Tandem Diabetes Care: TNDM meeting at ADA (American Diabetes Association)

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Tandem Diabetes Care: TNDM meeting at ADA (American Diabetes Association)

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Tandem Diabetes Care

TNDM meeting at ADA (American Diabetes

Association)

Maintain Rating: NEUTRAL | PO: 25.00 USD | Price: 19.04 USD

We met TNDM on Saturday at ADA 08 June 2026

We attended TNDM’s analyst reception on Saturday at ADA. TNDM demoed the Mobi Equity

Tubeless that was followed by a Q&A session where recent updates in guidelines,

Travis Steed

indication expansion into pregnancy, competitive bidding, and competitive positioning Research Analyst

were discussed. Flexibility is key for TNDM and is reflected in Mobi tubeless’ ability to BofAS +1 404 607 3251

convert from a tube pump into a tubeless pump. Control IQ remains the only AID system travis.steed@bofa.com

approved for use during pregnancy. Benefit from the tighter glycemic control necessary Stephanie Elghazi

for the indication could also expand to patient populations beyond pregnancy. TNDM Research Analyst BofAS

plans to file for Mobi in the US in 2Q26. We maintain our Neutral rating as we continue +1 646 855 4568

to evaluate TNDM’s execution in its transition to the pharmacy channel. stephanie.elghazi@bofa.com

Rei Tan

Flexibility is key for customers ResearchBofAS Analyst

TNDM noted that while patch pumps are very attractive. Clinicians are eager for Mobi 646rei.tan@bofa.com556 1681

tubeless to come to market because it would enable patients to wear a patch pump with Gracia Mahoney

Control IQ algorithm. Like Mobi, TNDM’s algorithm is customizable. TNDM described its Research Analyst

BofAS

algorithm as goldilocks since it allows a patient or a physician to take a more involved +1 646 855 1136

approach with customization but can also support better outcomes for a patient who gracia.mahoney@bofa.com