Beta Bionics, Inc. · NASDAQ:BBNX
Beta Bionics — ADA Investor & Analyst Event June 2025
37 slides from Beta Bionics's conference presentation, Jun 23, 2025
Slide 1: ADA Investor & Analyst Event June 2025
ADA Investor & Analyst Event June 2025
Slide 2: Disclaimer
Disclaimer 2 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, wit
Slide 3: Event Agenda
Event Agenda 1 2 5 4 3 3 Commercial Updates Q&A Adaptive - Closed Loop Algorithm Overview iLet Real - World Evidence Patch Pump Demonstration Presenters • Stephen Feider, Chief Financial Officer • Mark Hopman, Chief Commercial Officer • All Presenters • Sean Saint, Chief Executive Officer • Sean Sai
Slide 4: Event Agenda
Event Agenda 1 2 5 4 3 4 Commercial Updates Q&A Adaptive - Closed Loop Algorithm Overview iLet Real - World Evidence Patch Pump Demonstration Presenters • Stephen Feider, Chief Financial Officer • Mark Hopman, Chief Commercial Officer • All Presenters • Sean Saint, Chief Executive Officer • Sean Sai
Slide 5: Bionic Portal for Healthcare Providers
Bionic Portal for Healthcare Providers Filter Patients by Prior Therapy Overall Patient Cohort Outcomes Patient Subgroup Outcomes Patient - Specific Outcomes Note: 5 The data shown is an illustrative example. Real - world examples may vary significantly from the example shown above.
Slide 6: Pharmacy Channel Strategy
Pharmacy Channel Strategy Streamlined insurance approval Users Less administrative burden Lower out - of - pocket costs No 4 - year pump commitment Beta Bionics Faster Access to New Users Pay - as - you - go economics Higher Customer Lifetime Value Pharmacy New Patient Starts Providers Payers PBM Ag
Slide 7: Event Agenda
Event Agenda 1 2 5 4 3 7 Commercial Updates Q&A Adaptive - Closed Loop Algorithm Overview iLet Real - World Evidence Patch Pump Demonstration Presenters • Stephen Feider, Chief Financial Officer • Mark Hopman, Chief Commercial Officer • All Presenters • Sean Saint, Chief Executive Officer • Sean Sai
Slide 8: Automated Insulin Delivery Continuum: Users
Automated Insulin Delivery Continuum: Users 1. iLet does not require carb counting, but users must be carb aware Users Engagement Required No Engagement Required Carb Counting Manual Correction Boluses Temporary Basal Rate Adjustments Fixed Mealtime Dosing Meal Announcements 1 Extended Boluses Pre -
Slide 9: Automated Insulin Delivery Continuum: HCPs
HCPs Manually Adjust Settings Quarterly Automated Insulin Delivery Continuum: HCPs Static Adaptive Basal Rate, Calculate Initial Settings Per Guidelines Manually Adjust Non - Basal Settings Quarterly Manually Adjust Settings Quarterly Basal Rate Learning Algorithm Pump Setup Wizard Per Guidelines No
Slide 10: Initial Pump Settings Calculation
Average Pump TDD 120 injection units/day x 75% pump TDD versus injection = 90.0 pump units/day Pump TDD 180 pounds x 0.23 pump units/pound/day = 41.4 pump units/day Weight TDD Average of 90.0 pump units/day and 41.4 pump units/day = 65.7 pump units/day Recommended TDD Initial Pump Settings 65.7 pump
Slide 11: How Pump Settings Translate to Insulin Delivery
11 How Pump Settings Translate to Insulin Delivery BR ISF ICR GT DIA Time 0 - 6h 19 - 24h 7 - 12h 13 - 18h Basal Dose Every 5 mins. ISF Correction Dose As needed ICR Meal Dose 2 - 3x per day BG - GT # Carbs BR + + Insulin on Board Informed by DIA Continuous = Dose Source: Schmidt S, Nørgaard K. Bolu
Slide 12: Static Hybrid-Closed Loop Insulin Delivery in Action (1/2)
0 CGM: Blood Glucose (mg/dL) 400 350 300 250 200 150 100 50 Static Hybrid - Closed Loop Insulin Delivery in Action (1/2) Insulin User Inputs x Meal Correction Temporary BR Meal Meal 6AM 12PM 6PM 12AM Note: The measurements, calculations, and settings shown on the slide are an illustrative example. R
Slide 13: Static Hybrid-Closed Loop Insulin Delivery in Action (2/2)
