Beta Bionics, Inc. · NASDAQ:BBNX
Beta Bionics — Q3 2026 Earnings Presentation
9 slides from Beta Bionics's earnings presentation, Oct 27, 2026
Slide 1: Q3 2026 Earnings
Q3 2026 Earnings October 27, 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: Third Quarter Financial Results & Key Metrics
Third Quarter Financial Results & Key Metrics Revenue Gross Margin ($ in millions) $36 40 61% 56% 59% 59% 59% $32 $32 35 57% 57% 54% 53% 54% 55% Pharmacy $27 $28 51% 30 DME $23 $20 25 40% $17 $18 20 $15 $13 15 $8 10 $3 5 4% $1 0 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3
Slide 5: Recent Strategic Highlights
Recent Strategic Highlights Mint FDA Clearance (Sep ‘26) Type 2 Diabetes Indication Fully-Closed Loop Algorithm Full U.S. commercial launch Completed enrollment for the U.S. pivotal Expect to initiate pivotal trial studying expected in Q1 2027 trial; iLet indications for use expected to next-gen ful
Slide 6: Full Year 2026 Guidance
Full Year 2026 Guidance Previous New Assumptions & Drivers • Anticipated revenue deferral of up to $8.5 million in Q4 2026 as new prospective iLet users await the launch $121-126M $124-126M Total Revenue of Mint • Stable utilization and retention across DME and pharmacy channels New Patient • Contri
Slide 7: Strategic Outlook
Strategic Outlook Revolutionize Care Future Objectives • iLet 3D and Mint 3D commercial launch1 • Bihormonal system commercialization1 • Expansion of sales territories Execute Relentlessly • Growth of pharmacy channel mix • Market and indication expansion 2025 to 2026 Objectives - Primary care - Typ
Slide 8: Appendix
Beta Bionics Appendix
Slide 9: Quarterly Financials & Reconciliation to GAAP Financials
Quarterly Financials & Reconciliation to GAAP Financials ($ in millions) Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q3 2026 Net Sales $20.4 $17.6 $23.2 $27.3 $32.1 $27.6 $32.0 $35.5 Gross Profit $11.7 $9.0 $12.5 $15.1 $18.9 $16.4 $18.9 $20.3 % Margin 57% 51% 54% 55% 59% 59% 59% 57% Tota