Diabetes Device Pump Companies: Q2 2023 Earnings Reports
Insulet Corporation (PODD), 8 August 2023
- Read the transcript: Insulet Corporation (PODD)
- Listen to the call: Insulet Earnings Call
Tandem Diabetes Care, Inc. (TNDM), 3 August 2023
- Read the transcript: Tandem Diabetes Care
- Listen to the call: Tandem Earnings Call
Medtronic plc (NYSE:MDT), due 22 August 2023
Diabetes Devices/CGM: Q2 2023 Earnings Reports
Dexcom, Inc. (DXCM), 27 July 2023
- Read the transcript: Dexcom
- Listen to the call: Dexcom Earnings Call
Abbott Laboratories (ABT), 20 July 2023
- Read the transcript: Abbott
- Listen to the call: Abbott Earnings Call
Senseonics Holdings, Inc. (SENS), 10 August 2023
- Read the transcript: Senseonics
- Listen to the call: Senseonics Earnings Call
Diabetes Insulin Companies, Q2 2023 Earnings Reports
Eli Lilly and Co (LLY), 8 August 2023
- Read the transcript: Lilly
- Listen to the call: Lilly Earnings Call
Novo Nordisk A/S (NVO), 10 August 2023
- Read the transcript: Novo Nordisk
- See the slide deck: Slide Deck from Novo Earnings Call
Sanofi (SNY), 28 July 2023
- Read the transcript: Sanofi
- See the slide deck: PDF of Sanofi Earnings Presentation
MannKind Corporation (MNKD), 8 August 2023
- Read the transcript: Mannkind
- Listen to the call: Mannkind Earnings Call
Top 3 US Insurance Companies, Q2 2023 Earnings Reports
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VS Health (CVS), 2 August 2023
- Read the transcript: CVS
- Listen to the call: CVS Earnings Call
UnitedHealth Group (UNH), 14 July 2023
- Read the transcript: United Healthcare
Cigna (CI), 3 August 2023
- Read the transcript: Cigna
- See the slide deck: PDF from Cigna Earnings Call
I read through the Tandem report and found it most interesting that they see future pump sales harmed by the introduction of MOBI. I think they are likely wrong, or they know their pump sales cannot stand up to the slew of coming patch pumps.
The patch pumps will dominate the next 5 years, hence the move to patch pumps, but my feeling is that type type will still be the winner because of capacity. Make 250U path pump and the company will have a winner for many years. Make more 180u pumps and be an also run.
Thanks for putting these in a single place; that is really valuable. One of the nice parts of SeekingAlpha is that the company also archives the investor PowerPoint presentations while the companies respective investor relations may remove them after a period of time. For example, I learned in Dexcom’s 2023 Investor Day Presentation that Dexcom was “On track for $10 sensor standard cost” which is the company’s manufacturing cost for CGM sensors on G7.
Unless one reads the full transcripts word-for-word, it’s easy to miss such details (undoubtedly, the information is very there … someplace, but finding it is a much more laborious task).
Thanks so much, Scott, for your encouraging words! We really need to be aware of the businesses we depend upon for our diabetes self-management!