0 Static Hybrid - Closed Loop Insulin Delivery in Action (2/2) Insulin User Inputs x CGM: Blood Glucose (mg/dL) 400 350 300 250 200 150 100 50 Meal Meal Correction Meal 6AM 12PM 6PM 12AM Note: The measurements, calculations, and settings shown on the slide are an illustrative example. Real - world e
Slide 14: Interpreting Glycemic Charts to Adjust Pump Settings
0 Interpreting Glycemic Charts to Adjust Pump Settings… Insulin CGM: Blood Glucose (mg/dL) 400 350 300 250 200 150 100 50 User Inputs …is a difficult and time - consuming process for healthcare providers 6AM 12PM 6PM 12AM Note: The measurements, calculations, and settings shown on the slide are an i
Slide 15: iLet Removes Complexity for Healthcare Providers
X X No more settings No more spaghetti charts Note: The measurements, calculations, and settings shown on the slide are an illustrative example. Real - world examples may vary significantly from the example shown above. Continuous Glucose Monitor (CGM), Basal Rate (BR), Insulin Sensitivity Factor (I
Slide 16: Adaptive Algorithm Learns and Adjusts Automatically
16 Adaptive Algorithm Learns and Adjusts Automatically
Slide 17: iLet's Adaptive Algorithm Warms-Up in ~2 Days
17 iLet’s Adaptive Algorithm “Warms - Up” in ~2 Days Time to Steady - State GMI (N=30,077 sessions 1 ) Source: The real - world data presented are observational data. These data do not come from a prospective study designed to assess safety and efficacy of the iLet by duration of iLet use. Data come
Slide 18: Adaptive Algorithm Enables PCPs to Treat with iLet
18 Adaptive Algorithm Enables PCPs to Treat with iLet - 1.6% Patients treated by Endocrinologists - 1.6% Patients treated by Primary Care Providers Source: The real - world data presented is observational data. These data do not come from a prospective study designed to evaluate the effect of the iL
Slide 19: Automated Insulin Delivery Competitive Landscape
Automated Insulin Delivery Competitive Landscape Users Hybrid - Closed Loop Fully - Closed Loop Static Adaptive HCPs iLet Competitors iLet Competitors iLet iLet 19 Current Future Note: Healthcare Provider (HCP).
Slide 20: Event Agenda
Event Agenda 1 2 5 4 3 20 Commercial Updates Q&A Adaptive - Closed Loop Algorithm Overview iLet Real - World Evidence Patch Pump Demonstration Presenters • Stephen Feider, Chief Financial Officer • Mark Hopman, Chief Commercial Officer • All Presenters • Sean Saint, Chief Executive Officer • Sean Sa
Slide 21: iLet Is a Population Health Tool (1/2)
4% 19% 12% 6% 4% 2% 2% 1% <6% 6 - 7% 7 - 8% 8 - 9% 11 - 12% 12 - 13% 13 - 14% >14% 3% 16% 26% 21% 20% 14% 8% 5% 3% 3% 1% T1D Adults HbA1c in the US 1 vs. iLet T1D Adults Baseline HbA1c 30% 9 - 10% 10 - 11% HbA1c Group (%) iLet Is a Population Health Tool (1/2) 21 % T1D Adults in the US (Pettus et al
Slide 22: All iLet Users Baseline HbA1c Group Results
All iLet Users 22 Baseline HbA1c Group Average Baseline HbA1c Average Change Average GMI on the iLet 15.0% (N=215) 14 - 19% 13.7% (N=457) 13 - 14% 12.5% (N=533) 12 - 13% 11.5% (N=895) 11 - 12% 10.5% (N=1,388) 10 - 11% 9.5% (N=2,238) 9 - 10% 8.9% (N=14,952) Overall 8.5% (N=3,095) 8 - 9% 7.6% (N=3,615
Slide 23: iLet Is a Population Health Tool (2/2)
31% 5% 1% 0% 0% 0% 0% 0% 4% 0% 19% 30% 21% 12% 6% 4% 2% 2% 1% <6% 6 - 7% 7 - 8% 8 - 9% 11 - 12% 12 - 13% 13 - 14% >14% 9 - 10% 10 - 11% HbA1c and GMI Group (%) iLet Is a Population Health Tool (2/2) 23 T1D Adults HbA1c in the US 1 vs. iLet T1D Adults Follow - Up GMI 63% % T1D Adults in the US (Pettu
Slide 24: iLet Users Coming from MDI
24 Meaningful change regardless of baseline HbA1c, with >85% of users meeting ADA hypoglycemia goals on iLet Source: The real - world data presented is observational data. These data do not come from a prospective study designed to evaluate the effect of the iLet Bionic Pancreas’ safety and efficacy
Slide 25: iLet Users Coming from Competitive HCL Systems
6.4% 8.1% 7.8% >9% (N=643) 10.5% Overall (N=2,910) 7 - 9% (N=1,609) <7% (N=658) - 2.8% - 0.8% - 0.6% +0.6% 8.1 7.3 Baseline HbA1c iLet GMI 25 iLet Users Coming from Competitive HCL Systems 1 7.7% 7.3% 7.2% 7.0% Baseline HbA1c to Follow - Up GMI Note: Glucose Management Indicator (GMI). Multiple Dail
