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TNDM

Tandem Diabetes Care

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About Tandem Diabetes Care

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Recent Comments

the underdog story existed 8 years ago when JNJ shut down the animas division and those users needed a new home. TNDM executed well and the stock price followed this is now a mature company whose sales have stagnated considerably while the largest competitors are still growing 20% like clockwork. the same management that led the turnaround nearly a decade ago have all moved on. so no, i don't believe in them to execute
Nah. This is off base. TNDM is trading at basically a 1X P/S ratio and is being treated as a broken company. Their margins are improving, growth is improving, and they have a healthy balance sheet. If you believe in the companies ability to execute as an underdog (which I do), it wouldn’t be unreasonable to see growth and margins reach healthy levels and see the stock trade at a 2-3X multiple like most of its competitors, putting it around 35/share-45/share.
insulet + people prefer tubeless and tndm is years late in that regard + playing catchup you should worry about market share as new entrants like BBNX are going to take a large slice of the overall pie away also not the greatest balance sheet
I’d love to hear the logic. Is it mainly market saturation? That is a worry of mine, but tndm is also in the top 3 companies for market share, so I’m not too worried
i posted about TNDM on this sub and multiple subs back in 2017 when it was $5 and had PT of 60 as i'm pretty well versed with the industry but tndm is cooked. not a viable long term investment
Calls on tndm or bbnx? Because losing out right before that massive pump would’ve blown!
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