On Tuesday, Blue Orca Capital released a report on Insulet Corporation (NASDAQ:PODD), saying it is short on the insulin delivery patch pump manufacturer. The report added that Blue Orca is long on its upstart Korean competitor EOFlow Co Ltd as last week the Court of Appeals for the Federal Circuit killed a preliminary injunction that protected Insulet’s key monopoly against competition from EOFlow.  The report adds that the injunction is undisclosed to investors. The report notes, “In our opinion, it is highly misleading for Insulet to conceal from investors that the appellate court killed the very injunction which protected its competitive moat and was so material to its stock that, when the injunction was granted, its market capitalization gained $1.8 billion. This injunction is now dead. Competition is here.” Insulet ...