Ecosystem map
Who orbits us across the T2D AID market
Radial view of our position relative to peers, direct threats, integration partners, likely strategic acquirers, and potential acquisition targets. Toggle categories to isolate a layer.
Peer
Threat
Partner
Acquirer
Target
Ecosystem rolodex
Similar stage/scale contemporaryAvg confidence: 9/10
Direct competitors squeezing shareAvg confidence: 9/10
Complementary integrations and channelsAvg confidence: 8/10
Likely strategic acquirersAvg confidence: 8/10
Potential acquisitions for usAvg confidence: 8/10
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Abbott is the swing player
Sits in both the partner and acquirer rings — supplies CGM to most AID makers and is a credible strategic buyer.
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Sequel + Beta Bionics are dual-coded
Threats today, but sub-scale install bases make them the most plausible acquisition targets for us in 2025.
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Pharma acquirers are circling
Lilly, Novo, and Sanofi need delivery hardware to defend GLP-1 franchises. Watch for partnership-to-acquisition pivots.