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Down -21.69% in 4 Weeks, Here's Why Tandem Diabetes Care (TNDM) Looks Ripe for a Turnaround
ZACKS· 2024-10-18 22:35
Tandem Diabetes Care, Inc. (TNDM) has been on a downward spiral lately with significant selling pressure. After declining 21.7% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier. How to Determine if a Stock is Oversold We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spott ...
Why Tandem Diabetes Care Stock Took It on the Chin Tuesday
The Motley Fool· 2024-10-02 05:39
文章核心观点 - 分析师发出了对Tandem Diabetes Care(TNDM)股票的警告信号 [1][2] - 分析师指出公司在一个非常关键的市场可能面临收入增长乏力的情况 [1][2] - 分析师重申了对公司股票的买入评级和57美元的目标价,预计上涨近39% [3] - 分析师提到公司最近在欧盟获得了其t:slim X2泵用于输送Eli Lilly的Lyumjev超快速胰岛素的批准,这将在不久的将来带来收益 [3] 根据相关目录分别进行总结 公司业务情况 - 分析师指出公司在美国新患者启动数量增长呈现平稳态势,增长可能难以达到管理层的指引 [2] - 但过去三个季度公司的盈利能力都超出了分析师的预期 [2] 公司发展前景 - 分析师认为公司在欧盟获得t:slim X2泵用于输送Eli Lilly的Lyumjev超快速胰岛素的批准,将在不久的将来带来收益 [3] - 分析师维持了对公司股票的买入评级和57美元的目标价,预计上涨近39% [3]
t:slim X2's Compatibility With Lilly's Lyumjev Might Aid TNDM Stock
ZACKS· 2024-10-02 01:37
Tandem Diabetes Care (TNDM) has achieved a significant milestone by gaining approval for the use of its t:slim X2 insulin pump with Eli Lilly's ultra-rapid acting insulin, Lyumjev, in the European Union (EU). The compatibility with Lyumjev offers new possibilities in the insulin delivery landscape, enhancing the efficacy of Tandem's automated insulin delivery (AID) systems. This latest development strengthens Tandem's position in the diabetes technology market and enhances its offerings for individuals with ...
TNDM Stock Likely to Gain From Innovation Amid Competition
ZACKS· 2024-09-23 22:32
Tandem Diabetes (TNDM) is gaining from continued product innovations. Yet, ongoing macroeconomic challenges and tough competition pose challenges. The stock carries a Zacks Rank #3 (Hold) currently. Factors Driving TNDM Stock Tandem Diabetes seeks to grow its business through the acquisition of products or technologies or investments in businesses. Last year, it acquired Swiss-based AMF Medical SA — the developer of the Sigi Patch Pump. The company's speed-to-market with Continuous Glucose Monitoring (CGM) ...
TNDM Stock Likely to Benefit From the t:slim X2-Lyumjev Offering in EU
ZACKS· 2024-09-23 21:35
Tandem Diabetes Care, Inc.'s (TNDM) flagship t:slim X2 insulin pump with Control-IQ automated insulin delivery (AID) technology is now certified for use with Eli Lilly and Company's (LLY) Lyumjev (insulin lispro-aabc injection) ultra-rapid acting insulin in the European Union (EU). The development follows a clinical study that reported high satisfaction and quality of life benefits by pairing Lyumjev with Control-IQ technology. Ultra-rapid acting insulin is a popular choice for people living with diabetes b ...
Why Tandem Diabetes Care Stock Thrashed the Market Today
The Motley Fool· 2024-09-20 06:49
At a stroke, it's got a product authorized for a specific use in 27 countries. Tandem Diabetes Care (TNDM 4.25%) had some encouraging news to report on the regulatory front Thursday, and after it hit the headlines investors piled into the stock. At the end of the day the highly specialized healthcare company's share price had risen in excess of 4%, good enough to top the 1.7% rise of the benchmark S&P 500 index. Crucial approval granted Tandem announced Thursday morning that it had won an important approval ...
Reasons to Hold Tandem Diabetes Stock in Your Portfolio Now
ZACKS· 2024-09-03 21:40
Tandem Diabetes Care, Inc.'s (TNDM) growth is backed by its impressive range of new products. The flourishing diabetes market provides a favorable opportunity for the company's growth. However, concerns loom over Tandem Diabetes' substantial reliance on insulin pumps and the adverse impact of macroeconomic challenges. In the past year, this Zacks Rank #3 (Hold) company has surged 56.2% compared with 10.9% growth of the industry and a 24.9% rise of the S&P 500 composite. The renowned medical device company h ...
