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Tandem Diabetes Care: Vegas takes

发布日期: 2026-05-13研究机构: BofA Global Research公司 / 股票: TNDM.OQ报告页数: 9原文语言: 英语证据页码: 3

研报英文原文证据摘录

Tandem Diabetes Care: Vegas takes

els, better sleep, better health overall, reduce drugs reliance, reduce

hospitalizations).

Lower copays in pharmacy can help change access

TNDM also discussed the new mechanism of copays in pharmacy and how patients can

move from DME where they pay $1,000 to get on a pump if they’ve met their deductible

while in pharmacy TNDM can use copay assistance to help get the copay down and with

PayGo copay now goes from whatever prior out of pocket cost to $0 for the pump and

all the patient has to think about is paying for their supplies over time. Additionally,

TNDM says pharmacy also has deductibles, but the deductible impact has been more

pronounced in DME. TNDM says being in the same channel as the CGM will also help

patients meet their deductibles more quickly and that TNDM will gain more experience

as new PayGo model ramps.

Pharmacy removing cost barriers to pump adoption

TNDM says 60% of people are not using pumps today with a big piece of that due to

cost. Pharmacy can remove that barrier which can make a big difference in people’s

ability to move forward with pump therapy. TNDM also noted that the market has

somewhat been divided between tubed and tubeless category. TNDM is stepping into

the tubeless category this year with Mobi Tubeless saying it can make a significant

difference in terms of that opportunity base. TNDM says long term goal is double digit

growth for the business and therefore needs to return to real strength in driving more

people to TNDM for pump therapy from MDI (growing the market) with pharmacy and

new products (patch technology) as the key drivers.

Strong Q1 retention; expects this to hold in pharmacy

TNDM says it is focused on customers that it has today with improving customer

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