Insulet Corp (FRA:GOV)
€ 250.4 24.9 (11.04%) Market Cap: 17.41 Bil Enterprise Value: 17.87 Bil PE Ratio: 45.89 PB Ratio: 16.81 GF Score: 90/100

Insulet Corp at Morgan Stanley Global Healthcare Conference Transcript

Sep 13, 2023 / 05:35PM GMT
Release Date Price: €164.3 (+0.67%)
Unidentified Analyst

All righty. Thank you very much. It's [Patrick] on the U.S. medtech team here. And very excited to have Jim and Wayde, CEO and CFO of PODD, over here. And it's going to be a really interesting discussion, I think.

Disclosures, morganstanley.com/researchdisclosures, very exciting website. I expect to see all of you there. Reach out to your sales reps if you have any other questions.

And so with that, let's kick it off. I think you want to do some opening remarks, right?

James R. Hollingshead
Insulet Corporation - President, CEO & Director

Yes. Patrick, thank you very much, and thanks, everybody, for joining us today. It's great to have you all here. I'll just start with a couple of comments.

And first one is our business has fantastic momentum. We're coming off of a fantastic Q2 with record new customer starts, record revenue. We grew 32% year-over-year. And it's our fourth straight quarter of growth in the U.S. that starts with a 4. So we've had 4 straight quarters of U.S. growth at 40%-plus, which is really, really

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