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Diabetes Devices What the Docs are Saying Post-ADA

发布日期: 2026-06-11研究机构: JPMorgan报告页数: 10原文语言: 英语证据页码: 2

研报英文原文证据摘录

Diabetes Devices What the Docs are Saying Post-ADA

stay in Automated Mode longer) should address the painpoints within this cohort.

Others were more critical, citing limitations around basal adjustability and

suggesting outcomes can be worse for less-engaged patients. Providers did not

indicate a measurable impact from Insulet’s recent recall on Omnipod market share

or prescribing behavior to date, and several framed it as a “watch item” more than an

active adoption constraint. That said, clinicians highlighted that incremental recalls

or a recurrence of quality issues could become a more meaningful swing factor for

perception and utilization.This is consistent with management’s ADA commentary

that it does not expect the recall to impact numbers.

• Insulet’s Type 2 fully closed-loop outcomes are viewed as encouraging and

clinically meaningful, even as there remains clear room to push closer to the

70%+ time in range (TIR) gold standard. In EVOLUTION 3, a pre-pivotal study

evaluating Insulet’s fully closed loop pump in adults with insulin-treated T2D,

Insulet’s system delivered 64% time-in-range, representing a +12% improvement.

Physicians continue to anchor on 70%+ time-in range as the gold standard, but

emphasize that achieving mid-60%’s time-in-range with no interaction is still a

material win in real-world care, particularly for patients who cannot or will not

perform insulin treatment “correctly” (e.g. low engagement, limited numeracy or

health literacy, cognitive impairment, and nursing home settings), and for

historically poorly controlled cohorts where the baseline is meaningfully worse.

Providers stressed that the key limiter is not the clinical utility of these systems but

the ability to deploy them at scale, with prescribing capacity, training, and workflow

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