Diabetes Devices Tracker—Data Week Ended 5/8/26 & Q1 Recap (ABT, DXCM, & PODD)

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Diabetes Devices Tracker—Data Week Ended 5/8/26 & Q1 Recap (ABT, DXCM, & PODD)

Equity Research

Industry Update — May 18, 2026

Medical Technology

Diabetes Devices Tracker—Data Week Ended

5/8/26 & Q1 Recap (ABT, DXCM, & PODD)

Our Call Larry Biegelsen

Summary. We update our Diabetes Devices Tracker to include IQVIA data for the week Equity Analyst | Wells Fargo Securities, LLC Lawrence.Biegelsen@wellsfargo.com | 212-214-8015

ending May 8, 2026. We include data for durable insulin pumps (TNDM, BBNX, Sequel)

Simran Kaurand G7 15-day to our tracker (now adjusted; see Exh 13). Q1 recaps on next pages.

Equity Analyst | Wells Fargo Securities, LLC

SimranKaur@wellsfargo.com | 212-214-5973

Data for week ended May 8. On May 18, IQVIA weekly prescription data was released for Nathan Treybeck

the week ending May 8, 2026. We break out Omnipod 5 (incl. G6/G7 integration versions), Equity Analyst | Wells Fargo Securities, LLC

Libre 3, and G7 in the summary table below (see Exhibit 1). We have also begun to track Nathan.Treybeck@wellsfargo.com | 212-214-8042

weekly prescription data for durable insulin pumps (TNDM, BBNX, and Sequel). Finally, we Lei Huang

track fast-acting insulin prescription trends to monitor any potential impact of GLP-1s on Associate Equity Analyst | Wells Fargo Securities, LLC

insulin pumps. Lei.Huang@wellsfargo.com | 212-214-8039

Libre data. We estimate 7,411 new reader prescriptions for the week ending May 8

compared to 7,978 for the week ending May 1 and 9,925 a year ago (-7.1% week/week,

-20.0% rolling 4-wk y/y). We estimate 228,143 total sensor prescriptions compared to

228,726 for the week ending May 1 and 225,712 a year ago (-0.3% week/week, +2.0%

rolling 4-wk y/y). Libre 3 TRx of 189,980 represented ~83% of total sensor TRx for the

week ending 5/8.