Tandem Diabetes Care, Inc. (NASDAQ:TNDM) Q1 2021 Earnings Conference Call May 5, 2021 4:30 PM ET Company Participants Susan Morrison - Executive Vice President and Chief Administrative Officer John Sheridan - President and Chief Executive Officer Leigh Vosseller - Executive Vice President and Chief Financial Officer. Conference Call Participants Steven Lichtman - Oppenheimer Larry Biegelsen - Wells Fargo Matthew O'Brien - Piper Sandler Brooks O'Neil - Lake Street Capital Matt Taylor - UBS Ravi Misra - Beren ...

Table of contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________________________________ FORM 10-Q _____________________________________________________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ...

Tandem Diabetes Care Company Overview FEBRUARY 24, 2021 Safe Harbor CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS Certain statements in this presentation constitute forward-looking statements, including, without limitation, statements about: the perceived advantages of our products relative to competitive products and technologies; our anticipated growth and other measures of future operating results and financial performance; the development and commercialization of new products; our ability to secu ...

Tandem Diabetes Care, Inc. (NASDAQ:TNDM) Q4 2020 Earnings Conference Call February 24, 2021 4:30 PM ET Company Participants Susan Morrison - EVP and Chief Administrative Officer John Sheridan - President and CEO Leigh Vosseller - EVP and CFO Conference Call Participants Steven Lichtman - Oppenheimer Larry Biegelsen - Wells Fargo Alex Nowak - Craig-Hallum Capital Chris Pasquale - Guggenheim Partners Brooks O'Neil - Lake Street Capital Chris Lin - Cowen Matthew O'Brien - Piper Sandler Mathew Blackman - Stifel ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________________________________________________________ FORM 10-K _________________________________________________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-36189 ______ ...

TANDEM® DIABETES CARE Company Overview November 5, 2020 Safe harbor. Cautionary Note Regarding Forward-Looking Statements Certain statements in this presentation constitute forward-looking statements, including, without limitation, statements about: the perceived advantages of our products relative to competitive products and technologies; our anticipated growth and other measures of future operating results and financial performance; the development and commercialization of new products; our ability to sec ...

Tandem Diabetes Care, Inc. (NASDAQ:TNDM) Q3 2020 Earnings Conference Call November 5, 2020 4:30 PM ET Company Participants Susan Morrison - Executive Vice President & Chief Administrative Officer John Sheridan - President & Chief Executive Officer Leigh Vosseller - Executive Vice President & Chief Financial Officer Conference Call Participants Danielle Antalffy - SVB Leerink Steven Lichtman - Oppenheimer & Company Travis Steed - Bank of America Matt Taylor - UBS Ryan Blicker - Cowen Jeff Johnson - Baird Ope ...

