Jim Cramer on Insulet Corporation: “It’s Still Too Expensive Because of the GLP-1 Threat”

Insulet Corporation (NASDAQ:PODD) was among Jim Cramer’s latest stock calls, as he suggested investors balance portfolios with hot and cold stocks. Toward the end of the lightning round, a caller sought Cramer’s opinion of the stock, and he said:

Insulet is the stock in the healthcare group. It is the biggest decline of any stock in the healthcare group, and I looked at it today to see if I could recommend it. It’s still too expensive because of the GLP-1 threat, existential.

Insulet Corporation (NASDAQ:PODD) develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes. It offers the Omnipod platform, including the Omnipod 5 automated insulin delivery system and Omnipod DASH, along with the broader Omnipod Insulin Management System. Parnassus Investments stated the following regarding Insulet Corporation (NASDAQ:PODD) in its third quarter 2025 investor letter:

Insulet Corporation (NASDAQ:PODD) is the sole manufacturer of a tubeless insulin pump to treat diabetes. The company has durable competitive advantages from its intellectual property and proprietary production processes. Insulet’s addressable market has the potential to significantly increase if it expands from Type 1 diabetics to the larger population of Type 2 diabetics.

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