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真理主义者看好糖尿病公司，理由是潜在的市场增长
2025-06-16 23:24
- Truist initiated coverage of diabetes care firms DexCom (NASDAQ:DXCM), and Insulet (NASDAQ:PODD) at buy, and Tandem Diabetes Care (NASDAQ:TNDM) at hold, citing potential market growth and feedback from doctors.
- While DexCom has a "cheaper relative valuation" compared to Insulet, according to analyst Richard Newitter, the former is "“more controversial with (we think) somewhat mixed buyside sentiment following some mid-2024 execution stumbles (which we think are in rear view)."
- Still, Newitter has a $102 price target (~24% upside based on June 13 close).
- He has a $365 price target on Insulet (~20% upside), adding that it has "substantial first-mover advantage in the rapidly growing patch pump space which continues to drive a disproportionate capture of the pump mkt’s expansion."
- Newitter is a bit more cautious on Tandem, though he noted shares are “likely overcorrected following 4Q results and we think guidance likely sets up for a potential 2Q beat & raise”
- His price target for Tandem is $24 (~16% upside).
More on DexCom, Insulet, Tandem
- Tandem Diabetes Care: A Barbell Bet On A High-Stakes Turnaround
- Insulet Corporation: Shares Remain Astronomically Expensive
- DexCom Q1 Earnings: Organic Revenue Growth Versus Cost Pressure
- Tandem, Abbott in deal to combine insulin delivery with glucose-ketone sensor
- Tandem to pay Roche $36M in patent dispute settlement
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