Tandem Diabetes Care, Inc. (NASDAQ:TNDM) is a leading medical device company specializing in the design, development, and commercialization of innovative insulin pump technology for individuals with insulin-dependent diabetes. Despite facing stiff competition from industry giants like Medtronic and Insulet Corporation, Tandem continues to make strides in the diabetes care market.On December 17, 2025, RBC Capital maintained its "Outperform" rating for Tandem Diabetes, highlighting a positive outlook for the ...

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Tandem Diabetes Care, Inc. due to allegations of materially misleading business information issued by the company [1]. Group 1: Investigation and Legal Action - Shareholders who purchased Tandem Diabetes securities may be entitled to compensation through a class action lawsuit without any out-of-pocket fees [2]. - The Rosen Law Firm is preparing a class action to seek recovery of investor losses related to the allegations against Tandem Diabetes [2]. Group 2: Company Incident - On August 7, 2025, Tandem Diabetes issued a press release regarding a voluntary medical device correction for select t:slim X2 insulin pumps, addressing a potential speaker-related issue that could lead to insulin delivery discontinuation [3]. - Following this announcement, Tandem Diabetes' stock experienced a significant decline of 19.9% on the same day [3]. Group 3: Rosen Law Firm's Credentials - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions [4]. - The firm has achieved notable settlements, including the largest securities class action settlement against a Chinese company and has consistently ranked highly in securities class action settlements since 2013 [4]. - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering significant amounts for its clients [4].

Core Viewpoint - Tandem Diabetes Care is facing significant challenges, with a 43% decline in share price, and while it has innovative products, it needs to achieve consistent revenue growth to become an attractive investment [2][6]. Company Overview - Tandem Diabetes Care is a medical device company known for its innovative insulin pumps, particularly the t:slim X2, which has been a key growth driver [4]. - The company launched the Tandem Mobi, a smaller device that can be controlled via a smartphone app, in the U.S. last year [5]. Financial Performance - Despite its innovative offerings, Tandem Diabetes Care has experienced declining revenue growth over the past five years due to competition and lower demand for insulin pumps [5]. - The company remains unprofitable, and the current global trade environment may worsen its financial situation, particularly due to reliance on imported parts from countries like Mexico and China [6][8]. - The market capitalization of Tandem Diabetes Care is approximately $1 billion, with a gross margin of 53.23% [8]. Growth Potential - For Tandem Diabetes Care to be considered a viable investment, it needs to achieve mid-to-high teens revenue growth by expanding market share and encouraging current users to upgrade their devices [9]. - The introduction of the Tandem Mobi and other products in development could contribute to this growth strategy [10]. Investment Outlook - Currently, the stock is not recommended for purchase due to inconsistent revenue growth, competitive pressures, and industry challenges that may hinder profitability [10].

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Tandem Diabetes Care, Inc. due to allegations of materially misleading business information issued by the company [1]. Group 1: Investigation Details - The investigation is focused on claims that Tandem Diabetes Care may have misled investors regarding its business practices [1]. - A class action is being prepared by Rosen Law Firm to seek recovery of investor losses, allowing affected shareholders to join without upfront costs [2]. Group 2: Incident Overview - On August 7, 2025, Tandem Diabetes issued a press release regarding a voluntary medical device correction for select t:slim X2 insulin pumps, addressing a potential speaker-related issue that could lead to insulin delivery discontinuation [3]. - Following this announcement, Tandem Diabetes' stock experienced a significant decline of 19.9% on the same day [3]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting its own success in this area [4]. - The firm has achieved notable settlements, including the largest securities class action settlement against a Chinese company, and has consistently ranked highly in securities class action settlements since 2013 [4].

Key Takeaways Revenues outside the United States rose 1.8% as TNDM shipped about 9,000 pumps across 25 markets. TNDM's strategic moves include CGM integrations, new pharmacy coverage gains and an ABT sensor agreement. TNDM plans direct sales in the U.K., Switzerland and Austria in early 2026 to tap global demand. Tandem Diabetes Care, Inc.’s (TNDM) impressive international expansion is expected to bolster growth in the upcoming quarters. The company’s impressive strategic initiatives provide a favorable opp ...

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Tandem Diabetes Care, Inc. due to allegations of materially misleading business information issued by the company [1]. Group 1: Company Information - Tandem Diabetes Care, Inc. issued a press release on August 7, 2025, announcing a voluntary medical device correction for select t:slim X2 insulin pumps, addressing a potential speaker-related issue that could lead to insulin delivery discontinuation [3]. - Following the announcement, Tandem Diabetes' stock experienced a significant decline of 19.9% on the same day [3]. Group 2: Legal Actions - Investors who purchased Tandem Diabetes Care securities may be eligible for compensation through a class action lawsuit, with no out-of-pocket fees due to a contingency fee arrangement [2]. - The Rosen Law Firm is preparing a class action to seek recovery of investor losses related to the misleading information [2]. Group 3: Rosen Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked No. 1 for the number of settlements in 2017 [4]. - The firm has recovered hundreds of millions of dollars for investors, securing over $438 million in 2019 alone [4].

