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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 247Views 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…

Cooler Jobs, Hotter Trades: What A Sub‑100K Payroll Print Can Mean For Your Risk Book-( $LLY $MODD $SMWB $TSM )

by John F. Heerdink, Jr. July 1, 2026 233Views 0Likes

Wall Street is tiptoeing into summer with inflation still in the doghouse, jobs growth cooling just enough to keep the Fed interesting, and a trio of stock-specific storylines reminding investors that stock-picking still matters in an index world. Key Takeaways For Investors…

When Simplicity Becomes a Moat: How Modular Medical’s Pivot Pump Could Reprice Diabetes Convenience -( $ABT $MODD $LLY )

by John F. Heerdink, Jr. July 1, 2026 371Views 0Likes

Modular Medical’s (NASDAQ: MODD) latest FDA submission turns a quiet diabetes niche into a live‑wire medtech story, with an underappreciated, tubeless insulin “Pivot” that is starting to look less like a gadget and more like a platform. A Small Cap With Big…

The ‘Almost‑Pumper’ Revolution: Modular Medical’s Pivot And The Art Of Making Diabetes Easier -( $MODD )

by John F. Heerdink, Jr. June 30, 2026 256Views 0Likes

Modular Medical’s Pivot™ tubeless insulin patch pump is quietly staging the kind of commercial debut that makes both endocrinologists and investors sit up a little straighter. With first patients now trained and actively dosing in the wild as of this week, the…

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 274Views 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 336Views 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…

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

by John F. Heerdink, Jr. June 5, 2026 447Views 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. 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…

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 840Views 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…

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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 )

Cooler Jobs, Hotter Trades: What A Sub‑100K Payroll Print Can Mean For Your Risk Book-( $LLY $MODD $SMWB $TSM )

When Simplicity Becomes a Moat: How Modular Medical’s Pivot Pump Could Reprice Diabetes Convenience -( $ABT $MODD $LLY )

The ‘Almost‑Pumper’ Revolution: Modular Medical’s Pivot And The Art Of Making Diabetes Easier -( $MODD )

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 )

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 )

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