Inspire Medical Systems Highlights New OSA Data and PREDICTOR Study at SLEEP 2026

Dexcom released its 2026 "State of Type 2 Report: Global Access and Attitudes to Diabetes Technology" ahead of the 62nd Annual Meeting of the European Association for the Study of Diabetes, highlighting gaps in continuous glucose monitoring awareness and access while pointing to growing potential for combining CGM with GLP-1 therapies. The survey of more than 800 healthcare professionals and 2,500 people with Type 2 diabetes across eight countries found that 89% of HCPs believe CGM helps assess treatment adherence between appointments, yet 55% of surveyed Type 2 patients reported limited knowledge of the technology, and reimbursement and coverage challenges were cited by 90% of U.S. HCPs and 53% of HCPs in the other seven countries surveyed. Among existing users, 94% said CGM helps them manage diabetes more independently and 91% use CGM data to guide treatment decisions. The report also flagged an emerging intersection between CGM and GLP-1 therapies, with 58% of Type 2 patients taking GLP-1 medicines using CGM alongside their medication versus only 27% of Type 2 patients not using insulin, while half of HCPs expect increasing GLP-1 use to drive CGM adoption. Dexcom also partnered with Team Novo Nordisk, an all-diabetic professional cycling team principally sponsored by Novo Nordisk, to extend its visibility within the Type 1 diabetes community and create opportunities for real-world research, education and awareness.

Tandem Diabetes Care has launched its Tandem Mobi automated insulin delivery system in 12 countries across Europe and Israel. The small, iPhone-controlled pump uses Dexcom G7 continuous glucose monitoring and Control-IQ+ technology to automatically adjust insulin every 5 minutes, and it offers flexible wear options and a 200-unit cartridge. The international rollout broadens Tandem's technology ecosystem for people living with diabetes outside the United States and supports the company's near-term catalyst of international expansion and ecosystem adoption. Tandem's narrative projects $1.4 billion in revenue and $63.4 million in earnings by 2029, requiring 10.3% yearly revenue growth and a $157.9 million earnings increase from -$94.5 million today, while some analysts assume revenue could reach about US$1.6 billion and earnings US$170.9 million.

Beta Bionics announced a partnership with Senseonics to expand compatibility between its automated insulin delivery platform and Senseonics' continuous glucose monitoring technology. The integrated iLet and Eversense 365 system is expected to launch commercially in the fourth quarter of 2026, after which the iLet is expected to support Dexcom G6, Dexcom G7, Abbott's FreeStyle Libre 3 Plus and Senseonics' Eversense 365, which Beta Bionics expects will make the iLet compatible with more CGM manufacturers than any other AID system. Beta Bionics also intends to integrate its next-generation mint AID system with Eversense 365 in the future. Following the Sept. 22 announcement, shares of BBNX lost more than 8% in the next trading session and have lost 32.6% year to date, compared with the industry's 4.9% decline, leaving the company with a market capitalization of $967.7 million. Separately, BBNX recently secured FDA clearance for its Mint patch pump and unveiled its next-generation 3D Intelligence insulin dosing algorithm, which is currently under FDA review.

Novo Nordisk shares fell 6% on Monday after the Danish pharmaceutical company laid out its long-term strategy and financial ambitions at a capital markets day in London. The company said it expects compound annual revenue growth between 2026 and 2030 to be in line with that of its industry peers, while maintaining a broadly stable operating margin, both on adjusted measures, and stressed the targets are strategic ambitions rather than formal financial guidance. Novo Nordisk aims to launch more than five medicines with blockbuster potential across multiple indications by 2030, and expects its risk-adjusted development pipeline, including existing pipeline assets, to generate more than DKK 150 billion in sales by 2035. It intends to have at least five Phase 3 programmes in obesity and diabetes plus at least five additional late-stage programmes in other therapeutic areas, and plans to expand manufacturing and supply capacity to make oral GLP-1 treatments available to 10 times as many people with obesity, reaching more than 60 million patients globally by 2030. For its revenue growth comparison, Novo Nordisk named a peer group of Eli Lilly, AstraZeneca, Gilead, Johnson & Johnson, AbbVie, Novartis, Sanofi, Roche, GSK, Amgen, Merck & Co., Biogen, Pfizer and Bristol Myers Squibb, and said it intends to maintain a dividend per share it describes as attractive, with 2026 as the baseline and the ambitions subject to inherent uncertainty.