Reddit Posts
Tandem Diabetes ($TNDM) 10x play or getting bought out privately in the next few years ($825k bet)
5 Health Stocks Positioned on the $6T Accessibility Shift
$PROG Virtual meeting takeaway. Partnerships were confirmed, extremely bullish yet some seem to not be seeing it. 🚀🚀🚀🚀
PODD Post Conference Partnering Mon-Wed! 🐸 This conference was not just for showing off new tech, the goal here is to find a buyer/partner! Hopefully we'll hear some good news later this week.
Small amount to invest, single company share or multiple shares of ETF that holds the company?
Mentions
PODD is donezo. i owned it at 300 but a friend that works as a PM at hedge fund told me to get out. best decision i ever made
I think one of these cell therapies is gonna take off soon. I’m holding 1000 shares of both SANA and ELDN. Waiting for some news and the plan on buying puts PODD. I’ve been type 1 diabetic for 15+ years. Dexcom is a good product. Omnipod is the least of all the evils… FDA has ruined it.
Diabetes care, healthcare technology. This sector is rather beat down lately, but the multiples are solid and should weather a down-turn nicely, plus good growth potential. ABT, DXCM, MDT, GEHC, NVO. Maybe BAX or possibly even PODD.
LOL I also said Calls on ADI • PODD • RSI • TNL and Puts on FVRR. You watch yourself bro, CZR is literally the first one you ever got right.
Closed today: - TP on Calls: ADI • PODD • RSI • TNL - TP on Puts: FVRR Opened today: - Calls: PRAX • GTX • FTI - Puts: NICE • EPAM • ETSY • LKQ *DISCLAIMER: Nothing here is investment advice, and certainly not recommendations. Do not pass go and do not collect $200 because Monopoly money is fake, just like our fiat currency...*
GLP-1s was the concern for PODD for me, and also its fairly rich. I was leaning towards BSX, but was looking to see a sub-90s level to start. The cardiovascular products BSX has is really crazy, but I am fairly weak on medical field so have hesitated lol.
I've never looked too deep into BSX, always been too expensive, but need to dig a bit more into them at these levels. PODD has shown up on my screener, but I have a terrible time with anything medical related. Personally, I just worry about anything insulin related, due to the GLP1s. I think type 1 is like 5% of all people with diabetes. So GLP1s in theory should impact long term for type 2. PEN also shows up on my screener, but never dug too deep into them. Expensive PE, but PEG isn't too bad. There's another name I never pulled the trigger on, but is really interesting, but market cap is too small to list, even though it has solid fundamentals and trades at like 30 a share.
Have been looking into a couple medical device companies and was wondering if anyone had insight: $BSX * MedSurg and Cardiovascular devices * WATCHMAN FLX is big growth driver here for cardiovascular * FY2025 PE of 31 with FY2026 PE of 27, PEG of 1.66 * Expected to grow top and bottom lines by 11% and 14% respectively $PODD * Insulin pump / pod as Omnipod * FY2025 PE of 59 and FY2026 PE of 46 PEG of 1.92 * Topline grew at 33% for FY2025 and expected at 21% for FY2026 Both of these are very interesting, but I still think the current valuations are expensive.
that’s what most people thought and that’s why diabetes stocks sold off hard when glp was introduced to the market years ago. the objective truth is that dexcom, as the leader in GCM and insulet (PODD), one of the leaders in insulin pumps, are both still in double digit growths. the “glp will kill diabetes stocks” has been a consistent theme around shorts that hasn’t transpired at all
you're choosing the wrong healthcare stocks! medical tech is where it's at medtech is carrying my portfolio - TMDX, GH, ISRG, PODD, etc
Kind of wild seeing PODD (Insulet) show up in Marjorie Taylor Greene’s trades. It’s not exactly a household name — they make insulin pumps. Super niche play. Feels like the kind of stock you only buy if you’re deep into healthcare policy briefings... or hearing something we’re not.
PODD puts are surely easy money, so over extended, that's why I'm buying calls
Feeling bullish on PODD, put in some calls
> For example, a PODD call spread at 280 expiring today (2/21) should have netted over $2K, but the realized gain was only a few hundred. How do you know you should be netting 2K? What is that based on? This sounds more like anchoring bias than anything else. Your mind anchors to the largest possible gain, despite the probability of realizing that gain be very low or zero.
