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    Brett Gasaway • Leerink Partners

    Brett Gasaway's questions to Tandem Diabetes Care Inc (TNDM) leadership

    Brett Gasaway's questions to Tandem Diabetes Care Inc (TNDM) leadership • Q2 2025

    Question

    Brett Gasaway of Leerink Partners, on for Mike Kratky, asked for the key drivers that provide confidence in reaching the 60% gross margin target by the end of 2026.

    Answer

    EVP, CFO & Treasurer Leigh Vosseller reiterated that the 60% target is for the quarterly rate exiting 2026. She expressed confidence based on the expected scaling of U.S. pump shipments and the incremental opportunity from pharmacy channel expansion with t:slim supplies. A key proof point is that the margin benefits from the Mobi platform, long discussed as a future contributor, are now beginning to materialize in the company's results.

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    Brett Gasaway's questions to AxoGen Inc (AXGN) leadership

    Brett Gasaway's questions to AxoGen Inc (AXGN) leadership • Q1 2025

    Question

    Brett Gasaway, on for Mike Kratky at Leerink Partners, asked if the hiring delay for breast sales specialists would impact the segment's guidance and questioned the extent to which the full-year guidance relies on revenue from the new prostate pilot program.

    Answer

    CEO Michael Dale stated the company believes it will get back on track with its breast specialist hiring plan by the end of Q2, but acknowledged that a failure to do so would affect market development cadence. He clarified that the full-year guidance does not rely on revenue from the prostate market development, as the current focus is on standardizing the surgical technique before a broader commercial launch.

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