Insulet (PODD) December 5, 2016 Emails to Analysts

Dear ____


We believe analysts are being misled by Insulet (PODD) about its competitive position in the insulin pump market. Please see our recent report at the following link. It appears as though analysts have been told - and believe - that Medtronic’s new device, the 670G, will not be competing with the Omnipod. We spoke with Medtronic and a variety of other sources as well that all confirmed that is absolutely false. We believe the 670G, which has already caused difficulties at TNDM and DXCM, will impact PODD in the near term.




Please contact me with any questions.




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