$CGM

Continuous glucose monitoring devices for fitness are viewed negatively due to technical delays and poor user retention metrics.

Bearish
“Major Red Flag IPOs in THIS *New* IPO”
Meet KevinPublished Sep 5 · 7 passages

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13:3616:04

The problem with glucose monitoring devices is that there is a 15-minute delay. So, I looked at the app earlier and said to myself, "Man, I'm feeling low blood sugar." Then she looks down and says, "He's telling me I'm okay."

After 15 minutes the reading suddenly drops, and you say: What happened? What benefit did I gain from that? Therefore, I am a little pessimistic about continuous glucose monitoring devices for fitness because they are slow.

The reason it's slow is that it's not actually in your blood, but in your muscles. It is a needle that goes into your muscles and tries to capture the free glucose between your cells.

Glucose takes much longer to move from your blood into the spaces between your cells, so there is a delay of about 15 minutes.

All of this, in my opinion, leads to a decrease in usage. I wrote that people get bored of this. Well, as of June 30, the average 12-month paid subscriber retention rate was 85%.

This is not a good thing. Well, you generally want a positive retention rate. If you look at the ratio of daily active users to monthly active users, you will find that it is 65%.

And this is even worse. In my opinion, this means that out of every 100 people, 65 actually use it daily.

The numbers here may have been misinterpreted. Just let artificial intelligence verify my information. I don't know. They found out. But my point is that there are fewer people who use this on a daily basis.

These things only work if you use them daily. So, if about two-thirds of the people who actually use it are doing it daily, that's a problem. This will lead to more people becoming fed up with using these products and canceling their subscriptions.

Based on my experience, and as someone who is very interested in technology, I feel ready to try these things. I am interested in data. It's not just about collecting data. It benefits me to collect data and act upon it.

It is not beneficial for me to sit and collect data forever without doing anything. But once I act on the data, there isn't much left to change. If I can get the heart rate variance from my watch, which I wear anyway for other purposes, then I don't need this.

Ah, so I don't know. Perhaps I'm being pessimistic about this for the wrong reasons. Who knows? They might set a really cheap price. In general, these initial public offerings (IPOs) operate by setting inexpensive prices.

So, let's say the market value of the stock is here; they are deliberately lowering the price to orchestrate a sudden rise. This is all marketing. But then, there are often IPO hemorrhages that drive the price down even further over time. I don't think this will be any different.

Unfortunately, I'm a bit pessimistic about this, and maybe I shouldn't be, but that's my opinion of "Aura".

What this channel has said about $CGM

Meet Kevin has only this one call on this stock.

2026-09-05BearishThis one
The problem with glucose monitoring devices is that there is a 15-minute delay. So, I looked at the app earlier and said to myself, "Man, I'm feeling low blood sugar." Then she looks down and says, "He's telling me I'm okay." After 15 minutes the reading suddenly drops, and you say: What happened? What benefit did I gain from that? Therefore, I am a little pessimistic about continuous glucose monitoring devices for fitness because they are slow.
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