Company Overview AUGUST 6, 2025 Ben diagnosed 2024 Izzy diagnosed 2014 Safe Harbor 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 secure and maintain necessary regulatory a ...

Financial Performance & Growth - Insulet reported $2.1 billion in revenue for 2024[12] - The company achieved a gross margin of 69.8% in FY 2024, a year-over-year increase of 210 basis points[14] - Insulet's operating margin for FY 2024 was 14.9%, representing a 260 basis points increase year-over-year[14] - The company anticipates revenue growth between 19% and 22% for FY 2025[17] - International Omnipod revenue grew at a CAGR of approximately 17% from 2020 to 2025E, reaching ~$673 million[46] - U S Omnipod revenue grew at a CAGR of approximately 28% from 2020 to 2025E, reaching ~$1.8 billion[43] Omnipod 5 & Market Position - Omnipod is the 1 insulin pump for new pump users in the U S and EU in 2024[12] - Omnipod 5 is the first AID system FDA-cleared for both type 1 and type 2 diabetes in the U S [12] - Omnipod 5 demonstrated a 20%-23% increase in time in range for adults with type 1 and type 2 diabetes, respectively[19] - Approximately 365,000 customers are using Omnipod 5[12]

Company Overview - Tandem Diabetes Care has approximately 480,000 in-warranty customers across 25 countries[5, 81] - The company is headquartered in San Diego with around 2,600 employees worldwide[5, 81] - Tandem offers two pump platforms: t:slim X2 and Tandem Mobi, both featuring Control-IQ+ Technology and cleared for type 1 and type 2 diabetes[8, 84] Product Portfolio - The Tandem Mobi system is 55% smaller than other insulin pumps[17] - 95% satisfaction rate among Tandem Mobi Early Access Participants[16] - The t:slim X2 insulin pump is the first in the US to integrate with three continuous glucose monitoring sensors[22] Market and Growth - Less than 40% of the approximately 2 million people with type 1 diabetes in the U S use an insulin pump[55] - Less than 20% of the approximately 3 million people with type 1 diabetes in the countries Tandem serves use a pump[55] - Approximately 5% of the over 2 million people with type 2 Insulin Intensive Diabetes in the U S use an insulin pump[55] Financials - Pumps are reimbursed at approximately $4,000 domestically and $3,000 OUS every 4 years[78] - Supplies cost approximately $4,000 per patient per year, with 120 cartridges and infusion sets used[78] - The total amount realized per patient is approximately $7,000-$8,000 in a four-year reimbursement cycle[79]

Core Insights - Sequel Med Tech and Senseonics have announced a commercial development agreement to integrate the twiist Automated Insulin Delivery (AID) System with Senseonics' Eversense 365 CGM system, making it the first AID system compatible with a one-year CGM [2][3][5] - The integration aims to enhance diabetes management for individuals with type 1 diabetes by providing more tools for glucose control, convenience, and personalization [3][5] - The twiist AID System is designed to automatically adjust insulin delivery based on real-time sensor readings, offering flexibility in diabetes management [6][8] Company Overview - Sequel Med Tech is focused on developing innovative insulin delivery technologies and aims to simplify disease management through advanced systems [8] - Senseonics specializes in long-term implantable glucose monitoring systems, with the Eversense 365 being the only implantable CGM that offers continuous monitoring for up to one year [9][11] - The collaboration between Sequel and Senseonics represents a significant advancement in diabetes care, providing users with a comprehensive solution that combines advanced pump, algorithm, and sensor technologies [4][5] Product Details - The twiist AID System is FDA-cleared for individuals aged six and up with type 1 diabetes, allowing for precise insulin delivery tailored to individual needs [6] - Eversense 365 received FDA clearance as an integrated continuous glucose monitoring system, enabling its use within automated insulin delivery systems [5][10] - The integration of twiist and Eversense 365 is expected to be commercially available in Q3 2025, enhancing the options available for diabetes management [5][6]