$SENS - high of $5.25 ~$1.08B valuation. Current leadership would be proud to get an offer over $5/share. If current +4K install base doesn’t grow to 8K by Q1, dilution will certainly follow. I would guess that adding fewer than 8K/qtrly is not going to get it done. I have low confidence current leadership can drive shareholder value by delivering QoL therapy to most that could benefit from it, on their own. Dexcom is surging (share price, instagram follows, sales, brand awareness, tv commercials) Tandem ships 17K pumps a quarter. Much larger install base.
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