Insulet Corp (STU:GOV)
€ 122.25 +1.65 (+1.37%) Market Cap: 8.46 Bil Enterprise Value: 8.82 Bil PE Ratio: 26.41 PB Ratio: 6.89 GF Score: 77/100

Insulet Corporation at Wells Fargo Healthcare Conference Transcript

Sep 09, 2026 / 06:15PM GMT
Release Date Price: €118.25 (-2.99%)
Lawrence Biegelsen
Wells Fargo Securities LLC - Analyst

All right, welcome back. I'm Larry Biegelson, the Medical Device Analyst at Wells Fargo, and it's my pleasure to host this fireside chat with the management team from Insulate.

With us, we have Ashley McAvoy, President and CEO and Flavia Pease, Executive Vice President and CFO and Claire Trachman, Head of Investor Relations.

Ashley and Flavia, thanks so much for being here.

Questions & Answers

Lawrence Biegelsen
Wells Fargo Securities LLC - Analyst

So, Ashley, it's hard not to start with the Q2 updates or update. So let's start there.

You took down guidance because of three issues, lower retention and utilization in Type 2, lower new starts due to softness in Q1 and less pricing. Two-thirds of the change was due to the Type 2 issue. And probably the number one question we've been getting, and my guess is you, why was this such a surprise?

Ashley McEvoy
Insulet Corporation - President, Chief Executive Officer, Director

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