After attending the annual American Diabetes Association meeting over the weekend, William Blair analyst Margaret Kaczor said she is more confident that the rate of adoption of CGM and pump technologies is picking up traction, with Insulet (PODD) and DexCom (DXCM) well positioned to benefit from the trend and hit or exceed estimates. In a research note to investors, Kaczor says Insulet "continues to fire on all cylinders," and she sees multiple catalysts over the next few years to drive top- and bottom-line performance. She believes Insulet is on track to achieve $1B in sales or more, with gross margin of 70%+ and operating margin in the mid-teens or higher by 2021.