MiniMed Group (MMED) Investor presentation summary

Strategic positioning and market opportunity

• Offers a comprehensive diabetes technology platform targeting a global addressable market of over 37 million insulin-intensive patients.

• Demonstrates a proven innovation engine with a strong track record of growth and product launches.

• Maintains unmatched global commercial scale, serving 80 countries with over 3,000 commercial professionals.

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

• Direct-to-patient business model with more than 500 direct contracts for DME and pharmacy, enhancing payer and patient value.

Product innovation and pipeline

• Launched multiple new products, including MiniMed Go, MiniMed Flex, and Instinct sensors, with further launches planned through 2027.

• Gen 3 portfolio introduces advanced algorithms and unified digital experiences, aiming for hands-free, fully closed-loop insulin delivery.

• Vivera Gen 3 algorithm pivotal trial underway, targeting launch in 2027 with no meal announcement or carb counting required.

• MiniMed Fit patch pump designed for high-volume, low-cost manufacturing, offering up to seven-day wear and a 300-unit reservoir.

• Strategic partnership with Abbott for dual glucose-ketone sensor integration and expanded sensor options.

Clinical outcomes and competitive differentiation

• MiniMed 780G system delivers best-in-class real-world clinical outcomes, with 80% of users achieving ADA-recommended Time in Range (TIR).

• Outperforms competitors, with nearly twice as many users reaching TIR goals compared to Omnipod 5.

• SmartGuard algorithm provides automatic corrections every five minutes, mimicking pancreatic function and reducing user burden.

• Consistent sensor-agnostic performance demonstrated in randomized crossover studies.

• Durable and patch pump options address diverse patient needs, with only 7% of eligible patients currently using pump systems.