Q3 FY22 Earnings Presentation
Table of Executive Portfolio Financial Guidance &
Contents Summary Highlights Highlights Assumptions
Diabetes
MSD OUS growth; focused on resolving warning letter and bringing new products to U.S.
Insulin Delivery
LDD
•
OUS up LSD sequentially with continued strong demand for MiniMed ™ 780G
MiniMed™ 780G launched in 40+ markets with continued focus on expansion
TM
U.S. pumps down mid-20's while awaiting MiniMed TM 780G and the Guardian TM 4 sensor approval
subject to FDA warning letter
CGM
MSD
100
ESG Appendix
MiniMed™ 780G
system
Extended
infusion set
Guardian™ 4
InPenTM system
sensor
LDD growth Y/Y in OUS markets driven by rising penetration in EMEA; U.S. installed base
headwind continues to pressure recurring revenue
Guardian TM 4 sensor with no calibration (i.e., no fingerstick) now in ~20 international markets
Consumables
LSD
Declines in U.S. installed base Y/Y
Consumables grew MSD sequentially
OUS grew MSD Y/Y; Extended infusion set progressing with launch in select countries in Europe
11%
Emerging
Markets
Diabetes
19Q3 FY22 earnings presentation | February 22, 2022
45%
Int'l Dev.
Medtronic
44%
U.S.View entire presentation