Diabetes Devices Tracker—Data Week Ended 6/19/26

研报英文原文证据摘录

Diabetes Devices Tracker—Data Week Ended 6/19/26

Equity Research

Industry Update — June 30, 2026

Medical Technology

Diabetes Devices Tracker—Data Week Ended

6/19/26

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 June 19, 2026. We include data for durable insulin pumps (TNDM, BBNX, Sequel)

Simran Kaurand G7 15-day (now adjusted; see Exh 10).

Equity Analyst | Wells Fargo Securities, LLC

SimranKaur@wellsfargo.com | 212-214-5973

Data for week ended June 19. On June 29, IQVIA weekly prescription data was released Nathan Treybeck

for the week ending June 19, 2026. We break out Omnipod 5 (incl. G6/G7 integration Equity Analyst | Wells Fargo Securities, LLC

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

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

Finally, we track fast-acting insulin prescription trends to monitor any potential impact of Associate Equity Analyst | Wells Fargo Securities, LLC

GLP-1s on insulin pumps. Lei.Huang@wellsfargo.com | 212-214-8039

Ross Osborn

Libre data. We estimate 7,164 new reader prescriptions for the week ending June 19 Associate Equity Analyst | Wells Fargo Securities, LLC Ross.E.Osborn@wellsfargo.com | 212-214-8038

compared to 7,244 for the week ending June 12 and 9,588 a year ago (-1.1% week/week,

-26.5% rolling 4-wk y/y). We estimate 226,543 total sensor prescriptions compared to

228,327 for the week ending June 12 and 223,945 a year ago (-0.8% week/week, +2.4%

rolling 4-wk y/y). Libre 3 TRx of 191,284 represented ~84% of total sensor TRx for the