PODD is a much better value play for diabetes imo
Put the most stable & undervalued as the biggest holdings. Health care is gonna be a solid sector for good growth too. You got UNH, NBIX, ZTS, ALNY, PODD Id also look at TSM, they make NVDA and GOOGL’s chips and 90% of the worlds’. And MELI
So funny because that’s my other options play with a later earnings date. If/when TMDX hits, I’ll come back and discuss HUMA. But I own stocks and buy whenever it’s below $5, and I loaded up on call options for earnings which might be a mistake. It took a hit with the FDA situation, which I’m hoping the earnings call shines some light on it. Long term huge bull, short term unsure but I’m playing calls. PRCT is another one I’ve been in but it already blew up. I haven’t done the research to see what the TAM is and what the foreseeable future holds for it. I got burned on PODD because I invested 6 months before Ozempic got released lol
They’re in bed with PODD and PODD is 2 years behind schedule making an iOS supported app to link their insulin pumps with Dexcom’s CGM.
It was a management blunder. They stated it over and over on the call. They did not roll out their new product properly and various other issues this Qtr that will bleed into Q3. They did reaffirm their 2025 target is still on track so it seems like a temporary hiccup. As someone else said. Their products cater to type 1 v. Sigmaglutides which cater to type 2. They also have increased competition from abbot and insulant. PODD just today pre ran their report and say they will meet all the targets and also guided up. So it doesn’t seem to be an issue with this product sector. Solely DXCM and their management. This sell off is wayyyy over cooked. The rsi is almost in single digits now and they are still a profitable company generating 4B annually in revenue, at the end of the day. Market pretty much priced out all the risk today. The PE is now down out of their expected growth territory. Any good news in the next quarter and this will be forgotten. If they keep having product issues however… still it remains to be seen. The market gets ahead of itself these days. In both directions. Give it a few days and see what happens. It’s forming a bottom hopefully above $60
Agreed. Better to own the casino than play in it. Weird thing happened to me today. I was running some buy writes the last 5 minutes before market close. The ticker was PODD and I was working with a slightly OTM with 11 dte. While trying to decide the limit price on selling calls the bid went from 11.20 to 14.80 suddenly. I quickly pushed an order through at 14.80 and was instantly filled. Less than a minute later the bid went back to $11.20. So first I am kind of astounded that a near the money call on this ticker is paying 6% with 11 dte (thanks to what I expect was someone’s bad typing I had a windfall at 8%). It’s had a recent run up but almost makes me wonder if there is some no public info rolling around in the background. Guess time will tell. These biotech’s are often acquisition targets.
Fucking PODD beats earnings by 111% and down big AH slaughtering my calls. What the fuck.
I got IHG, PODD, FIX reporting next week in muh port. Feel pretty damn bullish about each
I used to read the IBD newsprint and found PODD when it was selling for $10. To me it was a no brainer. I was new to investing and wasn’t patient enough to sit on it. Sold for a small gain only to see it blow up into the 100’s. Lesson learned. I found IBD very helpful in finding low priced stocks with potential but you have to weed through a lot of low priced stockes to find one you believe is worth risking it. And then use common sense. When I saw an early commercial for EXAS cologaurd jumped out at me. I knew people wanted an excuse not to have to go through the night before prep for a colonoscopy and have to take a day off work for it. It was selling for around $15. I watched it and finally bought in at $30. It put my kids through college. It’s still on my watch list. Another thing I did was watch some local companies and find their trading patterns over the coarse of a few years and from there find an entry point you like and then take some modest profits. starting out I’d say check out IBD.
The month my daughter was diagnosed with Type one diabetes I bought DXCM and PODD, done very well with both.
Big time yolo for PODD earnings
This is very specific but the hype of GLP-1 like ozempic has hammered diabetes-centric stocks down 50,75, even 90% in stocks like PODD. I don’t think hype in this case drives business away but rather just expands the potential patient pool. We see this in the rise of NOVO, but I think PODD and DXCM are buys rn for example
The medtech names have been obliterated for a couple months now on obesity drugs - look at DXCM, PODD, INSP, TNDM, MDT, ABT, INSP, RSMD and others. There's been discussion for a while on impact to snacks (which have already been down on rates.) This is not a market that is at all forgiving to any kind of headwind (see TGT, etc.)
