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 ...

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 Insights - Abbott has entered a groundbreaking agreement to integrate its Libre continuous glucose monitoring (CGM) data into Epic's electronic health record systems in the U.S. This collaboration aims to enhance workflow efficiency for healthcare providers [1][8] Group 1: Integration and Benefits - The integration allows automatic linking of data from users' LibreView accounts to Epic, enabling clinicians to access glucose data seamlessly during patient interactions [2] - This process is designed to help healthcare providers spend less time searching for data and more time on patient care management, ultimately improving patient outcomes [3][4] Group 2: Market Impact - Over 575,000 healthcare providers in the U.S. serving approximately 280 million patients will benefit from this integration, facilitating better collaboration between patients and providers [3] - The integration is expected to simplify diabetes management for nearly 40 million people living with diabetes in the U.S., focusing on reducing administrative burdens [4] Group 3: Company Background - Abbott is recognized as a global leader in healthcare, with a diverse portfolio that includes diagnostics, medical devices, nutritionals, and branded generic medicines, serving people in over 160 countries [6] - The FreeStyle Libre technology has been a significant advancement in diabetes care, currently used by more than 7 million people across over 60 countries [5]