg share of pump new starts will increase from 34% in 2023 to 36% in 2024 and 38% in 2025, while [Tandem's] aggregate wtd avg share will increase from 33% to 34% and 34% over the same period,\" Wells Fargo notes, adding that Medtronic (MDT) is poised to lose some market share over this period. The firm sees DexCom as continuing to be the top CGM provider. DexCom's (DXCM) \"wtd avg share of CGM usage will increase from 55% in 2023 to 57% in 2024 and 58% in 2025, while Abbott's (ABT) wtd avg share will decrease from 34% to 33% and 32% over the same period. Wells Fargo added that the upcoming launch of DexCom's (DXCM) Stelo, an over-the-counter CGM, will provide an \"additional growth lever.\"","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2431863290"}