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Analyst
Gursimran Kaur
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q2 (4 quarters; questions recorded in 3).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 3with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 4 of 4 questions from 2 companies
DXCMDexCom3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
What does tempo mean for type 2 non insulin and prediabetes coverage? Exactly. Can you just elaborate on the kind of
Show response
Separated Tempo from the broad CMS type 2 decision rather than conflating them, which is the substantive answer to the read-through part.
Calendar 2026 Q1
Could we see a publication before ADA, and do you plan to share any color on the trial results at the Investor Day
Show response
Jake confirmed full RCT readout planned for ADA Scientific Sessions. No pre-publication. Anticipates results similar to registry data showing significant A1c improvements. Expanded coverage has potential to provide durable growth for a long time in the US.
Calendar 2025 Q3
It sounds like those issues have been resolved from an engineering standpoint or a manufacturing standpoint. So can you just please confirm that
Show response
Jake confirmed deployment challenges resolved at factory level. Consistent feedback from prescribers and users that things have improved. Jereme noted Q3 new starts slightly below record but still hundreds of thousands. Some fringe impact on new starts from quality noise.
PODDInsulet Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
What exactly is driving the upside to U.S. expectations from kind of how you were guiding previously
Show response
Ashley described balanced U.S. growth from Type 1 (still 40% penetrated, clinical inertia with prescribing not matching ADA guidelines) and Type 2 (less than mid-single digit penetration, science-to-street approach with ENDOs and PCPs, DTC activation generating meaningful leads).
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| DXCM DexCom | 3 | 0%none of 3 questions |
| PODD Insulet Corporation | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q3 | 2 | 0%none of 2 questions | 2 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Regulation Policy2
- Demand2
- Innovation & R&D1
- Supply Chain1
- Revenue Growth1
- Subscriber Growth1