Tandem Diabetes Care Inc. Key Takeaways

Tandem Diabetes Care is navigating a critical transition to a pharmacy-based distribution model while maintaining focus on pipeline innovations like the Mobi Tubeless. Despite lagging new patient starts, management maintains a positive outlook for 2H26 and long-term revenue growth.

Key Takeaways

• 1.Management reiterated confidence in end-market trends and progress on its pharmacy conversion strategy, targeting 15% revenue contribution from pharmacy in 2026.
• 2.Tandem plans to file for Mobi Tubeless in 2Q26 with pivotal trials for a next-gen fully-closed loop algorithm starting in 2H26.
• 3.New patient starts have lagged the overall market, but the company expects to resume growth in 2H26.

Table of Contents

• Key Takeaways
• Valuation/Risks
• GS Forecast
• Disclosure Appendix
• Reg AC
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Company-specific regulatory disclosures
• Distribution of ratings/investment banking relationships
• Price target and rating history chart(s)
• Regulatory disclosures
• Additional disclosures required under the laws and regulations of jurisdictions other than the United States
• Ratings, coverage universe and related definitions
• Global product; distributing entities
• General disclosures

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