Tandem Diabetes Care (TNDM) Corporate presentation summary

Market opportunity and positioning

• Serves a large, underpenetrated global market with less than 40% of type 1 diabetes patients in the U.S. and less than 20% internationally using insulin pumps.

• Expanding into type 2 diabetes intensive insulin therapy, where only about 5% use pumps.

• Approximately 450,000 in-warranty customers across 25 countries as of 2023.

• Focused on increasing renewal rates, with a ~70% renewal rate in the U.S. within 18 months post-warranty.

• Q2 2024 U.S. renewal shipments grew nearly 40% year-over-year.

Product portfolio and innovation

• Offers two main pump platforms: t:slim X2 and Tandem Mobi, both featuring Control-IQ technology and multiple CGM integrations.

• t:slim X2 is a touchscreen insulin pump, up to 38% smaller than competitors, with mobile app bolus delivery and over 30 infusion set options.

• Tandem Mobi is the world's smallest durable automated insulin delivery system, with smartphone control and enhanced wearability.

• Sigi platform and extended wear infusion sets are in development, aiming to expand adoption and customization.

• Control-IQ technology is clinically validated, with 97% of study participants finding it easy to use and multiple pivotal studies published.

Digital ecosystem and customer engagement

• Tandem Source is a multi-sided diabetes management platform for patients, caregivers, clinicians, and admins.

• Provides data management, reporting, decision support, supply ordering, and device management.

• Available in the U.S. and Canada, with additional countries launching in 2024.