Stephanie Piazzolla's questions to Tandem Diabetes Care Inc (TNDM) leadership • Q2 2025
Question
Stephanie Piazzolla from Bank of America, on for Travis Steed, asked for more detail on what changed regarding the 'commercial evolution' that contributed to the lowered U.S. guidance.
Answer
President & CEO John Sheridan explained that the commercial transformation involves both salesforce expansion and system upgrades. While rep productivity improved quarter-over-quarter, the new systems and sales tools are not yet fully implemented. He stated they are being realistic about the second half, acknowledging they are not where they want to be on implementation and are also being cautious due to a new competitor with a large sales force.