Slide 26: iLet Users Treated by Type of Provider Practice (1/2)
7.3 - 1.6 iLet Users Treated by Type of Provider Practice (1/2) Baseline HbA1c to Follow - Up GMI Practice Type: Primary Care 8.9 Practice Type: Endocrinology 8.9 7.3 - 1.6 N=13,566 N=1,036 Baseline HbA1c iLet GMI Baseline HbA1c iLet GMI Similar improvement in GMI with >84% of users meeting ADA hypo
Slide 27: iLet Users Treated by Type of Provider Practice (2/2)
iLet Users Treated by Type of Provider Practice (2/2) Baseline HbA1c 7.6% 7.3% 7.2% 7.0% - 3.3% - 1.6% - 0.7% +0.6% Average Change Average GMI on the iLet Average Baseline HbA1c <7% (N=1,978) 6.4% >9% (N=5,195) 10.9% 7 - 9% (N=6,393) 8.0% Overall (N=13,566) 8.9% Average Baseline HbA1c Average Change
Slide 28: Fully-Closed Loop iLet Users (1/2)
7.5 Baseline HbA1c iLet GMI - 1.9 Baseline HbA1c to Follow - Up GMI 9.4 “Fully - Closed Loop” iLet Users (1/2) • ~16% of iLet users (with available data) use the pump in a “fully - closed loop” manner 1 • On average, “fully - closed loop” iLet users announced ~1 meal every 3 days • “Fully - closed l
Slide 29: Fully-Closed Loop iLet Users (2/2)
“Fully - Closed Loop” iLet Users (2/2) Baseline HbA1c to Follow - Up GMI • ~16% of iLet users (with available data) use the pump in a “fully - closed loop” manner 1 Source: The real - world data presented is observational data. These data do not come from a prospective study designed to evaluate the
Slide 30: Event Agenda
Event Agenda 1 2 5 4 3 30 Commercial Updates Q&A Adaptive - Closed Loop Algorithm Overview iLet Real - World Evidence Patch Pump Demonstration Presenters • Stephen Feider, Chief Financial Officer • Mark Hopman, Chief Commercial Officer • All Presenters • Sean Saint, Chief Executive Officer • Sean Sa
Slide 31: Mint Patch Pump in Development
Note: Commercialization of the mint patch pump in development is subject to regulatory clearance, and the device is not available for sale. The images shown are for illustrative purposes only. Actual product specifications may vary. 31
Slide 32: Patch Pump in Development
Patch Pump in Development Reusable Controller • Electronics last 2 years • Adaptive - closed loop algorithm • iOS and Android smartphone controlled • Never requires charging Disposable Cartridge • 3 - day wear time • 200U insulin reservoir • Disposable batteries • 4.5mm steel cannula • 12 - hour gra
Slide 33: Expected User Experience Advantages
33 Adaptive - Closed Loop Algorithm Seamless Patch Change Process Pharmacy Channel Access Robust Digital Ecosystem Same or better outcomes with substantially less work for the user and provider 1,2 No phone or charging required; 4.5mm steel cannula minimizes insertion discomfort Streamlined insuranc
Slide 34: Patch Change Process
Patch Change Process Separate controller & cartridge 1 2 Fill up new cartridge 3 Attach controller & cartridge 4 Peel the pump off Apply pump & insert cannula 5 Note: Commercialization of the mint patch pump in development is subject to regulatory clearance, and the device is not available for sale.
Slide 35: Meal Announcement Process
Meal Announcement Process Select relative carb amount 1 2 Swipe to deliver bolus 3 Select meal type Note: Commercialization of the mint patch pump in development is subject to regulatory clearance, and the device is not available for sale. The images shown are for illustrative purposes only. Actual
Slide 36: Potential Business Advantages
Potential Business Advantages Targeting Commercialization by the End of 2027 Expands Addressable Market R x Reimbursed in the Pharmacy Channel Cost Effective to Manufacture at Scale Limits Environmental Waste Note: Commercialization of the mint patch pump in development is subject to regulatory clea
Slide 37: Beta Bionics Q&A
Beta Bionics Q&A
Beta Bionics — ADA Investor & Analyst Event June 2025 on 6ix