Business ExpansionTandem sees the ongoing push into pharmacy as a major driver for the business on higher revenue and profitability per unit while simultaneously enabling lower co-pays for patients.
Market OpportunityThe CMS proposal could drive further adoption by increasing the number of patients interested in pump therapy and decreasing out-of-pocket costs.
Product DevelopmentNew product catalysts on the horizon: Mobi Tubeless is expected to launch in 2026, which should allow Tandem to compete more effectively against other patch offerings while retaining the same core Mobi pump to support margin expansion.