Jonathan Jeff's questions to Beta Bionics Inc (BBNX) leadership • Q1 2025
Question
Jonathan Jeff asked about early indications of patient attrition rates, noting that pump supply revenue appeared stronger than expected, which might suggest lower attrition.
Answer
CFO Stephen Feider declined to provide specific attrition rate figures for competitive reasons. However, he emphasized that the company's confidence in the pharmacy channel's long-term value is based on their internal data on retention, implying that attrition rates are favorable and support their financial models.