Slide 1: Q2 2026 Earnings
Q2 2026 Earnings July 29, 2026
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Statements in this presentation that are not statements of historical fact are forward-looking statements. Such forward-looking statements include, without lim
Slide 3: Disclaimer (Cont'd)
Disclaimer (Cont’d) This presentation contains trademarks, service marks, trade names and copyrights of the Company and other companies which are the property of their respective owners. This presentation discusses certain product candidates that have not yet received marketing authorization or clea
Slide 4: Second Quarter Financial Results & Key Metrics
Second Quarter Financial Results & Key Metrics Revenue Gross Margin ($ in millions) $32 $32 35 61% 59% 59% 59% 56% 57% $27 $28 30 54% 53% 54% 55% Pharmacy 51% $23 25 DME $20 $18 40% $17 20 $15 $13 15 $8 10 $3 5 4% $1 0 Q2'23 Q3'23 Q4'23 Q1'24 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q2'
Slide 5: Strategic Highlights
Strategic Highlights Recent Launches Bionic Portal Update (May ‘25) & Bionics Insights (Mar ‘26) Real-World Data Dashboard (Jun ‘26) HCPs access real-time clinical outcomes for their patients; actionable Near real-time dashboard, publicly available on the company insights more informed, personalized
Slide 6: Full Year 2026 Guidance
Full Year 2026 Guidance Previous New Assumptions & Drivers • iLet continues to generate robust demand, driving pump market expansion and taking market share $131-136M $131-136M Total Revenue • Stable utilization and retention rates in DME and pharmacy channel • Contribution from at least 20 new sale
Slide 7: Strategic Outlook
Strategic Outlook Revolutionize Care Future Objectives • Mint commercialization1 • Bi-hormonal system commercialization1 • Expansion of sales territories Execute Relentlessly • Growth of pharmacy channel mix • Market and indication expansion 2025 to 2026 Objectives - Primary care - Type 2 diabetes1
Slide 8: Appendix
Beta Bionics Appendix
Slide 9: Quarterly Financials & Reconciliation to GAAP Financials
Quarterly Financials & Reconciliation to GAAP Financials ($ in millions) Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Net Sales $16.7 $20.4 $17.6 $23.2 $27.3 $32.1 $27.6 $32.0 Gross Profit $8.9 $11.7 $9.0 $12.5 $15.1 $18.9 $16.4 $18.9 % Margin 53% 57% 51% 54% 55% 59% 59% 59% Total