Core Viewpoint - Insulet Corporation (PODD) has experienced significant share price growth of 78.5% over the past year, outperforming the industry growth of 7.3% and the S&P 500's increase of 9.3% [1] Company Overview - Insulet develops and markets the Omnipod System, a continuous insulin delivery system for insulin-dependent diabetes, which includes the Omnipod and the next-generation Omnipod DASH [2] - The company reports revenues from three segments: U.S. Omnipod, International Omnipod, and Drug Delivery, with the latter involving partnerships with pharmaceutical companies [3] Factors Favoring Share Price Growth - The upward trend in Insulet's share price is driven by the strong performance of the Omnipod 5 system, which is the only FDA-cleared, fully disposable pod-based automated insulin delivery system, expanding the addressable market to over 5.5 million people in the U.S. [4] - Omnipod 5 has shown strong momentum in new customer acquisitions in the U.S., with sequential and year-over-year growth reported in Q1 2025 [5] - The company has successfully launched Omnipod 5 in multiple countries, including Australia, Belgium, Canada, and Switzerland, with plans for further market expansion in 2025 [6] - Insulet's focus on consumer-focused innovation is highlighted by the limited market release of Omnipod Discover, a digital platform aimed at enhancing patient engagement and outcomes [7] Financial Performance and Estimates - The Zacks Consensus Estimate for Insulet's 2025 EPS has increased by 0.7% to $4.31 in the past 30 days, with an earnings yield of 1.3%, outperforming the industry's yield of 0.6% [12]