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TNDM TANDEM DIABETES CARE

Yes — algorithm is the offer

3Reach
3Weight
3Proof
9Total / 15

What they are doing

Tandem is a pump company whose product is the algorithm. On the Q2 call, CEO John Sheridan said Control-IQ+ has the broadest AID indication, including pregnancy, plus a CE mark for pregnancy and type 2. ~35k pumps (+11%), $255M sales (+6%), US base ~325k. Next needle: AIDANET (UVA) — FDA IDE in Q2, pivotal later in 2026, timed-range without a meal announcement. Pipeline. Does not lift Proof.

Why the score

  • Reach 3 not 2: Control-IQ+ is a live program, not a mention.
  • Weight 3 not 4: the algorithm is the product. 4 waits for a result we can point to this snapshot (TIR or share of base).
  • Proof 3 not 4: live AID we can point to. No current algorithm KPI on the call.

What would move it next quarter: AIDANET pivotal with a TIR number, or % of the 325k on Control-IQ+.

Open these first

Evidence

TNDM 10-K (2026-02-19)

tndm-20251231 false 2025 FY 0001438133 P3Y 0.0289361 iso4217:USD xbrli:shares iso4217:USD xbrli:shares xbrli:pure tndm:Installment utr:sqft tndm:trading_day tndm:segment tndm:market iso4217:CHF 0001438133 2025-01-01 2025-12-31 0001438133 2025-06-30 0001438133 2026-02-16 0001438133 2025-12-31 0001438133 202 umps, applications and insights. In support of this strategy, our Tandem pump platforms include t:slim X2 and Tandem Mobi (Mobi), both of which feature Control-IQ+ advanced hybrid closed-loop

TNDM 10-Q (2026-08-06)

In support of this strategy, the Company’s pump platforms include t:slim X2 and Tandem Mobi (Mobi). Both pumps feature Control-IQ+ technology, which is the Company’s most advanced algorithm for managing insulin delivery, using information received from compatible continuous glucose monitoring (CGM) sensors. New software for the insulin pumps may be updated remotely b y the individual users as new advancements become available. The insulin pumps are compatible with other complementary digital he

Q2 transcript

Sheridan on Control-IQ+ and AIDANET; Vosseller on the 325k base

IR / company presentation

tslim, Mobi, Control-IQ+ stack