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Beta Bionics (BBNX) investor relations material

Beta Bionics Piper Sandler 37th Annual Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Piper Sandler 37th Annual Healthcare Conference summary2 Dec, 2025

Market adoption and patient outcomes

  • Achieved strong Q3 results with high adoption rates, especially among MDI patients, nearing competitors’ levels.

  • Sales force is smaller but highly productive, with significant penetration in accessible clinics.

  • Product resonates due to simplicity and strong clinical outcomes with minimal patient effort.

  • Patient base reflects the broader type 1 diabetes population, with a slight skew toward higher A1c due to fewer options for those patients.

  • About 70% of patients come from MDI, with over 25% from type 2 diabetes, despite no formal indication for type 2.

Clinical performance and competitive differentiation

  • Real-world data shows a median A1c drop from 9.7% to 7.5% in patients who rarely bolus.

  • Approximately 50% of users achieve A1c under 7%, with bi-hormonal systems showing up to 92% under 7% in early data.

  • One-third of new patients are competitive conversions, with algorithm performance cited as a key differentiator.

  • The algorithm’s ability to deliver rapid, frequent corrections is highlighted as a unique advantage.

Channel strategy and financial dynamics

  • Pharmacy channel saw significant growth in Q3, nearly doubling patient numbers compared to Q2.

  • No pricing degradation in pharmacy; Q3 pricing dip attributed to inventory destocking.

  • Pharmacy channel expected to provide a strong tailwind as patient base grows, with profitability improving as scale increases.

  • Deliberate approach to sales force expansion, prioritizing experienced hires for a complex, category-creating sale.

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Frequently asked questions

Beta Bionics Inc is a U.S.-based medical technology company focused on the development of autonomous insulin delivery systems for people with diabetes. The company is developing the iLet Bionic Pancreas, an all-in-one wearable device designed to automate blood glucose management using insulin or a combination of insulin and glucagon. Beta Bionics aims to improve the quality of life for individuals with type 1 diabetes through advanced, user-friendly technologies. The company is headquartered in Boston, Massachusetts, and its shares are listed on the NASDAQ.

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