Takeaways from ADA 2026

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Takeaways from ADA 2026

June 8, 2026 Takeaways from ADA 2026

Ready, Set, Patch: Product Launches and CGM RCT Among Highlights;

AID Focus Remains on Future Patch and Fully Closed-Loop Systems Marie Thibault

(212) 527-3557 mthibault@btig.com

WHAT YOU SHOULD KNOW: This past weekend, we attended the American Diabetes Alexandra PangHEALTHCARE

Association's (ADA) 86th Scientific Sessions, held in New Orleans, LA. Several public (332) 400-5092 apang@btig.com

companies were in attendance, including Abbott (ABT, Buy, $131 PT); MiniMed (MMED, Sam Eiber Buy, $25 PT); Dexcom (DXCM, Buy, $80 PT), Insulet (PODD, Buy, $235 PT); Tandem (212) 588-6516 seiber@btig.com

Diabetes Care (TNDM, Not Rated); Beta Bionics (BBNX, Not Rated); and Senseonics

(SENS, Neutral). We think new trial data from DXCM and PODD, showing improved

clinical results, lower burden, and high user compliance, should represent a tailwindINDUSTRY

for diabetes technology adoption. Months before any new entrants formally enter the

field, all the automated insulin delivery (AID) companies were being asked about their

own pipeline efforts for patch pumps and fully closed-loop systems. Each company

has varying views on hardware design (one-piece, two-pieces, reusable, rechargeable,REPORT ability to disconnect), and algorithm features and flexibility. It is too early to determine

what customers will prefer, but we think that as with all things diabetes, patients

want ease-of-use, broad access, autonomy, and choice. We expect the diabetes

technology segment to continue evolving quickly, with the competitive landscape

ensuring frequent product iterations, and growing awareness and access from broader

reimbursement, label expansions, and outreach. Read on for more detailed takeaways

from public companies.