Guidance And Growth ExpectationsManagement's updated 4Q-24 U.S. guidance also suggests a slowing in 4Q y/y domestic growth to ~14-17%.
Market Share And CompetitionSurvey results suggest more limited MDI share recapture for Mobi than bulls seem to expect.
Profitability And Market ChallengesFurther upside requires higher Type 2 adoption, greater share gains, or accelerated profitability improvements, which are currently not assured.