diabetes Archives - Vista Partners LLC

The 97% Signal: Why Millions of Diabetes Patients Are Ready to Ditch the Needle — and What One Company Is Doing About It -( $MODD $MDT $PODD $TNDM )

by John F. Heerdink, Jr. July 15, 2026 308Views 0Likes

Modular Medical's fresh research confirms what clinicians have long suspected: the "almost-pumper" market is enormous, underserved, and apparently very, very tired of injecting insulin in parking lots. A Number Worth Repeating: 97% In the often-cautious world of medical device commercialization, where product…

From Couch to $50 Copay: Medicare’s Bridge Program and the Long‑Only Case for Obesity as a Chronic‑Care Asset Class -( $LLY MODD $NVO )

by John F. Heerdink, Jr. July 5, 2026 249Views 0Likes

Medicare’s new $50 GLP‑1 program and a fresh wave of insulin‑delivery innovation are quietly rewriting the economics of chronic care—and investors who blink risk missing a secular health‑tech rerating hiding inside the fine print. At the same time, companies like Modular Medical…

Biotech, Insulin Pumps, & Power Boards: Four Chronic‑Care Plays Quietly Rewriting the Healthcare Script -( $ABVX $LLY $MMED $MODD )

by John F. Heerdink, Jr. June 30, 2026 277Views 0Likes

Wall Street’s biotech and medtech set is quietly stitching together a new playbook for chronic disease – one that blends Phase 3 data, insulin hardware, boardroom star power, and China oncology. Ulcerative Colitis: Abivax Steps Onto Center Stage French biotech Abivax SA…

Inside the New Metabolic Gold Rush: How Sanofi’s Tzield, Modular Medical’s Pivot Pump and GLP‑1 Weight‑Loss Drugs Are Reshaping Diabetes Care -( $AZN $GPCR $LLY $MODD $NVO $PFE $SNY )

by John F. Heerdink, Jr. June 26, 2026 339Views 0Likes

Wall Street has a new favorite subplot in the diabetes and obesity saga: a three-act story where Sanofi (SNY) shores up the autoimmune front, Modular Medical (MODD) quietly rewires insulin delivery, and the GLP‑1 heavyweights audition next‑gen obesity drugs on the ADA…

Simplify, Stick, Deliver: How Modular Medical’s Pivot Patch Pump Targets Millions Of “Almost-Pumpers” -( $MODD )

by John F. Heerdink, Jr. June 15, 2026 337Views 0Likes

For millions of people living with diabetes, “advanced technology” still means a pocket full of syringes and a mental spreadsheet of carbs, units, and timing. Into that world steps Modular Medical’s (NASDAQ: MODD) Pivot Insulin Delivery System, a tubeless insulin patch pump…

Pivoting on Insulin: How Paul DiPerna’s New Insulin Pump Aims to Move Patients’ Blood Sugar — and Possibly Investors’ Portfolios -( $MODD $TNDM )

by John F. Heerdink, Jr. June 4, 2026 524Views 0Likes

Modular Medical’s (NASDAQ: MODD) Pivot insulin delivery system reads like a classic Wall Street story: a veteran founder, a large underserved market, and a product designed to make a complex therapy finally feel simple. The Engineer Who Refused to Over-Engineer Paul…

GLP-1s, Hairlines, and the Almost-Pumpers: Why Modular Medical May Be Ready for Its Close-Up -( $LLY $MODD )

by John F. Heerdink, Jr. May 2, 2026 283Views 0Likes

At this point, glucagon-like peptide-1 drugs, or GLP-1s, have become the market’s favorite lifestyle macro-theme, credited with trimming waistlines, lowering A1Cs, and supposedly reshaping everything from snack aisles to airplane seat designs. Yet in 2026, a new subplot is stealing some headlines:…

Winning in the New FDA Era: Why Modular Medical’s Pivot Could Turn “Almost‑Pumpers” into Believers -( $MODD $PODD )

by John F. Heerdink, Jr. May 1, 2026 412Views 0Likes

Tribe Public’s (www.TribePublic.com) latest CEO spotlight managed to condense a multi‑year medtech inflection point into a crisp half hour—and still leave investors wanting a few more slides. On May 1, 2026, Modular Medical (NASDAQ: MODD) CEO Jeb Besser joined Tribe Public’s members…

From Shopping Carts to Smart Carts: Walmart’s Digital Health Push Meets Lilly’s GLP‑1 Boom – ( $AMGN $LLY $MODD $NVO $PFE $WMT )

by John F. Heerdink, Jr. April 20, 2026 244Views 0Likes

Walmart’s (WMT) latest move into digital health reads less like a retail side-hustle and more like an opening bell in the next leg of the GLP‑1 trade, with syringes, smartphones, and stock tickers all lining up on aisle 7. As weight‑loss drugs…

The Diabesity Gold Rush: GLP‑1 Giants and a Tiny Patch Pump Hunting for XXL Returns -( $AMGN GS $LLY $MODD $NVO )

by John F. Heerdink, Jr. April 8, 2026 396Views 0Likes

The global “diabesity” market is swelling into a once‑in‑a‑generation opportunity, and Eli Lilly, Novo Nordisk—and now a new class of device innovators like Modular Medical (NASDAQ: MODD)—are still lacing up their running shoes rather than sprinting for the finish line. For investors,…

Tag: diabetes

The 97% Signal: Why Millions of Diabetes Patients Are Ready to Ditch the Needle — and What One Company Is Doing About It -( $MODD $MDT $PODD $TNDM )

From Couch to $50 Copay: Medicare’s Bridge Program and the Long‑Only Case for Obesity as a Chronic‑Care Asset Class -( $LLY MODD $NVO )

Biotech, Insulin Pumps, & Power Boards: Four Chronic‑Care Plays Quietly Rewriting the Healthcare Script -( $ABVX $LLY $MMED $MODD )

Inside the New Metabolic Gold Rush: How Sanofi’s Tzield, Modular Medical’s Pivot Pump and GLP‑1 Weight‑Loss Drugs Are Reshaping Diabetes Care -( $AZN $GPCR $LLY $MODD $NVO $PFE $SNY )

Simplify, Stick, Deliver: How Modular Medical’s Pivot Patch Pump Targets Millions Of “Almost-Pumpers” -( $MODD )

Pivoting on Insulin: How Paul DiPerna’s New Insulin Pump Aims to Move Patients’ Blood Sugar — and Possibly Investors’ Portfolios -( $MODD $TNDM )

GLP-1s, Hairlines, and the Almost-Pumpers: Why Modular Medical May Be Ready for Its Close-Up -( $LLY $MODD )

Winning in the New FDA Era: Why Modular Medical’s Pivot Could Turn “Almost‑Pumpers” into Believers -( $MODD $PODD )

From Shopping Carts to Smart Carts: Walmart’s Digital Health Push Meets Lilly’s GLP‑1 Boom – ( $AMGN $LLY $MODD $NVO $PFE $WMT )

The Diabesity Gold Rush: GLP‑1 Giants and a Tiny Patch Pump Hunting for XXL Returns -( $AMGN GS $LLY $MODD $NVO )

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