MiniMed Group Inc: MMED investor meeting at ADA (American Diabetes Association)

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MiniMed Group Inc: MMED investor meeting at ADA (American Diabetes Association)

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MiniMed Group Inc

MMED investor meeting at ADA (American

Diabetes Association)

Maintain Rating: BUY | PO: 20.00 USD | Price: 14.23 USD

We met with MMED at ADA this Saturday 08 June 2026

We met with MiniMed Group Inc (MMED) this Saturday during ADA. MMED walked us Equity

through its updated thoughts on continuous ketone monitoring, pharmacy channel

strategy, GLP1s, stem cell therapy and growth across the portfolio. MMED continues to Travis Steed Research Analyst

see ample headroom for the AID market to grow. It also remains confident in its position BofAS

in the pharmacy channel given its full portfolio. Minimed Go is expected to increase +1travis.steed@bofa.com404 607 3251

MMED’s CGM attachment rate and Vivera is viewed as a key driving factor for Stephanie Elghazi

penetration. Fit filing on track by Fall 2026. We maintain our Buy rating. Research Analyst

BofAS

+1 646 855 4568

stephanie.elghazi@bofa.comStill early days of ketone agreement, work to be done

ABT has not received clearance from FDA yet on Libre Duo (dual glucose-ketone sensor). Rei Tan

Research Analyst

Its indication is therefore not yet well defined, making it too early to say how the sensor BofAS

will integrate with AID. However, patients on competitor pump companies will have to 646 556 1681

rei.tan@bofa.com

juggle between 2 apps (pump and Libre app) when they integrate their pump with Libre

Gracia Mahoney

Duo. MMED noted that Libre Duo will be integrated into its system but it’s still too early Research Analyst

to describe what that experience may look like. MMED also sees work left to be done to BofAS +1 646 855 1136

determine how to best incorporate data from Libre Duo. gracia.mahoney@bofa.com

Enjia Cao