PODD · 10-Q · 2026Q3 · Full report

Drug Delivery Revenue Decline

INSULET CORP · 2026-11-04 · Importance 51 · Surprise 64

Substantially all Drug Delivery revenue comes from Pods sold to Amgen for its Neulasta Onpro kit, which delivers Neulasta to help reduce infection risk after intensive chemotherapy. Drug Delivery revenue fell to $14.6 million for the nine months ended September 30, 2026, from $32.2 million a year earlier. The decrease was driven by lower order volumes.

Key facts

• Drug Delivery revenue was $14.6 million for the nine months ended September 30, 2026, compared with $32.2 million in 2025. source
• Drug Delivery revenue decreased $1.6 million and $17.6 million in the three- and nine-month periods ended September 30, 2026, respectively, driven by lower order volumes. source
• Drug Delivery revenue was $5.5 million for the three months ended September 30, 2026, compared with $7.1 million in 2025. source