Question · Q3 2025
Simran, on behalf of Larry Biegelson, asked about the drivers behind the upside in U.S. Omnipod expectations, the sustainability of these underlying trends, and whether record new customer starts should be anticipated on a quarterly basis moving forward.
Answer
Ashley McEvoy, President and CEO, attributed the upside to strong performance in the core U.S. Type 1 business (despite 40% penetration and clinical inertia) and accelerated momentum in Type 2. She highlighted efforts to educate endocrinologists and PCPs on AID guidelines and the impact of direct-to-consumer (DTC) campaigns in generating meaningful leads for Type 2 patients.