Commercial ExecutionA supply shortage of this magnitude so early on in the launch could raise concerns on TNDM's commercial execution.
Competitive PressuresThe competitive environment for TNDM is also harsher than it was a few years ago, with MDT's 780G, Beta Bionics' iLet, and PODD's O5 all strong competitors.
Supply ShortageA Mobi shortage could potentially weigh on TNDM's U.S. pump sales and create risk for 2Q estimates, especially if it lasted an entire month or more.