Key Takeaways ABT posted strong Q1 CGM sales of over $1.7B, up 21.6% y/y, on FreeStyle Libre's global momentum. Diagnostics sales rose on growing demand for routine tests, with Core Lab up 6.5% outside China. EPD organic sales grew 8% as ABT scaled up its capital-light licensing model in emerging markets.Abbott’s (ABT) diversified business portfolio appears to be well-positioned to drive continued momentum in 2025. The stock carries a Zacks Rank #2 (Buy) currently.Factors Driving ABT SharesWithin Abbott’s ...

Key Takeaways TNDM launched early U.S. access for t:slim X2 pump compatible with Abbott's FreeStyle Libre 3 Plus sensor. Abbott's Libre 3 Plus sends glucose data every minute to TNDM's t:slim mobile app. TNDM plans to integrate Abbott's future sensors for broader diabetes management solutions.Tandem Diabetes Care, Inc.’s (TNDM) t:slim X2 insulin pump with Control-IQ+ automated insulin delivery (AID) technology is now compatible with Abbott’s FreeStyle Libre 3 Plus continuous glucose monitoring (CGM) senso ...

Key Takeaways Dexcom saw record new patient starts and expanded T2D access coverage in Q1 2025. Dexcom's 15-day G7 and OTC Stelo drive innovation and support long-term commercial growth. Dexcom faces margin pressure from freight costs, inflation and an ongoing FDA warning letter.DexCom (DXCM) delivered robust first-quarter 2025 results, underpinned by strong category demand, record new patient growth and meaningful progress in its long-term strategic initiatives. As the year progresses, several key growth ...

Core Insights - Abbott's diversified business portfolio is positioned for continued growth into 2025 despite foreign exchange challenges [1][7] - The company has seen significant growth in its Diagnostics and Diabetes Care segments, with a strong demand for routine diagnostics and continuous glucose monitoring systems [2][3][4] Business Performance - Abbott's Diagnostics business accounted for 20% of total revenues in Q1 2025, with a 6.5% growth in core laboratory diagnostics, excluding China [2] - The Diabetes Care segment reported sales exceeding $1.7 billion in Q1 2025, growing 21.6%, driven by the success of the FreeStyle Libre system [4] - Established Pharmaceuticals Division (EPD) sales increased 8% organically in Q1 2025, supported by a focus on biosimilars and a licensing model in emerging markets [5] Market Position - Year-to-date, Abbott's shares have gained 18.6%, outperforming the industry average of 5.2%, indicating strong market momentum [6] - Abbott's FreeStyle Libre has achieved global leadership in continuous glucose monitoring systems for both Type 1 and Type 2 diabetes users [3][4] Challenges - Foreign exchange fluctuations negatively impacted Abbott's sales by 2.8% year-over-year in Q1 2025, primarily due to a significant portion of revenues coming from international markets [7] - The company faces increased expenses related to raw materials and freight due to a challenging macroeconomic environment, which may affect future performance [8][9]

GERMANTOWN, Md., May 15, 2025 (GLOBE NEWSWIRE) -- Senseonics Holdings, Inc. (NYSE American: SENS), a medical technology company focused on the development and manufacturing of long-term, implantable continuous glucose monitoring (CGM) systems for people with diabetes, today announced the pricing of an underwritten public offering of 100,000,000 shares of common stock at a price to the public of $0.50 per share of common stock. The gross proceeds to Senseonics from the offering, before deducting underwriting ...

Senseonics (SENS) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Jeremy Feffer - Managing DirectorTimothy Goodnow - President & Chief Executive OfficerRick Sullivan - CFOAnthony Petrone - Managing Director Equity Research Conference Call Participants Sam Eiber - Vice President and Medical Technology Analyst Operator Please stand by. Your program is about to begin. Good day, everyone, and welcome to the Senseonics First Quarter twenty twenty five Earnings Call. At this time, all particip ...

Q1 Revenue of $6.3 million, growth year over year of 24% Partnership with Sequel integrates twiist™ automated insulin delivery (AID) system with Eversense® 365 one-year continuous glucose monitor (CGM); twiist with Eversense 365 launch expected in Q3 GERMANTOWN, Md., May 08, 2025 (GLOBE NEWSWIRE) -- Senseonics Holdings, Inc. (NYSE American: SENS), a medical technology company focused on the development and manufacturing of long-term, implantable continuous glucose monitoring (CGM) systems for people with di ...

