Bill Plovanic's questions to Tandem Diabetes Care Inc (TNDM) leadership • Q2 2025
Question
In a follow-up, Bill Plovanic of Canaccord Genuity asked to quantify the contribution from pharmacy channel inventory build in Q2 and how much of that was anticipated.
Answer
EVP, CFO & Treasurer Leigh Vosseller quantified the benefit from initial stocking orders in the pharmacy channel as a 'few million dollars.' She indicated this was a driver in the quarter and explains the expected slight sequential step-down in U.S. revenue from Q2 to Q3, which is consistent with normal seasonality but amplified by this stocking dynamic.