Diabetes Tech Leaders Focus on Innovation

Summary

This article discusses recent advancements in diabetes technology, particularly focusing on Dexcom and Tandem Diabetes Care. Dexcom’s CEO highlighted the alignment of continuous glucose monitors (CGMs) with the current administration’s healthcare agenda, emphasizing their increasing coverage and potential benefits. Tandem Diabetes Care is preparing to launch new products, including its smaller Mobi insulin pump, and expanding its algorithm’s compatibility with Type 2 diabetes. These developments signal a positive trend towards improved diabetes management and accessibility to advanced technologies.

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** Main Story**

Diabetes Tech: We’re Not in Kansas Anymore

The world of diabetes management? It’s not what it used to be, that’s for sure. We’re seeing a real shift thanks to some seriously cool medical tech hitting the market. Companies like Dexcom and Tandem Diabetes Care are at the forefront, working hard to develop and, crucially, make these advanced tools available to more people living with diabetes. Looking at their recent earnings calls and industry news, it’s clear the momentum is building and honestly? It’s exciting to watch.

Dexcom: CGM for All? Maybe Sooner Than You Think.

Dexcom, you probably know them, they’re a big name in continuous glucose monitoring (CGM) tech, and they’re growing fast. Their CEO, Kevin Sayer, recently dropped some pretty significant news: all three of the major U.S. pharmacy benefit managers are now covering their G7 glucose monitor for people with diabetes. I mean, this is huge. It’s a major step forward in making CGMs more affordable and accessible. Finally.

Think about this for a second: Dexcom thinks this will extend coverage to almost 6 million folks with Type 2 diabetes who aren’t even using insulin by the end of next year, 2025. This focus on Type 2 is smart, it’s a big part of the diabetes population. However, Sayer acknowledges this is just a piece of the pie – only a fraction of the 25 million people in the U.S. with Type 2. But, he’s optimistic, expecting other insurance plans to jump on board. They’re also working on getting Medicare coverage for people with diabetes who don’t use insulin, conducting trials to back up their case for the Centers for Medicare and Medicaid Services (CMS).

And it seems Dexcom’s efforts are aligning with the powers that be. Word on the street is both Health and Human Services Secretary Robert F. Kennedy Jr. and FDA Commissioner Martin Makary are supportive of expanding CGM access, seeing the potential for better diabetes management and health outcomes. Sayer even said Dexcom’s devices “fit the Make America Healthy agenda very nicely.” And, by the way, Dexcom’s financials are looking good too. A whopping $1.04 billion in revenue in the first quarter of 2025 alone! That’s a 12% increase year-over-year, showing how much demand there is for CGM technology, its pretty compelling.

Tandem Diabetes Care: Small Pumps, Big Impact

Tandem Diabetes Care, another big player, are working hard to improve the lives of people with diabetes. You know, they’re the insulin pump people, they’re making some impressive strides. The big one? They’re gearing up for the international launch of their Mobi insulin pump. Picture this: a smaller, more discreet pump controlled from your smartphone. It’s already got FDA clearance here in the U.S. from last year and now they’re chasing that CE mark for Europe. Tandem’s planning on launching Mobi outside the U.S. with integrations for several CGM sensors by the end of next year. Should be good.

Plus, Tandem’s focused on improving their Control-IQ+ algorithm, that’s the thing that pairs CGM data with insulin pump delivery to automate insulin dosing. Clever huh? So, the algorithm recently got the green light from the FDA for use in people with Type 2 diabetes, which is going to massively increase its potential reach. They are claiming this move essentially doubles Tandem’s addressable market in the U.S., which could lead to some serious growth down the line.

Tandem’s not stopping there, their commitment to innovation goes beyond the Mobi pump. Right now, they’re developing a tubeless feature for Mobi, and they’re undergoing verification testing and scaling up manufacturing for it. On top of this, they’re still working on the Sigi patch pump they bought back in 2022, pushing further into innovative insulin delivery solutions. I’m excited to see what they come up with.

What does it all mean? Well, these developments, both from Dexcom and Tandem Diabetes Care, show the rapid progress in medical technology, especially in diabetes. These innovations promise to make a real difference in the lives of millions living with diabetes. By giving them more effective, personalized, and accessible tools. If these technologies continue to evolve and become more widely available, can you imagine the potential to transform diabetes care and improve patient outcomes across the globe?

It really does feel like things are changing fast, its almost like it’s a whole new world out there.