Tandem Diabetes Care FY Conference Summary Company Overview - **Company**: Tandem Diabetes Care (NasdaqGM:TNDM) - **Date of Conference**: December 02, 2025 Key Industry Insights - **Industry**: Diabetes care technology, specifically focusing on insulin delivery systems and related supplies Core Points and Arguments 1. **Pricing Strategy and Revenue Growth** - Pricing contributed to a 5% revenue growth in Q3, primarily from domestic sales [2][12] - Two-thirds of the pricing benefit came from pharmacy sales, with one-third from Durable Medical Equipment (DME) [5][7] - The company anticipates that pricing strategies could lead to significant revenue increases, potentially reaching $500 million in supplies alone based on current pricing benefits [23][28] 2. **Market Coverage and Expansion** - Tandem currently has 40% coverage of U.S. lives for MobiPump and supplies, with rapid growth expected [14][16] - The company aims to transition existing patients from DME to pharmacy channels, which is crucial for maximizing revenue [20][21] 3. **Gross Margin Improvement** - Gross margins improved to between 53%-54% in Q3, with expectations to reach 60% by the end of 2026 [28][30] - Price increases are a major driver of this improvement, enhancing both top-line and bottom-line growth [26][28] 4. **Product Innovation and Market Positioning** - Tandem is focusing on expanding its product offerings, including the upcoming tubeless Mobi pump and a fully closed-loop system expected to start pivotal trials in 2026 [67][68] - The company is also integrating with Android and FreeStyle Libre 3, expanding its addressable market [41][42] 5. **Competitive Landscape** - Tandem is positioned to compete effectively against other players in the market, such as Insulet and Medtronic, by leveraging its superior algorithm and product features [30][43] - The company acknowledges the challenges posed by competitors but believes its product offerings will resonate well with both patients and healthcare providers [43][52] 6. **Financial Performance and Future Outlook** - Tandem returned to EBITDA positive in Q3, with a goal to maintain positive EBITDA annually moving forward [80][81] - The company generated $50 million in EBITDA in 2022 and aims to reach that level again as early as next year [83][84] Additional Important Insights - **Patient Engagement**: The company is actively working to engage physicians and patients to facilitate the transition to pharmacy channels, which is critical for maximizing the benefits of pricing strategies [20][21] - **Market Growth**: The overall pump market is expected to grow at double-digit rates, driven by new technologies and the expansion of the type 2 diabetes market [78][75] - **Sales Force Optimization**: Tandem has expanded its sales force to better target high prescribers of insulin, ensuring efficient market penetration for its new products [72][73] This summary encapsulates the key points discussed during the Tandem Diabetes Care FY Conference, highlighting the company's strategic focus on pricing, market expansion, product innovation, and financial performance.

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Tandem Diabetes Care, Inc. due to allegations of misleading business information [1] Group 1: Legal Action and Investor Rights - Investors who purchased Tandem Diabetes Care securities may be entitled to compensation through a class action without any out-of-pocket fees [2] - The Rosen Law Firm is preparing a class action to seek recovery of investor losses [2] Group 2: Company Incident and Stock Impact - On August 7, 2025, Tandem Diabetes Care announced a voluntary medical device correction for select t:slim X2 insulin pumps due to a potential speaker-related issue, which led to a 19.9% drop in stock price on the same day [3] Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked highly for settlements since 2013 [4] - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 [4]

Group 1 - The Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Tandem Diabetes Care, Inc. due to allegations of materially misleading business information [2] - Investors who purchased Tandem Diabetes Care securities may be entitled to compensation through a class action without any out-of-pocket fees [3] - On August 7, 2025, Tandem Diabetes Care announced a voluntary medical device correction for select t:slim X2 insulin pumps, leading to a 19.9% drop in stock price on the same day [4] Group 2 - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions [5] - The firm has achieved significant settlements for investors, including over $438 million in 2019 and has been consistently ranked among the top firms in securities class action settlements [5]

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Tandem Diabetes Care, Inc. due to allegations of materially misleading business information issued by the company [1]. Group 1: Legal Action and Investor Rights - Shareholders who purchased Tandem Diabetes Care securities may be entitled to compensation through a class action lawsuit without any out-of-pocket fees [2]. - The Rosen Law Firm is preparing a class action to seek recovery of investor losses related to the misleading information [2]. Group 2: Company Incident and Stock Impact - On August 7, 2025, Tandem Diabetes Care announced a voluntary medical device correction for select t:slim X2 insulin pumps due to a potential speaker-related issue that could lead to insulin delivery discontinuation [3]. - Following this announcement, Tandem Diabetes' stock experienced a significant decline of 19.9% on the same day [3]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked highly for settlements since 2013 [4]. - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering substantial amounts for clients [4].