New Launches Support Tandem Diabetes Stock Despite Macro Concerns
ZACKS· 2024-08-31 00:25
Tandem Diabetes (TNDM) is gaining from continued product innovations. Yet, rising costs put pressure on margins. The stock carries a Zacks Rank #3 (Hold). Tandem Diabetes is driving transformative innovation to help reduce the burden and create new possibilities for people living with diabetes. During the second quarter, its flagship t:slim X2 insulin pump software became compatible with Dexcom G7. It was already compatible with Dexcom G6 Continuous Glucose Monitoring (CGM) systems. Following this developme ...
TANDEM ALERT: Bragar Eagel & Squire, P.C. is Investigating Tandem Diabetes Care, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
GlobeNewswire News Room· 2024-08-10 09:00
NEW YORK, Aug. 09, 2024 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against Tandem Diabetes Care, Inc. (NASDAQ: TNDM) on behalf of long-term stockholders following a class action complaint that was filed against Tandem on September 8, 2023 with a Class Period from August 3, 2022 to November 2, 2022. Our investigation concerns whether the board of directors of Tandem have breached their fiduciary duties to the company ...
Tandem Diabetes Care(TNDM) - 2024 Q2 - Earnings Call Transcript
2024-08-02 18:36
财务数据和关键指标变化 - 公司在第二季度实现了12%的全球销售增长,达到2.22亿美元,这是坦德姆历史上第二高的销售季度 [33][34] - 前两个季度的全球销售额达到4.15亿美元,约5.5万台泵出货 [34] - 公司预计2024年全年销售增长15%,达到8.85亿美元至8.92亿美元 [50] - 毛利率维持在51%,调整后EBITDA实现盈亏平衡 [46][49] 各条业务线数据和关键指标变化 - 美国市场第二季度销售增长20%,达到1.57亿美元,主要得益于泵出货量强劲和耗材销售增长 [35][36] - 美国新客户泵出货量超过续订客户,其中从MDI转换的客户占比超过50% [35][36] - 国际市场第二季度销售增长22%,达到6500万美元,主要由于耗材销售增长50% [42][43] - 国际市场泵出货量下降6%,但实际需求增长近10% [43] 各个市场数据和关键指标变化 - 美国市场新客户泵出货量有所改善,预计下半年将恢复增长 [36][37] - 国际市场第三季度受到欧洲夏季假期的季节性影响,销售额将环比下降 [51] 公司战略和发展方向及行业竞争 - 公司正在推进多项新产品和技术的开发和上市,包括Mobi泵、与Abbott FreeStyle Libre 3+的集成等 [56][57][58][59] - 公司正在加强数字健康平台Tandem Source的功能,提升对医生和支付方的价值 [60][61] - 公司认为行业渗透率有进一步提升空间,预计未来5年内可达到60%-65% [144][145] 管理层对经营环境和未来前景的评论 - 管理层对公司在第二季度的强劲表现感到自豪,认为公司正在执行战略并取得进展 [9][10] - 管理层对Mobi泵的市场反响和客户满意度感到乐观,认为其将成为公司业务的催化剂 [11][12][13][14] - 管理层对公司在新产品开发、国际市场拓展、数字健康平台建设等方面的进展表示乐观 [56][57][58][59][60][61] 其他重要信息 - 公司在第二季度因t:slim iOS应用程序出现软件问题而进行了召回,已经实施了修复措施 [53][54][55] - 公司新任命JC Kyrillo为首席运营官,加强管理团队 [62] 问答环节重要的提问和回答 问题1 **Brooks O'Neil 提问** 询问Mobi泵从竞争对手那里获得转换的原因 [65][66] **John Sheridan 回答** Mobi泵的穿戴灵活性和Control-IQ算法的出色性能是吸引用户从竞争对手转换的主要原因 [66][67] 问题2 **Mathew Blackman 提问** 询问新客户泵出货量的具体情况 [69][70][71] **Leigh Vosseller 回答** 新客户泵出货量同比有所下降,但下降幅度已大幅收窄,预计下半年将恢复增长 [70][71] 问题3 **Steve Lichtman 提问** 询问Mobi泵在第二季度末的销售情况以及公司在2025年推出FreeStyle Libre 3+集成的计划 [74][75][76][77] **Leigh Vosseller 回答** Mobi泵在第二季度末销售势头良好,公司正在积极推进FreeStyle Libre 3+集成,计划于2025年推出 [77][78][79][80]