Leigh Vosseller

“As John outlined, our third quarter performance reflects significant progress across the business. We achieved many new Q3 records across sales, pump shipments, and gross margin.”

“I'll just hit on a few of the highlights because I think we're going to dive deep into the really exciting parts with some of your questions, Bill. But starting with the market overall, it's a very large and highly underpenetrated market.”

“Our second quarter results reflect strong execution and accelerating progress across our strategic initiatives, which are beginning to deliver sustainable operational and financial benefits.”

“So for us, pharmacy this year is a race and restart. We talked a lot last year about launching into the pharmacy channel where we started with just the MobiPump and supplies, and we went in with a business model that looks very similar to what it looks like in the DME space.”

“As a reminder, unless otherwise noted, the financial metrics discussed today will be on a non-GAAP basis. In this quarter’s performance, we continued the momentum from last year by achieving new first-quarter records for pump shipments and sales, as well as robust margin improvement and solid cash generation.”