Diabetes Technology Growth Outlook (with Scarlet Fu)

Diabetes tech market set for double-digit growth through 2030. CGM duopoly (Dexcom, Abbott) and insulin pump makers (Beta Bionics, Tandem) are key beneficiaries. Reimbursement expansion into Type 2 diabetes is biggest growth driver. AI helps improve algorithm accuracy for glucose detection and insulin delivery. Non-invasive monitoring via Apple Watch still far off.

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Bloomberg 7.0
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Matt Henrikson 6.5

Diabetes Technology Growth Outlook (with Scarlet Fu)

Scarlet Fu

Bloomberg Intelligence 2026 outlook sees double-digit growth for wearable monitors and pumps through end of decade. Which companies benefit?
Matt Henrikson

Two segments: CGM duopoly (Dexcom, Abbott) and insulin pump market (Beta Bionics, Tandem Diabetes). Those are the major four players.
Scarlet Fu

Product approvals, clinical trials, reimbursement changes will disrupt market - explain.
Matt Henrikson

Continuous innovation like iPhone generations. Biggest factor is reimbursement expansion into Type 2 diabetes patients - a less sicker but much larger cohort. CMS and insurers need clinical data proving CGM benefits. Dexcom presenting data next week at ADA conference which could convince CMS to reimburse.
Scarlet Fu

Does AI disrupt this market?
Matt Henrikson

AI helps. Companies create algorithms to detect glucose trends proactively and determine exact insulin delivery amounts. Too much insulin is more dangerous than too little. AI and big data from millions of glucose levels improve accuracy.
Scarlet Fu

Apple Watch non-invasive blood sugar monitor - where are big tech companies playing?
Matt Henrikson

Non-invasive sensor from outside skin is still very far off. Nearer term: privately held companies like Biolink getting approval for sensors with smaller needles. That type of technology comes first.

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