以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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TNDM
15 atoms · 跨 1 天 · 首见 2026-06-01 · 最近 2026-06-01
三色: 🟦 fact 15 · 🟥 take 0 · stance ▲8/▼1/◆1
来源: X 15
时态: fresh:15
标签: 好数字:9 · 好信源:6 · 好观点:2
预测 (forecast) (3)
- 2026-06-01 · 月出货量持续增长预期
volumes can grow month-over-month
tags: 好信源·好观点 · → daily
value: direction=increase
- 2026-06-01 · ASP目标
targeting closer to ~$450/month
tags: 好数字·好信源 · → daily
value: qty=~$450/month
- 2026-06-01 · 价格压力形式
Pressure could show up as price freezes, rather than declines
tags: 好观点 · → daily
value: qty=price freezes
事实 (fact) (12)
- 2026-06-01 · 升级评级
Wells Fargo Upgrades $TNDM to Overweight from Equal Weight
tags: 好信源 · → daily
value: direction=upgrade
- 2026-06-01 · 目标价上调
Raises PT to $27 from $21
tags: 好信源 · → daily
value: qty=$27 · date=当前目标价
- 2026-06-01 · Q1药房业绩
Q1 pharmacy was a bit disappointing
tags: 好信源 · → daily
value: direction=disappointing
- 2026-06-01 · PAYGO系统上线时长
TNDM was live on PAYGO for only one month
tags: 好数字 · → daily
value: qty=1 month · date=截至Q1
- 2026-06-01 · 自付处方药覆盖
rebuilt formulary coverage from zero to ~40% in one quarter off-cycle
tags: 好数字 · → daily
value: qty=40% · date=Q1内
- 2026-06-01 · 自付覆盖全年预期
vs. 40-50% FY expectations
tags: 好数字 · → daily
value: qty=40-50% · date=FY
- 2026-06-01 · 中期覆盖目标
Coverage of 70-80% is targeted over the medium term.
tags: 好数字 · → daily
value: qty=70-80%
- 2026-06-01 · 4月出货量超越3月
April volume exceeded March
tags: 好数字 · → daily
value: direction=increase
- 2026-06-01 · 安装基数
TNDM's 350K patient installed base is a key lever
tags: 好数字 · → daily
value: qty=350K
- 2026-06-01 · 每月ASP起点
Management frames ~$350/month ASP as a starting point
tags: 好数字 · → daily
value: qty=~$350/month
- 2026-06-01 · 美国泵出货量增长指引
Competition is contemplated in the 10-11% U.S. pump shipment and year-over-year new start growth guide.
tags: 好数字 · → daily
value: qty=10-11%
- 2026-06-01 · Q2美国新患者增长指引
TNDM reiterated Q2 U.S. new starts to grow year-over-year
tags: 好信源 · → daily
value: direction=year-over-year
时间轴 (近 20)
- 2026-06-01 ·
fact · 升级评级 · → daily
- 2026-06-01 ·
fact · 目标价上调 · → daily
- 2026-06-01 ·
fact · Q1药房业绩 · → daily
- 2026-06-01 ·
fact · PAYGO系统上线时长 · → daily
- 2026-06-01 ·
fact · 自付处方药覆盖 · → daily
- 2026-06-01 ·
fact · 自付覆盖全年预期 · → daily
- 2026-06-01 ·
fact · 中期覆盖目标 · → daily
- 2026-06-01 ·
fact · 4月出货量超越3月 · → daily
- 2026-06-01 ·
forecast · 月出货量持续增长预期 · → daily
- 2026-06-01 ·
fact · 安装基数 · → daily
- 2026-06-01 ·
fact · 每月ASP起点 · → daily
- 2026-06-01 ·
forecast · ASP目标 · → daily
- 2026-06-01 ·
forecast · 价格压力形式 · → daily
- 2026-06-01 ·
fact · 美国泵出货量增长指引 · → daily
- 2026-06-01 ·
fact · Q2美国新患者增长指引 · → daily
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