Insulet (US:PODD) Businesswire·2025-11-20 17:30Core Insights - Insulet Corporation hosted its 2025 Investor Day, outlining a strategic plan to maintain leadership in the automated insulin delivery market for diabetes management [1][2][3] Strategic Plan and Market Focus - The company aims to drive growth in a total addressable market exceeding $30 billion by enhancing innovation, improving clinical practices, expanding access, and achieving commercial excellence [2][5] - Insulet's competitive advantages include its unique product design, a pay-as-you-go pharmacy model, advanced manufacturing capabilities, and a strong financial position [2][5] Financial Outlook (2025-2028) - Revenue is projected to grow at a compound annual growth rate (CAGR) of approximately 20% at constant currency rates, driven by increased adoption of Omnipod products and geographic expansion [7] - Adjusted operating margin is expected to expand by about 100 basis points annually, reflecting operational efficiencies [7] - Adjusted diluted earnings per share are anticipated to grow at a CAGR of over 25%, indicating a commitment to profitable growth [7] - Free cash flow is forecasted to remain strong, allowing for disciplined reinvestment in innovation and global scaling [7] Innovation Pipeline - Insulet introduced enhancements to the Omnipod 5, set to launch in 2026, along with two next-generation systems aimed at expanding market reach and improving automated insulin delivery [5][11] - The Omnipod 6, expected in 2027, will feature an adaptive algorithm for better glucose control and enhanced connectivity [11] - The Omnipod Fully Closed Loop for Type 2, planned for 2028, will be the first fully automated system designed specifically for type 2 diabetes, simplifying insulin delivery [11]