Market Overview - Marketwide challenges, such as President Trump's tariff policies, have led to short-term focus among investors, resulting in panic-selling and a declining stock market [1] - Despite these challenges, a long-term investment strategy focusing on top companies remains effective [1] Company Analysis: MercadoLibre - MercadoLibre has seen a stock increase of 25% this year, outperforming broader equities [3] - As the leading e-commerce platform in Latin America, MercadoLibre offers a comprehensive suite of products, including fintech and logistics services [3][4] - The company is less affected by U.S. tariffs due to its focus on South American customers, positioning it well in a volatile environment [4] - Strong revenue growth and significant earnings increases have characterized MercadoLibre's financial performance [5] - The global e-commerce industry is expected to continue growing, benefiting MercadoLibre, which has established logistics and a strong reputation [7] - The company's ability to fend off competition, including from Amazon, suggests it will continue to thrive in the coming decade [9] Company Analysis: DexCom - DexCom specializes in diabetes-focused medical devices, particularly continuous glucose monitoring (CGM) systems, which are crucial for diabetes management [10] - The company has launched innovative products, including the G7 and DexCom One, catering to various customer segments [11] - Key growth drivers for DexCom include increased CGM penetration, expanded coverage from third-party payers, and market expansion into new regions [12][13] - With less than 1% of diabetes patients currently using CGM technology, there is significant growth potential for DexCom [13] - Despite competition from Abbott Laboratories and some impact from tariffs, DexCom's future growth prospects remain strong [15]

Financial Data and Key Metrics Changes - The company reported worldwide revenue of $1,036 million for Q1 2025, a 12% increase compared to $921 million in Q1 2024, with organic revenue growth of 14% [20][21] - U.S. revenue totaled $751 million for Q1 2025, up 15% from $653 million in Q1 2024 [21] - International revenue grew 7% to $286 million, with international organic revenue growth at 12% for the first quarter [24] - Gross profit was $596.2 million, representing 57.5% of revenue, down from 61.8% in Q1 2024 [26] - Operating income was $143.1 million, or 13.8% of revenue, compared to $140.2 million in the same quarter of 2024 [27] - Net income for Q1 was $127.7 million, or $0.32 per share [28] Business Line Data and Key Metrics Changes - The company experienced record new customer demand, particularly from the Type 2 non-insulin using population, indicating strong growth in this segment [10][11] - The introduction of Stello, the first over-the-counter CGM, and the CELLo biosensor has attracted a wide range of new customers [14][15] - The company is focusing on expanding its commercial reach and enhancing customer experience through software updates and broader distribution [15][16] Market Data and Key Metrics Changes - The company secured access at two of the three largest PBMs for diabetes patients, which is expected to cover nearly six million people with Type 2 diabetes by the end of the year [12][13] - International business showed strength in Japan and France, with continued growth in the DexCom One platform [25] Company Strategy and Development Direction - The company aims to build on momentum through targeted awareness campaigns and advocating for broader Type 2 coverage [12] - The introduction of new technologies and broader access is a key focus, with plans to launch the fifteen-day G7 system in the second half of the year [18][19] - The company is committed to addressing FDA recommendations following a warning letter and is working on corrective actions [17][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating supply dynamics and maintaining customer support during transitions [9][10] - The company is optimistic about future growth, reaffirming its revenue guidance of $4.6 billion for the year, representing 14% growth [29] - Management highlighted the importance of evidence in driving changes to standards of care and unlocking broader access globally [13] Other Important Information - The company announced a $750 million share repurchase program, reflecting confidence in its financial position [28] - Management emphasized the importance of operational efficiency and investments in technology to support growth [100][101] Q&A Session Summary Question: Did supply have any impact on the revenue growth? - Management indicated that they exited the quarter with normal supply levels, and the revenue figures reflect a normalized pattern [38] Question: Why is the full year guidance unchanged despite strong Q1 growth? - Management stated that it is early in the year, and they want to see how the rest of the year unfolds before making changes to guidance [45] Question: What are the trends in Type 2 patient utilization and reorder rates? - Management noted good retention rates in the Type 2 population, particularly with reimbursement, and strong utilization among Stellar users [53][54] Question: How exposed is the company to a potential recession? - Management believes they are well-positioned to weather economic downturns due to the cost-saving benefits of their products [62][64] Question: What is the status of the fifteen-day sensor rollout? - Management confirmed that they are working on compatibility with pump partners and securing coverage for the new product [92][93] Question: What is the path for Medicare coverage for non-insulin using Type 2 patients? - Management is actively working with CMS for approval and gathering evidence to support their case [116][119]

Core Viewpoint - Senseonics Holdings, Inc. is set to release its first quarter 2025 financial results on May 8, 2025, after market close, indicating ongoing developments in its financial performance and product offerings [1]. Group 1: Financial Results Announcement - The company will announce its first quarter 2025 financial results after market close on May 8, 2025 [1]. - A conference call to discuss the financial performance will take place at 4:30 p.m. (Eastern Time) on the same day, which will also be available via webcast [2]. Group 2: Company Overview - Senseonics is a medical technology company focused on developing and manufacturing long-term implantable continuous glucose monitoring (CGM) systems for diabetes management [3]. - The company's CGM systems, Eversense 365 and Eversense E3, feature a small sensor that is implanted under the skin and communicates with a smart transmitter, sending glucose data to a mobile app every 5 minutes [3].