PODD
J.P. Morgan
43rd Healthcare
Conference
Chloe
The Pod has an IP28 rating for up to 25 feet for 60 minutes. The PDM and Controller are not waterproof.
1 Insulet at a Glance
Dan
Podder since 2019
3
Our mission is to improve the lives of people with diabetes and enable our customers to enjoy simplicity, freedom, and healthier lives through innovative technology.
4
The Global Leader in Diabetes Management
The first and only AID system cleared for both type 1 and type 2
in the U.S.
#1 in U.S. new customer starts1
#1 prescribed AID in the U.S. in 20231
#1 insulin pump for new pump users in Europe1
~$2B
425K+
250K+
25
2024 Revenue2
Active Customers3
Using Omnipod 53
Global Markets
1.
Source: Insulet data on file as of Q3'24 earnings call on November 7, 2024.
2.
Reflects midpoint of full year 2024 total revenue guidance range of 20%-21% growth provided on the Q3'24 earnings call on November 7, 2024. Revenue growth rate is on a YoY basis and
5
3.
in constant currency.
Represents estimated global customer base at time of Q4'23 earnings call on February 22, 2024.
Omnipod 5 Addresses the Unmet Needs of People Living with Type 1 and Type 21 Diabetes
First tubeless, waterproof2 AID in the U.S.
World-class algorithm built into the Pod
Choice of sensor integration3
Phone control with Android or iOS4
1.
The expanded indication for the Omnipod 5 AID System is indicated for use for people with T2D ages 18+ in the U.S.
2.
The Pod has an IP28 rating for up to 25 feet for 60 minutes. The PDM and Controller are not waterproof.
3.
Omnipod 5 integrated with Dexcom's G6 and Abbott's FreeStyle Libre 2 Plus in the U.S., UK, Netherlands, Italy, and the
6
4.
Nordics. Omnipod 5 integrated with G7 in the U.S. and integrated with G6 in Germany and France.
iOS currently available in the U.S. A list of compatible smartphones can be found at omnipod.com/compatibility.
Pod shown without necessary adhesive. Omnipod 5 shown without sensor.
Omnipod 5 Type 2 Indication Unlocks Significant New Growth Opportunity
Strong SECURE-T2D clinical results:
Baseline
8.2
-0.8%1
13 Weeks
7.4
6
7
8
9
10
Mean A1c (%)
U.S. FDA Clearance for adults with type 2 diabetes received August 2024
Commercialization Plans:
7
1. Pasquel FJ, et al. Presented at: ADA; June 21-24, 2024; Orlando, FL. Statistical models assessing change from baseline to 13 weeks demonstrated a significant treatment effect.
Scale and Significant Competitive Moats Support Sustainable, Profitable Growth
Unique Patch Pump Form Factor
Tubeless, discrete, wearable AID protected with patents and trade secrets
Ease of use - no need to disconnect for everyday activities
Widespread, Affordable Access
Available in 44,000 U.S. pharmacies
Only pump covered by Medicaid Part D
Pay-as-you-go model and low or no co-pay
Optimized Manufacturing
20+ years of manufacturing expertise
Producing 10s of millions of high-quality Pods at scale annually
Advanced Data Capabilities
Cloud connectivity provides data for patients, physicians, and payers
Innovation improves patient outcomes
8
Strong Fundamentals Powering Financial Results
Growing
Revenue to $2B
23% CAGR
~$2.0
$0.7
2019
2024E 1
Leading
Gross Margin
+390 bps Expansion
~69%
65.1%
2019
2024E 1
Rapidly Expanding
Operating Margin
+770 bps Expansion
~14.5%
6.8%
2019
2024E 1
9
1.
Reflects midpoint of full year 2024 revenue guidance range of 20%-21% growth, and gross margin and operating margin guidance provided on the Q3'24 earnings call on November 7,
2024. Revenue growth rate is on a YoY basis and in constant currency.
2
Executing on a Large
Market Opportunity
David
Podder since 2020
10
Disclaimer
Insulet Corporation published this content on January 14, 2025, and is solely responsible for the information contained herein. Distributed by Public, unedited and unaltered, on January 15, 2025 at 22:15:17.329.