{
  "url": "https://struct.news/briefs/insulets-abbott-connection-comes-with-two-hats",
  "title": "Insulet’s Abbott connection comes with two hats",
  "summary": "Insulet’s filing map links it to Abbott as both a disclosed supplier and sensor partner, while nearly all of its Drug Delivery revenue comes from Amgen.",
  "published_at": "2026-08-18T23:49:09.314841+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": "Insulet Corporation",
    "ticker": "PODD",
    "cik": null,
    "sector": "Healthcare",
    "industry": null
  },
  "source_filing": null,
  "comparison_filing": null,
  "reported_figures": [
    {
      "group": "Insulet’s disclosed relationship map",
      "label": "ABT",
      "value": "ABT",
      "display": "ABT",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-18"
      }
    },
    {
      "group": "Insulet’s disclosed relationship map",
      "label": "AMGN",
      "value": "AMGN",
      "display": "AMGN",
      "unit": "ticker",
      "period": null,
      "detail": "21.0% revenue",
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-18"
      }
    },
    {
      "group": "Insulet’s disclosed relationship map",
      "label": "DXCM",
      "value": "DXCM",
      "display": "DXCM",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-18"
      }
    },
    {
      "group": "Insulet’s disclosed relationship map",
      "label": "ABT",
      "value": "ABT",
      "display": "ABT",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-18"
      }
    },
    {
      "group": "Insulet’s disclosed relationship map",
      "label": "MDT",
      "value": "MDT",
      "display": "MDT",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-18"
      }
    },
    {
      "group": "Insulet’s disclosed relationship map",
      "label": "TNDM",
      "value": "TNDM",
      "display": "TNDM",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-18"
      }
    }
  ],
  "watch_next": [
    {
      "type": "demand",
      "statement": "Rapid and Molecular Diagnostics sales decreased 8.8% (ex-FX) in 1H2026, attributed to lower demand for respiratory virus tests from a weaker respiratory virus season.",
      "importance": "medium",
      "evidence": "In Rapid and Molecular Diagnostics, sales decreased 8.8 percent in the first six months of 2026, excluding the impact of foreign exchange, primarily reflecting lower demand for respiratory virus tests due to a weaker respiratory virus season compared to the prior year.",
      "source_date": "2026-07-28"
    },
    {
      "type": "demand",
      "statement": "Monitor the reported 45.2% revenue increase excluding 14.2% FX and its attribution to higher volumes from a growing customer base and higher Omnipod 5 ASP vs Omnipod DASH.",
      "importance": "medium",
      "evidence": "Excluding the 14.2% favorable impact of currency exchange, the remaining 45.2% increase in revenue was primarily due to higher volumes from our growing customer base, and to a lesser extent, a higher average selling price for Omnipod 5, compared with Omnipod DASH.",
      "source_date": "2026-05-06"
    },
    {
      "type": "interest_rates",
      "statement": "Monitor higher interest expense tied to issued 6.5% senior notes and renewed swaps and the company’s ~ $40M net interest expense expectation for 2026.",
      "importance": "medium",
      "evidence": "Non-Operating Items Interest Expense and Income Interest expense increased $5.5 million to $14.7 million for the three months ended March 31, 2026, compared with $9.2 million for the three months ended March 31, 2025 primarily due to the issuance of 6.5% senior unsecured notes in March 2025 and the renewal of interest rate swaps at higher rates in April 2025.",
      "source_date": "2026-05-06"
    },
    {
      "type": "capital_investment",
      "statement": "Capital expenditures for the quarter were $712M vs $411M, including construction costs for new plants and expansion of manufacturing capacity.",
      "importance": "medium",
      "evidence": "Investing Cash used in investing activities during the three months ended March 31, 2026 and 2025, was primarily due to capital expenditures of $712 million and $411 million, respectively, including construction costs for new plants and expansion of manufacturing capacity.",
      "source_date": "2026-05-01"
    }
  ],
  "related_tickers": [
    "ABT",
    "AMGN",
    "BBNX",
    "DXCM",
    "MDT",
    "PODD",
    "TNDM"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}