MiniMed Group (MMED) Bank of America Global Healthcare Conference summary

Strategic growth and innovation

• Achieved 12 consecutive quarters of high single to low double-digit growth, ahead of IPO pipeline commitments.

• U.S. business accelerating with recent launches like Simplera Sync and Flex, with Instinct and Fit expanding the portfolio.

• Focused on offering a comprehensive ecosystem: smart MDI, durable pumps, patch pumps, all integrated via a single app and support system.

• Flex durable pump launch marked the first major hardware/software refresh in a decade, receiving strong early feedback and over 20% U.S. unit growth in five weeks.

• Fit patch pump, launching summer 2027, features a 300-unit reservoir and up to seven days of wear, targeting unmet needs in the patch category.

Product differentiation and pipeline

• Portfolio designed to offer choice and simplicity, addressing diverse patient needs and reducing user burden.

• Vivera, a third-generation fully closed-loop algorithm, aims to eliminate meal bolusing and automate insulin delivery, targeting launch in H2 2027.

• Vivera’s architecture enables both hands-off and highly engaged users to achieve strong clinical outcomes, with optional bolusing for those seeking tighter control.

• Type 2 segment accounts for about 40% of new U.S. starts, with tailored products and robust onboarding/support programs driving retention.

• Retention rates for Type 2s have slightly improved, supported by product-market fit and 24/7 multilingual support.

Commercial scale and market strategy

• Operates in 80+ countries with thousands of commercial/service professionals, leveraging established infrastructure for new launches.

• U.S. pharmacy strategy expands access, with products available through both DME and pharmacy channels, enhancing patient retention and convenience.

• OUS (outside U.S.) business delivers durable low double-digit growth, supported by strong local regulatory and reimbursement expertise.

• Competitive positioning in top European markets remains strong, with new sensors and pipeline products expected to sustain performance.