Hey Folks,
This is Michael Reece delivering you your new setup Modular Medical Inc. (Nasdaq: MODD).
The company has several catalysts in the pipeline, beginning with new FDA-Clearance for its Next-Gen Pivot™ Insulin Pump — designed to make insulin pumps easy to learn, use, and afford. The company targets a $3B adult “almost-pumpers” market.
Experienced investors know that one of the most important milestones for an emerging medical-device company is the transition from development to commercialization. It's often the point where years of research begin to translate into real-world adoption and commercial execution.
MODD is a diabetes technology company that just reached a major commercial milestone.
The company recently announced that its Pivot™ tubeless insulin patch pump is now commercially available in the United States following FDA 510(k) clearance received in April.
According to MODD, first shipments began in June, marking the company's transition from a development-stage medical device company to a commercial-stage business.
The announcement comes just weeks after the launch of PivotPump.com and ahead of broader commercial expansion activities expected to begin in late 2026.
According to the company, the rollout will begin with select high-volume endocrinology practices before expanding into multiple metropolitan markets by late 2026.
What makes this story particularly compelling is the patient population MODD is targeting. According to the company, approximately 4.8M Americans require daily insulin, yet only about 20% currently use an insulin pump.
Pivot™ was developed specifically for adults who remain on multiple daily injections because of cost, complexity, or usability barriers associated with traditional pump systems, a group MODD refers to as the "almost-pumper" population.
The company estimates this segment represents a $3B market within the broader diabetes technology industry. MODD also notes that Pivot™ is the first two-part tubeless patch insulin pump currently available in the United States.
Add in MODD’s founder Paul DiPerna who previously founded Tandem Diabetes Care which did $1B in revenue in 2025, and designed the widely recognized T insulin pump. MODD enters this commercial stage with both a differentiated product and leadership deeply rooted in insulin delivery technology.
7 Reasons Why You Need to Pay Close Attention
to Modular Medical Inc. (Nasdaq: MODD)
FDA Cleared: After receiving FDA 510(k) clearance in April 2026, MODD moved Pivot™ into U.S. commercial availability by June 24, 2026.
Patient Use: Modular Medical has confirmed that MODD’s first patients are now actively using the Pivot™ tubeless insulin patch pump in real-world settings.
Tubeless Design: Pivot™ makes MODD one of only two fully electronic tubeless insulin pump options currently available in the U.S., according to the company.
Expansion Path: Beyond the U.S. rollout, MODD is pursuing CE Mark approval for European markets with a target timeline of Q4 2026 or Q1 2027.
Large Need: According to the company, MODD is targeting adults among the roughly 4.8M Americans who require daily insulin but do not broadly use pump therapy. The company targets an estimated $3B “almost-pumpers” market within the broader $8B global insulin pump market.
Pipeline Beyond Insulin Delivery: The company has announced a licensing and partnership agreement with Nudge BG to develop a closed-loop automated insulin delivery system, and a proof-of-concept study exploring the MODD1 platform for personalized GLP-1 metabolic therapy.
Proven Founder Pedigree: Founder Paul DiPerna previously founded Tandem Diabetes Care which did $1B in revenue in 2025, and invented and designed the T:Slim insulin pump, giving MODD leadership experience in insulin delivery technology.
The Bottom Line…
FDA clearance, commercial rollout, multiple growth catalysts, and a multi-bil-dlr addressable market makes MODD a company worth watching.
Put MODD on your watchlist.
Michael Reece
Editor, Financial Driven Research
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