Financial Performance - Total assets increased to $672,988 thousand as of September 30, 2020, up from $326,110 thousand at December 31, 2019, representing a 106.4% increase[10] - Sales for the three months ended September 30, 2020, were $123,603 thousand, a 30.6% increase compared to $94,657 thousand for the same period in 2019[12] - Gross profit for the nine months ended September 30, 2020, was $169,964 thousand, up 27.0% from $133,940 thousand in the same period of 2019[12] - Operating loss for the three months ended September 30, 2020, was $(1,009) thousand, an improvement from $(6,004) thousand in the same period of 2019[12] - Net loss for the nine months ended September 30, 2020, was $(51,382) thousand, compared to $(27,405) thousand for the same period in 2019, reflecting an increase in losses[12] - The company reported a net loss per share of $(0.15) for the three months ended September 30, 2020, compared to $(0.05) for the same period in 2019[12] - For the nine months ended September 30, 2020, the company reported a net loss of $51.4 million, compared to a net loss of $27.4 million for the same period in 2019, representing an increase in losses of approximately 87.5%[20] - The company reported net cash provided by operating activities of $9.4 million for the nine months ended September 30, 2020, a decrease from $22.5 million in the same period of 2019[20] - Total sales for the three months ended September 30, 2020, were $123.6 million, a 30.6% increase from $94.7 million in the same period in 2019[153] - Total sales for the nine months ended September 30, 2020, were $330.8 million, a 30.3% increase from $253.9 million in the same period in 2019[164] Cash and Liquidity - Cash and cash equivalents increased to $129,481 thousand as of September 30, 2020, compared to $51,175 thousand at December 31, 2019, a 152.5% increase[10] - The company had cash and cash equivalents and short-term investments totaling $464.5 million as of September 30, 2020, which is expected to meet liquidity requirements for at least the next 12 months[25] - As of September 30, 2020, the company had $464.5 million in cash and cash equivalents, sufficient for liquidity requirements for at least the next 12 months[176] Research and Development - Research and development expenses for the nine months ended September 30, 2020, were $46,198 thousand, up 41.5% from $32,632 thousand in the same period of 2019[12] - Research and development expenses increased by 34% to $16.1 million in Q3 2020, reflecting increased personnel to support product development[162] - The company anticipates an increase in R&D expenses as it advances product development and new technologies, partially offset by declines in non-cash stock-based compensation[148] Stockholder Equity and Compensation - Total stockholders' equity increased to $326,544 thousand as of September 30, 2020, from $194,979 thousand at December 31, 2019, a 67.5% increase[10] - The company incurred $45.1 million in stock-based compensation expense for the nine months ended September 30, 2020, compared to $39.4 million for the same period in 2019, reflecting a 14.3% increase[20] - The total stock-based compensation expense for the three months ended September 30, 2020, was $12.8 million, compared to $17.2 million for the same period in 2019[97] Inventory and Accounts Receivable - Accounts receivable increased to $55,568,000 as of September 30, 2020, compared to $49,889,000 as of December 31, 2019, with a net accounts receivable of $52,104,000 after accounting for an allowance for credit losses of $3,464,000[59] - Total inventories rose to $70,644,000 as of September 30, 2020, up from $49,073,000 as of December 31, 2019, with raw materials accounting for $36,111,000[61] - The allowance for credit losses increased to $3,464,000 as of September 30, 2020, from $2,692,000 at the end of 2019, reflecting a provision for expected credit losses of $2,181,000 for the nine months ended September 30, 2020[60] Legal and Regulatory Matters - The company faced multiple class action lawsuits related to a data breach, with one case consolidated in California, alleging violations of various privacy laws[201] - The company intends to vigorously defend against legal claims but cannot guarantee a favorable outcome, which may impact financial results[203] Market and Product Development - The company is focused on expanding its market presence and developing new products to enhance its competitive position in the insulin-dependent diabetes market[26] - The company launched its first-generation t:connect mobile application in July 2020, aimed at improving data management for diabetes therapy[115] - The company has initiated a partnership with Abbott to develop integrated diabetes solutions, focusing on the U.S. and Canada for initial commercial activities[126] - The company plans to launch the t:sport Insulin Delivery System, designed for greater discretion and flexibility, featuring a 200-unit cartridge and mobile app control[125] Impact of COVID-19 - The company anticipates continued adverse impacts on sales and operating results due to the COVID-19 pandemic, with delays in product development and regulatory timelines[118] - The COVID-19 pandemic had a pronounced negative impact on sales during the second and third quarters of 2020, with expectations of continued adverse effects[141] - In the first six months of 2020, the company faced inventory management challenges due to COVID-19, leading to higher-than-expected customer purchases of cartridges and infusion sets[121] Other Financial Metrics - Total other expense, net, was $26.7 million for the nine months ended September 30, 2020, compared to $8.5 million in the same period in 2019[174] - The company recognized an income tax benefit of $1.9 million on a pre-tax loss of $53.3 million for the nine months ended September 30, 2020[175] - The company recorded total interest expense related to the Convertible Senior Notes of $8.030 million for the nine months ended September 30, 2020[86]

Table of contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________________________________ FORM 10-Q _____________________________________________________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1 ...

Table of contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________________________________ FORM 10-Q _____________________________________________________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ...