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Beta Bionics (BBNX) investor relations material
Beta Bionics Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary28 Oct, 2025
Executive summary
Q3 2025 net sales reached $27.3 million, up 63% year-over-year, driven by strong iLet demand, record new patient starts, and growth in both DME and pharmacy/PBP channels.
Installed base grew to 29,419, with 5,334 new patient starts in Q3, 70% from MDI users, expanding the insulin pump market.
Strategic launches included Color iLet, Bionic Circle app, Libre 3 Plus integration, and continued innovation in patch pump and biohormonal system.
Full-year 2025 revenue guidance raised to over $96.5 million, reflecting continued momentum and expanded PBM coverage.
PBM agreements with all major US pharmacy benefit managers effective as of July 2025, supporting expanded reimbursement and access.
Financial highlights
Gross margin improved to 55.5% in Q3 2025, up 212 basis points year-over-year and sequentially from Q2.
Net loss narrowed to $14.2 million in Q3 2025, with adjusted EBITDA loss improving to $(12.2) million.
Cash, cash equivalents, and investments totaled $274 million as of September 30, 2025.
DME channel net sales were $21.0 million (up 45% YoY); PBP channel net sales were $6.2 million (up 178% YoY) in Q3.
Operating expenses rose 62% year-over-year to $32.2 million in Q3, driven by salesforce expansion, R&D, and public company costs.
Outlook and guidance
Full-year 2025 revenue expected to exceed $96.5 million, with Q4 sales of at least $28.5 million.
Gross margin guidance raised to 54–55% for 2025, with Q4 expected in line or higher than Q3.
Pharmacy/PBP channel mix for new patient starts expected at 27–29% for 2025, with Q4 mix similar to Q3.
Existing cash and investments expected to fund operations through the first half of 2028.
Strategic focus on expanding pharmacy benefit plan channel sales and continued R&D investment.
What drove PBP channel's 178% sales growth?
What is the next step for the bihormonal system?
How do iLet updates improve user experience?
What drives the 25% off-label Type 2 use?
What are key hurdles for bihormonal system approval?
When will MAUDE reports normalize post-remediation?
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Next Beta Bionics earnings date
Wolfe Research Healthcare Conference 202518 Nov, 2025
Next Beta Bionics earnings date
Wolfe Research Healthcare Conference 202518 Nov, 2025
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Frequently asked questions
Beta Bionics Inc is a U.S.-based medical technology company focused on the development of autonomous insulin delivery systems for people with diabetes. The company is developing the iLet Bionic Pancreas, an all-in-one wearable device designed to automate blood glucose management using insulin or a combination of insulin and glucagon. Beta Bionics aims to improve the quality of life for individuals with type 1 diabetes through advanced, user-friendly technologies. The company is headquartered in Boston, Massachusetts, and its shares are listed on the NASDAQ.
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