Minimed Group Inc (NAS:MMED)
$ 14.28 +0.020 (+0.14%) Market Cap: 4.01 Bil Enterprise Value: 4.01 Bil PE Ratio: 0 PB Ratio: 1.16 GF Score: 15/100

MiniMed Group Inc at Goldman Sachs Healthcare Conference Transcript

Jun 08, 2026 / 03:20PM GMT
Release Date Price: $14.88 (+4.57%)
Unidentified Participant

Well, good morning, everyone. I know that we sit between this session and lunch, but maybe appropriate for a diabetes management company. So very pleased to welcome Q Delar, Chief Executive Officer, and Chad Spooner, EVP and CFO of MiniMed.

I know we want to jump into the business, but I thought just coming off of ADA, it would be a great opportunity to hear your perspectives on what were some of the takeaways from the conference. Maybe if you could just give your view kind of maybe market perspective and then MiniMed specifically?

Que Dallara
MiniMed Group Inc - Chief Executive Officer, Director Nominee

It was a great ADA. We had, for us it was affirmation that AID is where the market is growing and there's enormous headroom. And I say that because even if you look at CGM on its own in type one, 80% penetration, type two in the US.

60 to 70%. The reality though is that for the AID market, it's not about putting more CGM on, it's about automating therapy. And that was a lot of the conversation, a lot of what we saw in terms

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