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Insulet (PODD) Hits 52-Week High on Solid Growth Prospects

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On June 12, shares of Insulet Corporation (PODD - Free Report) scaled a new 52-week high of $116.41, closing the session a tad bit lower at $115.85. The upside followed after impressive first-quarter 2019 earnings results.

Insulet had a great run on the bourses in the past year. The stock has surged 13.7% compared with the S&P 500 index’s rise of 2.5%. The return is also higher than the broader industry’s rise of 5.5%.

Considering the above factor, one may expect theleading developer of end-to-end automation solutions for the medication-use process, to scale new highs in the upcoming quarters. Further, the company delivered average positive earnings surprise of 135.9% in the trailing four quarters.

Estimate revision trends for the current year look impressive. In the past two months, nine estimates have moved upwards and two estimates have moved in the opposite direction.

Factors Driving the Stock

Progress of U.S. Manufacturing Facility: Management seems to be particularly upbeat about the manufacturing unit in Acton, Massachusetts. The company was building the facility to reduce manufacturing costs, increase capacity to accelerate growth and overcome supply shortfall issue. Per management, one line in the new manufacturing facility in the United States will deliver up to 50% of the capacity of its total China operations along with around 90% less headcount. In this regard, the company opened its new worldwide headquarters and the U.S. manufacturing facility in May, 2019.

Omnipod’s market expansion continues: Since the full commercial launch of the Omnipod DASH system in the United States in the last reported quarter, the company has consistently generated revenues. Steady global expansion and rollout of innovative products like Omnipod DASH and Omnipod Horizon automated insulin delivery system have enabled the company to penetrate into the Type 1 and Type 2 insulin dependent diabetes market.

Omnipod Horizon, a New Focus: Insulet is making progress with respect to the development of the Omnipod Horizon automated insulin delivery system. The market seems to be upbeat about the company’s significant progress with its Horizon clinical development work. Insulet is currently on track to start pivotals in the fourth quarter of 2019.

Insulet continues to offer support to Tidepool's efforts to achieving an open source, iOS-based loop app and algorithm approved by the FDA. The company is also collaborating to secure FDA’s approval for Omnipod as a component of the Tidepool Loop automated insulin delivery system.

Zacks Rank and Key Picks

Insulet currently carries a Zacks Rank # 3 (Hold).

Some better-ranked stocks in the broader medical space are Cerner Corporation , Penumbra (PEN - Free Report) and Bruker Corporation (BRKR - Free Report) . Each currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1(Strong Buy) Rank stocks here.

Cerner’s long-term earnings growth rate is expected to be 13.5%.

Penumbra’s long-term earnings growth rate is projected at 21.5%.

Bruker’s long-term earnings growth rate is estimated at 11.7%.

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