Beta Bionics, Inc. Q4 2025 Earnings Call Summary

Achieved $100.3 million in 2025 net sales, representing 54% year-over-year growth driven by a doubling of the installed base to 35,000 users. Attributed sales force productivity to the iLet's fully automated algorithm and digital ecosystem, which allowed a smaller team of 63 territories to compete effectively against larger incumbents. Successfully executed a pharmacy channel strategy, establishing formulary agreements with all major U.S. PBMs to lower patient out-of-pocket costs and drive high-margin ...