Continuous sensors displace strip testing from outside category boundaries
Interstitial glucose sensors have taken roughly 34% of insulin-treated patients away from fingerstick testing, and adoption keeps widening as pricing falls and reimbursement broadens. Because these devices measure interstitial fluid rather than blood, they sit outside this market's definition while removing its largest volume base. Strip manufacturers cannot answer with product improvement, since the competitive advantage is the absence of a blood sample entirely. The remaining defensible volume sits with type 2 patients on oral therapy and in markets where sensors remain unaffordable. Guidelines increasingly question whether that group benefits from routine daily testing at all.
Market Impact: Over 200 million patients affected