I do equity research and our group covers diabetes tech so I have a lot to say in this area. I won't disclose too much, but I believe DXCM is set up much better than ABT in the CGM space. ABT's tech has always been a laggard, and the company has been dependent on the ability to cross-sell its pump and CGM together. I do not think its pump is on the level of PODD or TNDM either. Not only tech, but the channels ABT sells through is a huge headwind moving forward, as the company has been slow to adopt the pharmacy channel.
Diabetes tech might be impacted, TNDM, PODD, MDT.
I don't understand the hate for NVDA so much. Is it overvalued, 100%. How is NVDA more overvalued than any of the non profitable tech companies? What are you even using to determine how overvalued it is? PE? If that's the case, then there's some stocks out there with higher PEs, like PODD. That has a PE of 5,142. Are you using PS? In that case CDIO has a PS of 61209
Shorting based solely on valuation doesn't always work out, because the market can remain irrational longer than you can hold the short position. Here are a few overavlued stocks if you want to try: GSHD, DRQ, PODD, PANW. All have a P/E over 1000.
Insulet the company that replaced SVB has the ticker "PODD" NOW WE'RE PODRACING
SIVB is now PODD. Your last time to trade options on SIVB was Thursday. It’s shut down, gone, done for, collapsed, evicted off the NASDAQ, ghost, demolished, and only exists in your dreams
SIVB was halted the entire trading session Friday, they also were immediately taken over by the FDIC. The ticker is delisted. Come Monday the new bank, under FDIC control, will be under ticker PODD. Anybody holding CSP getting max loss, any holding puts max profit. It’s that simple. Google “PODD” for references
The FDIC took over custody of the bank, the S&P already announced the replacement ticker on the S&P 500, replaced by the company Insulet Corp, ticker PODD. Bank was shut down Friday by regulators. Sorry Daniel!!
The future of self administering medicine devices attached to your body is spooky, one malfunction or hack and you've died a preventable death. Kinda reminds me of $PODD
What about PODD…pe ratio of like 1300 IRDM like 1800 ENPH like 120 WING like 110
Insulet (PODD). Diabetes tech thats taking a ton of market share right now.
Wish there was a bit more volume on TNDM options... have to settle with equities i guess. PODD, TNDM + 50% by end of year
I've been online looking up what I can pertaining to this.. and found a similar industry company Insulet (ticker: $PODD) were approved by the FDA 1/27. It even appears that SENS is **traded** in tandem with Insulet looking at the chart. Their stock saw a move from 195 to current 256. Will continue looking up what I can. Special thanks to the guy who mentioned google scholar, never ever heard of that as a thing ever until hours ago- man it's extremely useful. I'm just putting out the extra info I see here, as a I've never tracked this ticker before. You vets can take it and include it in future discussions/DD here on WSB.
Another T1 in the wild? I apologize if I get awkward. DID WE JUST BECOME BEST FRIENDS? We need a cure for sure. PODD just got approval on their closed loop system. Tandem has had it for a year. SENS said its something they are going into. Once SENS gets 180 day approval I'm going to give it a try.
Sens should announce soon an fda decision on their 180 day cgm. PODD I think they will blow through their high in 90 days. Buying calls 6 monthes out. All in if I see a dip. HOOD puts and I will never stop until they go to zero.
$PODD could see a nice bounce next week. Gonna open some spreads.
Somebody smarter than me tell me if I'm being delusional being very bullish on $PODD.
Easier said than done, but that’s where the technology is headed. Look at Insulet (PODD) for this.
It was talked about at the PODD conference last week by the CEO. ATNX is involved. Source is a friend of a friend, so ya know, trust me bro.
After PODD conference partnerships will be announced Nov 1-3, so yes, we have to hold the weekend.
https://theconferenceforum.org/wp-content/uploads//2021/10/PODD-Download-Agenda-2021-2.pdf
I was thinking the same. Watched some vids on prior PODD conferences and it does seen like they big boys are there for this purpose (to acquire new tech) ; however, they would likely need to then engage in a lot of back and forth and negotiation before an announcement. I am quite bullish on prog though.
