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英速特公司:第46届全球医疗健康年度大会:核心要点总结-20250611
PODDInsulet (PODD) 高盛·2025-06-11 10:45

10 June 2025 | 10:02AM PDT Insulet Corp. (PODD): 46th Annual Global Healthcare Conference — Key Takeaways Presenters: Ana Maria Chadwick (EVP, CFO) Bottom Line: The company reiterated its core strategic priorities (driving increased penetration in Type 1s, ramping adoption in the Type 2 population, and expanding internationally) as well as achieving at least 100bps of annual operating margin expansion. PODD shares were underperforming the S&P 500 by ~250bps (at the time of this note), mainly as investors de ...