Calls
1
u/Naviole
Reddit r/wallstreetbets
Win Rate
100.0%
return
+41.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 28
$16.05
+41.1%
Tandem is trading at ~1x projected 2026 revenue ($1.075B) with recurring revenue from PayGo, positive EBITDA trajectory, and a pipeline for a tubeless pump to compete with Omnipod. Wall Street is discounting temporary PayGo transition headwinds, but the shift multiplies lifetime patient value. As margins expand and revenue grows, the stock could re-rate violently higher or attract a buyout at 30-50% premium. A high-risk/high-reward long position betting on execution or acquisition in a sticky medical device market. FDA delays, GLP-1 fears (though irrelevant to T1D), Medicaid reimbursement issues, execution risk on PayGo transition, competition from Insulet's Omnipod, and community comments suggesting endocrinologists favor Omnipod.
Tandem is trading at ~1x projected 2026 revenue ($1.075B) with recurring revenue from PayGo, positive EBITDA trajectory, and a pipeline for a tubeless pump to compete with Omnipod. Wall Street is discounting temporary PayGo transition headwinds, but the shift multiplies lifetime patient value. As margins expand and revenue grows, the stock could re-rate violently higher or attract a buyout at 30-50% premium. A high-risk/high-reward long position betting on execution or acquisition in a sticky medical device market. FDA delays, GLP-1 fears (though irrelevant to T1D), Medicaid reimbursement issues, execution risk on PayGo transition, competition from Insulet's Omnipod, and community comments suggesting endocrinologists favor Omnipod.
MedTech
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u/Naviole has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: TNDM.
