The KOLs Tell it Like it Is: Views from Endos at Our Diabetes Tech Summit

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The KOLs Tell it Like it Is: Views from Endos at Our Diabetes Tech Summit

TD SECURITIES (USA) LLC QUICK TAKE: INDUSTRY UPDATE

June 11, 2026

■Medical Supplies & Devices The KOLs Tell it Like it Is: Views from Endos at

Our Diabetes Tech Summit

Mathew Blackman THE TD COWEN INSIGHT

646 562 1321

To conclude our Diabetes Tech Summit last week, we hosted a dinner with 2 high volume

mathew.blackman@tdsecurities.com

Endos. Our conversation spanned multiple topics, including AID/CGM penetration + share

Joshua Jennings, M.D. outlooks, GLPs, and views on future platforms – from dual ketone sensors to new AID tubeless

646 562 1333 offerings. Below, we summarize company/market takeaways, and in the pages that follow,

joshua.jennings@tdsecurities.com

curate the conversation by overarching themes.

Colin Clark

646 562 1441 CGM Market Takeaways

colin.clark@tdsecurities.com T2NIT: Significant Uptake and Utilization Expected Regardless of GLP-1 Prevalence.

Drew Ranieri Physicians see meaningful runway for CGM adoption in T2NIT patients, driven by its roles

646 562 1460 giving behavioral feedback and monitoring the performance of glucose-lowering drug

drew.ranieri@tdsecurities.com therapies. Utilization is expected to be a mix of full-time wear (50% of T2NIT patients) and

intermittent usage (either once every 3 months or around Endo visits vs. once every 4-6 weeks

John Rusch, CFA

646 562 1324 currently observed in T2B patients). Importantly, GLP-1 adoption is not viewed as a barrier and

john.rusch@tdsecurities.com may be complementary to CGM’s role in driving lifestyle change.

twiist Integration the Recent Driver of T1 Share Shifts in These Practices... and CGKM to Be

the Next. Across both practices, ABT is gaining share in T1, driven by the company's entry