Insulet (PODD)

As you point out, Insulet has an innovative method of delivering insulin...

Suggestion by Irakrakow on 2008-01-24 01:26:21

As you point out, Insulet has an innovative method of delivering insulin to diabetes patients. The OmniPod System features only two discreet, easy-to-use devices that eliminate the need for a bulky pump, tubing and separate blood glucose meter, provide for virtually pain-free automated cannula insertion, communicate wirelessly and integrate a blood glucose meter. Diabetes is a huge market. There are 300,000 current insulin pumpers in the US.

Insulet is a startup which did its IPO in May 2007, with a secondary IPO in November, 2007. Have you compared the OmniPod with the Medtronic minimed Paradigm system, which markets a real time insulin pump? According to their 3rd quarter 2007 conference call, Insulet has an development agreement with Abbott Labs for continuous glucose monitoring. PODD is also doing offshore production of their OmniPods in China. They have a manufacturing agreement with Flextronics as well. Could you analyze whether or not the company will be profitable before its cash from the IPO runs out?

Sources:
http://www.myomnipod.com/products/ http://insulinpumpdemystified.blogspot.com/2006/05/allure-of-omnipodat-least-on-film.html http://www.bloggingstocks.com/2007/10/02/analyst-initiations-cypb-bac-podd-tleo-and-vocs/ http://www.minimed.com/products/insulinpumps/ http://www.seekingalpha.com/article/35397-three-healthcare-ipos-eurand-insulet-corporation-skilled-healthcare-group http://biz.yahoo.com/prnews/080107/nym062.html?.v=96

Add comments or discussion related to this suggestion here.

Wikinvest © 2006, 2007, 2008, 2009, 2010, 2011, 2012. Use of this site is subject to express Terms of Service, Privacy Policy, and Disclaimer. By continuing past this page, you agree to abide by these terms. Any information provided by Wikinvest, including but not limited to company data, competitors, business analysis, market share, sales revenues and other operating metrics, earnings call analysis, conference call transcripts, industry information, or price targets should not be construed as research, trading tips or recommendations, or investment advice and is provided with no warrants as to its accuracy. Stock market data, including US and International equity symbols, stock quotes, share prices, earnings ratios, and other fundamental data is provided by data partners. Stock market quotes delayed at least 15 minutes for NASDAQ, 20 mins for NYSE and AMEX. Market data by Xignite. See data providers for more details. Company names, products, services and branding cited herein may be trademarks or registered trademarks of their respective owners. The use of trademarks or service marks of another is not a representation that the other is affiliated with, sponsors, is sponsored by, endorses, or is endorsed by Wikinvest.