On September 25, 2025, the U.S. Commerce Department announced a national security investigation into medical equipment and devices. The investigation targets companies in the medical device sector, including Insulet Corporation, which manufactures tubeless insulin pumps.
The investigation is part of a broader effort to assess the security risks associated with imported medical devices. Insulet, a key player in the diabetes technology market, could face increased scrutiny over its supply chain and product sourcing.
If the investigation leads to tariffs, Insulet could experience higher import costs for its components and finished products. This could impact the company’s cost structure and pricing strategy, potentially affecting profitability and market competitiveness.
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