Q1 2025 Tandem Diabetes Care Inc Earnings Call Transcript

Apr 30, 2025 / 08:30 PM GMT

Release Date Price: MXN745

Transcript 10-Q8-K

Key Points

Positve

Tandem Diabetes Care Inc (TNDM) achieved more than 20% growth for the third consecutive quarter, with record first-quarter sales in the U.S. and internationally.
The FDA cleared Control-IQ plus for people with type two diabetes, expanding Tandem's addressable market significantly.
The company reported a meaningful improvement in adjusted EBITDA year over year, demonstrating increased profitability.
Tandem's pharmacy channel initiative is progressing well, with approximately 30% of U.S. lives now covered under the pharmacy benefit.
International sales reached an all-time high, driven by demand for the t:slim X2 platform and strong supply sales.

Negative

There are potential headwinds anticipated in the back half of the year due to the transition to direct sales in select international markets.
The company faces challenges in scaling its sales force productivity, which is expected to take nine to 12 months to fully realize.
Despite progress, the reimbursement process for type two diabetes under Medicare remains onerous, posing a barrier to wider adoption.
Competitive pressures remain strong in both U.S. and international markets, with new entrants expected.
SG&A expenses increased due to sales force expansion and investments in international infrastructure, impacting short-term profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TNDM.OQ - Tandem Diabetes Care Inc
Q1 2025 Tandem Diabetes Care Inc Earnings Call
Apr 30, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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And yes, so the team, yes, yes.

I mean or good day, and thank you for standing by.

Welcome to the Tandem Diabetes Care First Quarter 2025 earnings conference call.

At this time, all participants are in a listen-only mode.

After the speakers' presentation, there will be a question-and-answer session.

To ask a question and session, you will need to press star one on your telephone.

You would then here and automate the message revising your hands raised.

To withdraw your question, please press star one again.

Please be advised that today's conference is being recorded.

I would now like to hand the conference over to your speaker today, Susan

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