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Pods, Patches and Patient Psychology: How Diabetes Tech Is Turning Complexity into Cash Flow -( $MODD $PODD )

by John F. Heerdink, Jr. 3 days ago 188Views 0Likes

Insulin delivery is quietly having a moment, and the market may be underestimating just how big that moment could become for both incumbents and upstarts in the tubeless pump arena, particularly Insulet Corporation (NASDAQ: PODD) and Modular Medical, Inc. (NASDAQ: MODD). Diabetes…

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. 4 days ago 328Views 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…

The Insulin Pump That Could Spark a Bidding War: Modular Medical’s Pivot Targets Millions Still on Manual Injections -( $ABT $JNJ $MDT $MMED $MODD $PODD $TNDM )

by John F. Heerdink, Jr. May 22, 2026 704Views 0Likes

Modular Medical (MODD) has cleared a crucial regulatory hurdle that positions its Pivot insulin patch pump as a potential game-changer in the $7 billion diabetes technology market, with FDA 510(k) clearance paving the way for commercial shipments by the end of Q2…

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 222Views 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:…

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 179Views 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…

Diabesity’s New Plus‑One: FDA Gives Green Light to Modular Medical’s Pivot Patch Pump -( $MODD $LLY $NVO )

by John F. Heerdink, Jr. April 9, 2026 505Views 0Likes

Modular Medical’s (NASDAQ: MODD) latest regulatory milestone upgrades the narrative: the company has now secured FDA 510(k) clearance for its Pivot tubeless insulin patch pump, moving from “launch‑ready” to “launch‑approved” in the heart of the fast‑growing diabesity market. Pivot Patch Pump Gets…

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 325Views 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,…

Diabetes Devices Go Prime Time: How MMED, MODD, and PODD Are Turning Pumps Into a Portfolio Theme -( $MDT $MMED $MODD $PODD )

by John F. Heerdink, Jr. March 17, 2026 301Views 0Likes

MiniMed’s (MMED) IPO, Modular Medical’s (MODD) financing sprint, and Insulet’s (PODD) new data readout together sketch a surprisingly upbeat picture for diabetes tech investors watching the next leg of insulin-delivery innovation. Diabetes Tech Steps Into the Spotlight In early March, MiniMed Group,…

Why Tandem Diabetes Care’s Convertible Notes and Modular Medical’s Pivot Pump Matter for Diabetes Investors -( $MDT $MODD $PODD $TNDM )

by John F. Heerdink, Jr. February 24, 2026 282Views 0Likes

Tandem Diabetes Care’s (TNDM) latest trip to the capital markets reads less like a distress signal and more like a company quietly extending its runway in a race it fully intends to finish. At the same time, a familiar name in diabetes…

The Big Mac Meets the Skinny Pill: How McDonald’s and Eli Lilly Are Sharing the Same Consumer -( $LLY $MCD )

by John F. Heerdink, Jr. February 12, 2026 530Views 0Likes

McDonald’s (MCD) has handled low-carb fads, kale revolutions, and the brief reign of cauliflower rice, but its newest rival comes with a prescription label and a co-pay. GLP-1 weight-loss medicines—from injectables like Eli Lilly’s (LLY) Mounjaro and Zepbound to the next wave…

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Pods, Patches and Patient Psychology: How Diabetes Tech Is Turning Complexity into Cash Flow -( $MODD $PODD )

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

The Insulin Pump That Could Spark a Bidding War: Modular Medical’s Pivot Targets Millions Still on Manual Injections -( $ABT $JNJ $MDT $MMED $MODD $PODD $TNDM )

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

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

Diabesity’s New Plus‑One: FDA Gives Green Light to Modular Medical’s Pivot Patch Pump -( $MODD $LLY $NVO )

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

Diabetes Devices Go Prime Time: How MMED, MODD, and PODD Are Turning Pumps Into a Portfolio Theme -( $MDT $MMED $MODD $PODD )

Why Tandem Diabetes Care’s Convertible Notes and Modular Medical’s Pivot Pump Matter for Diabetes Investors -( $MDT $MODD $PODD $TNDM )

The Big Mac Meets the Skinny Pill: How McDonald’s and Eli Lilly Are Sharing the Same Consumer -( $LLY $MCD )

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