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Tandem Diabetes Care (TNDM) investor relations material
Tandem Diabetes Care Stifel 2025 Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Stifel 2025 Healthcare Conference summary11 Nov, 2025
Quarterly performance and business transformation
Q3 2025 results met expectations, with outperformance driven by improved pricing, especially in the pharmacy channel, and the launch of t:slim supplies ahead of schedule in September.
U.S. pump volumes were slightly down year-over-year, but sales rep productivity showed improvement, with momentum expected to continue into Q4, typically the largest quarter.
Pharmacy channel contributed 5% of U.S. revenue, with t:slim supplies and Mobi both playing significant roles; t:slim supplies are expected to drive further growth as penetration increases.
Pricing improvements in Q3 are expected to serve as a baseline for 2026, with mid-single-digit year-over-year price gains.
Guidance for Q4 and 2025 reflects consideration of seasonality, competitive dynamics, and the evolving business model, with confidence in meeting expectations.
Product pipeline and innovation
Tubeless Mobi is prioritized for commercialization over SteadiSet, with a 2026 launch targeted; further details expected in February.
New pump growth in 2026 is expected to be back-half weighted, with multiple drivers including Mobi tubeless, FreeStyle Libre 3 integration, Type-2 indication, and Mobi Android.
Fully closed loop pivotal trial is set to begin in 2026, leveraging a well-established algorithm and aiming for broad participant inclusion; FDA familiarity with the data is high.
SIGGI development is paced to avoid market confusion and to allow Mobi tubeless to establish itself, with future synergy expected between product lines.
Competitive landscape and market dynamics
The market remains large, expanding, and underpenetrated, with two main competitors and new entrants creating a dynamic environment.
Some market pausing is observed with new product launches, but the impact of recent entrants is still being assessed; more clarity is expected after Q4.
Competitive factors and the shift to pharmacy channel have been incorporated into guidance and business planning.
Pharmacy channel pricing: What is the aspiration?
Pipeline prioritization: What drives 2026 new pump growth?
Type 2 market: How to achieve 25-30% penetration?
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Next Tandem Diabetes Care earnings date
37th Annual Healthcare Conference2 Dec, 2025
Next Tandem Diabetes Care earnings date
37th Annual Healthcare Conference2 Dec, 2025
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Frequently asked questions
Tandem Diabetes Care, Inc. offers insulin pump therapy, including t:slim X2 insulin delivery system that comprises t:slim X2 pump, its 300-unit disposable insulin cartridge, and an infusion set; t:flex insulin delivery system, which is a large-capacity pump with a 330-unit cartridge; t:slim G4 insulin delivery system that integrates Dexcom continuous glucose monitoring; and t:lock infusion sets and related products.
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