Insulet Corp (NAS:PODD)
$ 161.27 +2.99 (+1.89%) Market Cap: 11.17 Bil Enterprise Value: 11.64 Bil PE Ratio: 37.51 PB Ratio: 8.57 GF Score: 81/100

Insulet Corp at Bank of America Global Healthcare Conference Transcript

May 13, 2026 / 04:20PM GMT
Release Date Price: $148.84 (-6.01%)
Travis Steed
Bank of America - Analyst

Good morning, everybody. Travis Steeve, the Bank of America MedTech analyst.

Next up, we are glad to have Inflip here. We have Flavio Pease, Chief Financial Officer. Welcome.

Flavia Pease
Insulet Corp - Chief Financial Officer, Executive Vice President

Thank you, Travis. Great to be here.

Thank you all for your interest in Insulant. Looking forward to the chat.

Questions & Answers

Travis Steed
Bank of America - Analyst

Thank you. Maybe we'll start with seasonality in Q1. Deductibles getting reset. It's not really a new dynamic and other companies haven't called it out. So why was it kind of stronger than what you've kind of seen historically in Q1?

Flavia Pease
Insulet Corp - Chief Financial Officer, Executive Vice President

Yeah, to your point, deductibles we set every year, and there's normal seasonality in the category. We saw that in 2023 and in 2024. Last year was a little masked. We didn't see

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