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    Brian

    Managing Director and Senior Equity Analyst at TD Cowen

    Bryan Bergin is a Managing Director and Senior Equity Analyst at TD Cowen, specializing in IT & Business Services, Payments, and FinTech research. He covers leading companies including Accenture, Broadridge, Cognizant, FIS, Fiserv, Jack Henry, and WEX, and is recognized for strong performance ratings on platforms like TipRanks, consistently ranking among the top analysts with success rates above 60% and robust annualized returns on stock recommendations. Bergin began his Wall Street career at Credit Suisse before joining Dahlman Rose in 2011, then became part of TD Cowen through its 2013 acquisition of Dahlman Rose. He holds FINRA Series 7, 63, 86, and 87 licenses and has been cited in major financial media for his sector insight.

    Brian's questions to TANDEM DIABETES CARE (TNDM) leadership

    Brian's questions to TANDEM DIABETES CARE (TNDM) leadership • Q2 2025

    Question

    Brian from TD Cowen, on for Josh Jennings, asked about the updated gross margin guidance of 53-54% and what factors are offsetting the presumed pressure from the change in geographic sales mix.

    Answer

    EVP, CFO & Treasurer Leigh Vosseller explained that the 53-54% range is purely a reflection of the updated geographic mix. However, she highlighted key drivers for margin expansion, including improving cost-per-unit for the Mobi platform as volumes scale and the higher-margin opportunity from expanding into the pharmacy channel, particularly with t:slim supplies.

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