Conference has already started. $PROG presents tomorrow at 9:30 AM eastern. Feel free to check #PODD2021 on twitter for live updates. 🚀🐸
They speak tomorrow at the PODD conference
Ok. There are a half dozen different companies that produce diabetes supplies: pumps, glucose monitors, etc. DXCM (50b) MDT (160b) PODD (20b) and many others. I don't subscribe to the idea that because one company (Livongo) is doing something involving digital Tx, that every other digital Tx company is a bust. By that logic, DXCM should be a 0 instead of a 50b company. I mean - that has been the bear thesis for that one for the past 10 years while that 20x'd - a larger company already produces a similar product (glucose monitors). Likewise, you can just as easily make the case that the Livingo buy-out at \~18b shows the value of acquisitions of these digital Tx companies. ​ If you have the slides of what Livingo actually have FDA approved, would be curious to read that though. IMO digital Tx will be a large TAM and there will be plenty of winners in that market over time.
Long story short, Pfizer has the drug that PROGs new device administers. At the end of the month 10/28-10/30, the device, patent, and studies will be presented by a panel at the PODD conference. The pictures shows the representatives from Pfizer who will be present, and the exact people who would be most interested in this. They are highlighted in the post. (PROGs newly patented OBDS showed major improvements to the function of the Pfizer drug Xeljanz, including cutting the detection of the drug by 43% in the bloodstream while simultaneously multiplying the amount of drug in the intestine by 30x+ by using the device to bypass the harsh digestive properties of the human stomach) That's breaking it down to the basics but I provided proof of all of that in the pictures. The link listed will take you straight to the PODD page and you can see the announcements for yourself. Partnership / aquisition / buyout in the very near future.
I believe that Eoflow will succeed in developing an artificial pancreas before PODD. The development of artificial kidneys is also expected. You can listen to the EOFLOW CEO's IR Book presentation on the link below. URL : http://irwebcasting.co.kr/ondemand?seq=104
then you are entering PODD at that price
Are you optimistic about PODD? You expect the stock to rise to that price
anyone have experience investing in the diabetes space? I've been eyeing PODD lately - insulin pump manufacturer with an automated insulin delivery system in the pipeline. I feel this might be a game changer as it completely removes the need for managing diabetes, or multiple daily injections
Also T1 diabetic and I could not be more bearish for the outlook of their cgm. For starters, DXCM, PODD, and MDT will continue to dominate the industry. Every endocrinologist in the country knows these systems well; they’re tried and true and insurance has varying coverage on all of them. SENS comparably is very far away from mass producing an amount that could ever compete with the big three. They’d need to spend millions on demos, education for doctors offices, and doctors will probably opt to wait before diving headfirst. I give that 3-5 years at least before it could be a common recommendation. What else is going to happen within 3-5 years? Smart pumps. I listened in on DXCM’s latest ER and they mentioned excessive funding toward R&D; probably in longevity/smart pump optimization. Once smart pump systems hit the market the cgm by itself will already be dinosaur tech in comparison. Addressing your bearish thoughts on dexcom: -I have personally never had my dxcm fall or rip off in my life. Not saying it cant happen, but I question if youre using a G4 or earlier (2016 model) because I had that problem a long time ago but the adhesives on the G6 sensors are phenomenal. -its not a needle thats in you (that obviously gets pulled out); its a sensor thread and there really isnt any fair way to compare that to what the SENS cgm will feel like. What if it gets inserted uncomfortably? 6 months of any feeling at all would be a prison. -The G7 is going to be the size of a thumbnail. I already forget im wearing my G6 but making it even smaller is huge for body placement and comfortability for kids especially. Can I see SENS hitting $10 someday? Absolutely; it reminds me of MVIS in its pump popularity in industries few people really understand. That being said I would not plan to invest in SENS in your boomer port for example.
>POD First of all it's PODD, second of all PODD doesn't make a CGM product and instead partners with both of the tickers listed in the OP to use theirs.
This will never be able to compete with TNDM/PODD with Dexcom combo in terms of outcomes. G7 is also right around the corner. It would be better to load on DXCM while it’s cheap since it rallies to $430 before every earnings.
