CGM razor-blade: ~34% of global CGM shipments. G7 15-Day sensor, Stelo OTC (non-insulin/wellness), GenAI insights (Google Vertex/Gemini). Recurring sensor revenue creates genuine consumable moat.
Conviction●○○○○1 of 5
Research target—Snapshot target
Thesis statusNEEDS_MORE_DATALast reviewed Not reviewed
Market cap$27.49BSnapshot value
OTC/DTC expansion (Stelo); non-insulin/wellness market; pediatric adoption (~18% CAGR); GLP-1 crossover driving CGM demand; implantable sensor pipeline.
Abbott (~53% share) competitive pressure; pricing/reimbursement pressure; GLP-1 reducing diabetes prevalence long-term (counter-intuitive risk); 5-year underperformance vs broad equities despite opportunity.
needs X/Reddit sentiment sweep
Snapshot · Not reviewed🟢 Lean-Bull · ins-$3.2M · 13F 18+/7- · short↑0.23
Snapshot · Not reviewed