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 ...

Tandem Diabetes Care (TNDM) FY Conference June 10, 2025 08:40 AM ET Speaker0 Okay. Speaker1 Well, good morning, everyone. I wanna welcome president and CEO of Tandem Diabetes and Susan Morrison, senior vice president executive vice president, excuse me, and chief administrative officer. We'll obviously open this up to questions. If people if people have them, feel free to just wave at me, and we'll get we'll get a mic over to you so those participating in the webcast can can can hear that feedback as well. ...

Core Insights - Tandem Diabetes Care, Inc. is focused on innovative solutions for diabetes management and is expanding its international presence, which is expected to drive growth despite macroeconomic challenges and competitive pressures [1][2][10]. Group 1: Company Performance - Tandem Diabetes has experienced a significant stock decline of 56.4% over the past year, compared to a 12.1% decline in the industry, while the S&P 500 has risen by 12.5% during the same period [2]. - The company has a market capitalization of $1.57 billion and projects an earnings growth rate of 44.5% for 2026, surpassing the industry's growth rate of 20.8% [2]. - In the last four quarters, Tandem Diabetes has exceeded earnings estimates twice and missed them twice [2]. Group 2: Product Innovation - The t:slim X2 insulin pump software, launched in 2023, is now compatible with Dexcom G7 and G6 Continuous Glucose Monitoring systems, and has received approval for sale in Canada [4]. - The t:slim X2 is the first pump in the U.S. integrated with Abbott's FreeStyle Libre 2 Plus sensor, enhancing its competitive edge [4]. - The new Tandem Mobi device is under development, featuring a tubeless patch option for insulin delivery, which aims to expand wearability options [5]. Group 3: International Expansion - Sales outside the U.S. increased by 35.4% year-over-year in Q1 2025, with approximately 11,000 pumps shipped to 25 international markets [6]. - The company is enhancing its international strategy by appointing new leadership with global diabetes experience and aligning its technology offerings with its U.S. portfolio [6]. Group 4: Market Trends - The diabetes market is expected to grow due to an aging population, unhealthy lifestyles, and increased healthcare spending, with over 5 million people living with type 1 diabetes in the U.S. [7]. - The company aims to expand the adoption of insulin pumps among type 1 and type 2 diabetes patients, with recent FDA clearance for its Control IQ+ technology for type 2 diabetes patients [9]. Group 5: Challenges - Ongoing macroeconomic uncertainties may hinder the company's ability to predict product demand, potentially increasing operational costs [10]. - The competitive landscape includes numerous players, making it challenging for Tandem Diabetes to implement pricing strategies and maintain market share [11]. Group 6: Financial Projections - The Zacks Consensus Estimate for Tandem Diabetes' 2025 loss per share is projected at $1.37, reflecting a year-over-year improvement of 28.3% [12]. - The estimated revenue for 2025 is $1.01 billion, indicating a 10.5% increase from the previous year [12].

Company Overview APRIL 30, 2025 Ben diagnosed 2024 Izzy diagnosed 2014 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 ...