60 minutes had a segment on artificial pancreases tonight. Might be a good time to buy some PODD/DXCM leaps. Everyone always dreams of buying the company thatll cure cancer before they do. This is your chance to buy the company that essentially will cure diabetes management before they get their FDA approval. [Trials look promising...](https://www.fiercebiotech.com/medtech/insulet-s-upcoming-artificial-pancreas-system-shows-gains-at-all-ages-type-1-diabetes)
Not all tech. I've got a varied list of blue chip stocks including MMM, KO, DIS, COST, JNJ & SBUX. I also work in healthcare so I'm into NVO, PODD, CMPS & MERK. And I'm bullish on travel reopening so I've got a bit in some airlines. I get that it's a long play, and like I said, if the majority these stocks turn around I'll change my tune on MF. But for now I had to choose to keep it or get a refund and after they tied me up for an hour this morning only to pitch at the end that I give them another $1500 for a VIP package while everything they suggested tanks harder that most of the rest of my portfolio (even my riskier picks)...well...
You should do 100% SPY. Sorry, not what you want to hear. But buying the market is what Buffett recommends and the studies back him up. second choice: 90% SPY, 10% dealer's choice third choice: 80% SPY, 10% brk.b (I see this honestly as almost as 'bond' fund, and a 90% equities/10% bond fund isn't a good split, though at 19, 100% stocks are better. Well, BRK is like a bond fund if you're 19, at least.) 10% in fun money. You do know that Buffett say bitcoin was like rat poison squared, right? I'd get out of crypto-that's a risky bet. Definitely at least lower your stake in TQQQ-you're playing with fire there, and the market drops, what, 33%, it goes to like 0? If you really didn't listen to the above advice (because you're 19 and I vaguely remember what it was like to be 19...), then my best compromise would be: 80% SPY, 5 BRK, 5 DXCM, 5 PODD, 3 ARKK (but ARKK is overvalued and I think Cathie's being stupid about TSLA which is WAY too overvalued and who knows how well they can handle the massive inflows they've had but at least it's a number of stocks), 1% TQQQ, 1% crypto.
Is this a good portfolio for a 19 year old? 33% SPY, 22% DXCM (I have high aspirations for this stock, which is why it’s such a large amount of my portfolio), 10% ARKK, 10% VUG, 8% PODD (another one I have high aspirations for), 5% BRK.B, 6% TQQQ, and 6% in crypto. My main concerns are that I should maybe lower my stake in my personal choices, or that I should diversify more away from tech. Any feedback is appreciated, please be considerate, I am not that experienced, just trying to have some good growth at a young age. Already got partially screwed over in the GME squeeze🤣
I think they've got room to grow. Perhaps double their current market share. They have some big headwinds though. Sensors aren't as accurate as DXCM and ABT. They can't replicate that tech all that well because of patent issues. No existing partnerships with other diabetes tech companies like PODD TNDM OR MDT. Sensor failure is going to be a pain. Dealing with another yet doctor's appt. No cgm in the meantime. DXCM and ABT can simply be replaced at home nbd. 10 day (in reality 15-20 day) replacement of a sensor at home is pretty far down on the list of hassles for a diabetic. Having to see a doctor whenever anything goes wrong is a big hassle. The value prop is just not that strong. It's not going to replace DXCM. It could carve out a niche in the market. My perspective as a DXCM user and 20 year diabetic. This post has some good comments from diabetics https://www.reddit.com/r/wallstreetbets/comments/lhj9dh/alright_apes_i_got_a_good_one_for_you_listen_up/gmy50kq
That's absurd. DXCM has this market on lock. Talk to me when SENS has partnerships with PODD, TNDM, and MDT.
Totally agree. Competition between DXCM, SENS, and ABT will only help the end consumer. I'm totally okay with any diabetes stocks getting attention if that enables them to innovate. SENS is definitely innovating with their products. Agree again on the disruption aspect. It's not going to be another TNDM or PODD for a while yet.
Yeah I bought $PODD near the top pre-pandemic (at like $212 at the end of February) and I held that for like 8 months until it recovered. My favorite investing quote is Warren Buffett saying that the stock market is just a tool for the patient to take money from the impatient.
Invest in what you know. I'm a type 1 diabetic and work as a biomedical engineer in multiple hospitals and what I started investing in is mainly medical device companies like $TNDM $SENS and $PODD. Once you find one's you like, buy in and HOLD.
happy to see SENS getting pumped here, but they are going to have serious headwinds from DXCM and ABT who already have adopted, mature cgm products on the market. Those other companies also have deals with the other big diabetes players like PODD, MDT, TNDM.