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PODD INSULET
Yes — algorithm is the offer
What they are doing
Tubeless pump whose product is the algorithm. Omnipod 5 AID is in the 10-K. They shipped a new algorithm in June 2026 (100 mg/dL target, Libre 3 Plus). Discover (12k patients / 1,600 clinicians) is early. Fully closed-loop is 2027. Type 2 retention is a commercial miss — it does not invent a TIR number. No share-of-base or company TIR this quarter.
Why the score
- Reach 3 not 2: AID is a live program we can point to.
- Weight 3 not 4: the algorithm is how they go to market. 4 waits for a result this snapshot or fully closed-loop live.
- Proof 3 not 4: named launch. and new starts are hardware volume.
What would move it next quarter: Share of the base on the new algorithm, or a company TIR number.
Open these first
Evidence
Omnipod 5 includes a proprietary AID algorithm embedded in the Pod. The algorithm utilizes CGM values to predict glucose and automatically adjust insulin dosing intended to improve time-in-range.
June 2026: US rollout of Omnipod 5 algorithm enhancements including a lower 100mg/dL target. EVOLVE pivotal enrolling; 510(k) planned 2027.
McEvoy on algorithm launch, Discover 12k/1600, type 2 retention