MiniMed Group (MMED) Investor presentation summary

Strategic positioning and market opportunity

• Offers a comprehensive diabetes technology platform targeting a global addressable market of over 38 million insulin-intensive patients.

• Demonstrates proven innovation with a track record of consistent growth and a refreshed product portfolio expected by end of 2027.

• Maintains unmatched global commercial scale, serving approximately 80 countries and over 659,000 active pump users.

• Focuses on accelerating sales growth and expanding margins, supported by robust free cash flow.

• Targets the intensive insulin population, with significant headroom as automated insulin delivery (AID) becomes standard of care.

Product innovation and pipeline

• Launched MiniMed Flex™ in the US with Simplera Sync™ and Instinct sensors, and received Medicare approval.

• MiniMed Fit™ submitted for FDA 510(k) with a 300-unit reservoir and up to 7 days wear; full launch expected Summer 2027.

• Vivera™ Gen 3 algorithm, a fully closed loop for type 1 and type 2 diabetes, completed pivotal US trial enrollment; launch expected H2 2027.

• Next-gen extended wear CGM with enhanced chemistry and scalable manufacturing, with US IDE approved.

• Gen 3 portfolio offers multiple CGM and insulin delivery options, unified digital experience, and regulatory milestones achieved ahead of schedule.

Clinical outcomes and competitive differentiation

• MiniMed 780G system delivers best-in-class real-world clinical outcomes, with 75-78% average Time in Range (TIR) and 80% of users reaching ADA targets on optimal settings.

• Outperforms competitors, with nearly double the proportion of users at TIR goal compared to Omnipod 5.

• SmartGuard™ algorithm provides sensor-agnostic performance and automatic corrections every five minutes.

• Vivera™ algorithm enables true hands-free, fully closed loop therapy, eliminating the need for meal announcements or carb counting.

• MiniMed Fit™ patch pump is highly differentiated with a 300-unit reservoir, seven-day wear, and scalable, low-cost manufacturing.