The analyst rates Insulet as his top choice, followed by Dexcom (DXCM) and Tandem Diabetes Care (TNDM) in the space, given the headline risk around Libre coverage and insufficient evidence of accelerating pump
additions for the latter names respectively.
6 Millions of drivers have been hit with accelerating pump
prices despite hardly any rise in wholesale costs.
"Record fuel prices are fuelling inflation, and the high proportion of tax on fuel is accelerating pump
prices," said FPB chief executive Nick Goulding