TANDEM DIABETES CARE INC

TNDM

Held by 2 specialist biotech funds

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Fund Holdings

Driehaus Capital Deerfield Management

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Catalysts

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Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 1,610,342Value: $35.4M

# Signal Note: Driehaus Capital Initiates TNDM Position Driehaus's $35.4M entry into Tandem Diabetes Care signals conviction in the automated insulin delivery market, where TNDM's t:slim X2 platform competes directly against Medtronic's dominant 780G system. The initiation likely reflects confidence in TNDM's recent FDA approvals (gestational diabetes indication approved Sept 2024) and expanding reimbursement coverage, which should drive recurring revenue growth in a $6B+ global market with favorable demographic tailwinds.

Deerfield ManagementNEW

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Insider Signals

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Also Held by These Funds

NUVL2 funds VEEV2 funds VCYT2 funds PODD2 funds NBIX2 funds BBNX2 funds TMDX2 funds ATEC

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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**Signal Note: Deerfield Entry into TNDM** Deerfield Management's $573K initiation in Tandem Diabetes Care suggests conviction in the automated insulin delivery market, likely driven by recent or anticipated FDA approvals/label expansions for their t:slim X2 platform or competitive positioning against Medtronic's dominance. The entry size is modest but notable given Deerfield's selective healthcare thesis, signaling confidence in TNDM's ability to capture share in the growing closed-loop diabetes management space, which has seen accelerating adoption post-2020 FDA approvals.