PODD · 10-Q · 2026Q2 · Full report
Drug Delivery Revenue Decline
INSULET CORP · 2026-08-05 · Importance 51 · Surprise 64 · From source text
Drug Delivery revenue consists substantially of pod sales to Amgen for the Neulasta Onpro kit, which helps reduce infection risk after intensive chemotherapy. Revenue declined to $9.1 million for the first six months of 2026 from $25.1 million in the prior-year period, a decrease of $16.0 million. The decline was driven by lower order volumes from Amgen, indicating weaker demand from this partner program.
Key facts
- Drug Delivery revenue was $9.1 million and $25.1 million for the six months ended June 30, 2026 and 2025, respectively. source
- Drug Delivery revenue for the three months ended June 30, 2026: $5.8 million, down 43.1% from $10.2 million for the three months ended June 30, 2025. source
- Drug Delivery revenue was $5.8 million and $10.2 million for the three months ended June 30, 2026 and 2025, respectively. source
- The $4.4 million and $16.0 million decreases for the three and six months ended June 30, 2026, respectively, were driven by lower order volumes from our partner. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | realized | -2.0% | Drug Delivery revenue was $9.1 million and $25.1 million for the six months ended June 30, 2026 and 2025, respectively. |
| revenue | negative | realized | -0.6% | Drug Delivery revenue for the three months ended June 30, 2026: $5.8 million, down 43.1% from $10.2 million for the three months ended… |