Insulet Corp (PODD)

APShannon (30.87) Submitted: 11/3/2009 8:47:17 AM : Start Price: $11.68 PODD Score: -0.01

568

EBStroke (< 20) Submitted: 11/1/2009 8:52:36 PM : Start Price: $10.61 PODD Score: +12.83

Zacks Rank 3-Hold, Recommend Neutral, Industry Rank 91 / 217, Target 11.50, Avg Target of 10 analysts 13.81

EclecticRecluse (75.00) Submitted: 9/13/2009 6:44:50 PM : Start Price: $11.08 PODD Score: -5.22

Extremely High Price for Sales

xnautis (65.20) Submitted: 6/8/2009 1:07:51 PM : Start Price: $7.16 PODD Score: +52.52

Insulet Corporation makes a great product for patient with diabetes. I bought it when I found out that I have a few friends that use this device and love it. I did a bit more research and think the are a solid company. Unfortunately, is appears Medicare will not pay their insulin delivery system so this will probably put a cap the potential profits they could be making. Medtronic, however, does have a competing product that is approved by Medicare.

cpalerm (25.06) Submitted: 4/4/2009 1:13:51 PM : Start Price: $4.42 PODD Score: -143.02

While they have a very nice product it has some design 'features' which might lead to trouble. Each pod (the actual pump) works for only 3 days and is thrown away after that. This means 122 pods per patient per year; scaling up production to be able to serve any significant portion of the US market, much less the world market, is a huge endeavor. This is most likely why they have not gone ahead into offering the pump for use in the delivery of other drugs.
There are other related issues to their product that makes it harder to sustain market share, particularly in times like these, with many people loosing their health insurance and therefore not being able to keep purchasing the pumps.

Osterhage (88.72) Submitted: 1/2/2009 6:43:16 PM : Start Price: $7.87 PODD Score: +35.46

Two of my sisters have juvenile diabetes- they love the Omnipod, its a winner. And to boot, the Insiders jumped in heavy at its 52-week low. I'm in at $7.00.

billwdude (69.91) Submitted: 11/14/2008 9:38:46 PM : Start Price: $4.29 PODD Score: +153.88

New VP Bill Arthur is a driving force has done nothing but succeed in this business for 20 years.

delos2 (< 20) Submitted: 8/11/2008 6:17:09 PM : Start Price: $14.97 PODD Score: +4.29

Not a market guy, but a manufacturing guy. Insulet was my account up until last year when the printed circuit board company I worked for finally gave up to offshore pressure. I knew a lot of these guys and I am amazed this company has not taken off like a rocket. Never opened a Schwab account before but did for this group and closed it when I thought they couldn't figure out how to get out of their own way. One of life's disapointments. Insulet needs to figure out how to stop spending and start making money. A top notch product I know well. Good luck - when the price point is back in the $12's will take another look. There were a whole list of meds this pump was slated to dispense.

matkow (< 20) Submitted: 7/23/2008 2:58:18 PM : Start Price: $15.64 PODD Score: -9.23

I use there product and it is far superior to all of the other insulin pumps on the market. I have also seen that they are teaming up with several other companies to produce new products such as a combined pump and CGM that may combine the insulin pump and the CGM sensor so you only have to have one thing stuck on your body. That would be a relief for people like me who don't want to stick two things to their bodes.

Also I think that the innovative thinking that made them the first tubeless pump will help guide them to make more improvements to their product.

I think the worst case scenario is they get bought by some larger company like Medtronic or Abbott.

thedukie (< 20) Submitted: 6/25/2008 9:38:20 AM : Start Price: $16.27 PODD Score: +9.46

Medtronic will have competitive product in the future, and insulet has production issues and is burning through a lot of cash.

bulldung (43.82) Submitted: 4/5/2008 12:18:41 AM : Start Price: $15.75 PODD Score: +3.99

Probably a great idea but total revenue of insulin pump competitors and podd is somewhere near 300m, they have 90+m in cash; their costs of sales,expenses,ie negative cash flow will require them to not only hammer the competition but also convert nonpump diabetics to use the pod I believe they will run out of money before they can do this.As I am a novice and am literally learning from the Foolbook,Investment Guide, this pitch holds as much value as my name

BarelyMarginal (43.05) Submitted: 2/7/2008 10:41:37 AM : Start Price: $18.34 PODD Score: -18.38

Newly on the market medical device maker with very good buzz and decent returns.