BD's Innovations in Biologic Drug Delivery and Monitoring for Patient Safety

BD progress in biologic drug delivery and monitoring (Connected Care/APM): how BD is advancing patient care and safety

BD’s progress in these areas is being driven by (1) commercial scaling of biologic drug-delivery platforms, (2) expanding Advanced Patient Monitoring (APM) into broader settings, and (3) operational improvements tied to product quality, plant safety, and service performance—elements that directly affect patient care and safety.

---

1) Biologic drug delivery: scaling “New BD” growth platforms and winning more share with devices for high-growth biologics

Biologics are becoming a larger weight in BD’s Biopharma Systems platform

Management reported that biologics reached about 55% of BioPharma Systems segment revenue, reinforcing confidence in long-term growth for this business. ¹

They also described that biologics (including GLP-1 biologic/adjacent growth dynamics) have continued to increase as a share of pharma systems revenue—50% previously, now ~55%. ²

Why this matters for patient care/safety: a larger platform mix generally increases BD’s focus and investment in the delivery devices and associated workflows used by patients and clinicians across high-growth chronic therapies. (In the transcript, management explicitly ties strategy and innovation to these platforms.) ³

BD is investing more commercial resources behind biologic-related delivery platforms

BD described that it is raising commercial execution and scaling growth platforms, including biologic drug delivery, supported by increased selling resources behind these trends. ³

Separately, management noted that in biologic drug delivery they “put more feet on the street” (i.e., additional sales focus) and tied this to double-digit category growth in the quarter. ⁴

BD is structuring supply/offerings around next-gen therapies including biosimilars

BD stated it has over 80 GLP-1 biosimilar deals signed to be in its devices, spanning not only syringes but also auto-injectors/pens (with higher ASPs). ⁵

BD’s commentary also emphasized maintaining broad exposure as biosimilars come to market, and ensuring BD devices have leading exposure to these trends. ²

Why this matters for patient care/safety: device integration and standardized delivery platforms can reduce friction in administering therapy across a growing set of molecules and formulations; BD positions its device footprint as a way to support adoption as therapies evolve (novel molecules and biosimilars). ²⁵

---

2) Monitoring (Connected Care / Advanced Patient Monitoring): expanding adoption and enabling lower-cost, higher-capability care settings

APM is growing and adoption is being pulled by consumables and continuous monitoring capabilities

BD reported Connected Care grew 3.3%, led by Advanced Patient Monitoring (APM) which grew 12% on strength in the U.S. consumables. ⁶

Management also described APM continuing to grow above market, driven by strong HemoSphere Alta adoption and a nearly 20% increase in Smart Recovery consumables demand. ¹

BD highlighted product capability related to continuous monitoring: HemoSphere Stream enables continuous noninvasive blood pressure monitoring with real-time data and can extend beyond traditional care settings, expanding the addressable market. ⁷

BD is expanding APM launch footprint (U.S. and Europe), reinforcing scalability

BD noted expansion of the HemoSphere Stream Module launch in both the U.S. and Europe, indicating a scaling approach rather than a purely pilot-stage rollout. ⁷

Management also discussed broader commercial momentum: after incremental selling-resource investments, they referenced commercial scaling behind Connected Care and APM, including 15% growth in the APM U.S. selling organization. ⁴

Why this matters for patient care/safety: noninvasive, continuous monitoring with real-time data is directly aligned with earlier detection of clinical deterioration and safer medication management workflows—BD connects APM scaling to “Connected Care” leadership and workflow integration themes. ⁷³¹

---

3) “Safety and quality” progress that supports both delivery and monitoring outcomes (plant quality, FDA response, and operational excellence)

BD ties progress in these categories not only to product features and market share, but also to manufacturing quality, safety, service levels, and reliability.

BD Excellence is positioned as a system to improve safety, quality, delivery performance, and productivity

Management stated BD is deeply embedding “BD Excellence,” and expects over 2,000 Kaizens across the organization in the year. ⁸

They explicitly linked BD Excellence execution to improvements in safety (at record safety levels), quality, delivery, and customer service levels over 90%. ⁸

They also described BD Excellence drove approximately 8% productivity in the quarter and service levels over 90%, which supports reliable supply—critical for both biologic delivery devices and monitoring consumables. ⁷

BD is acting on product quality risk (FDA warning letter) via ship hold and additional testing

BD provided an update on an FDA warning letter related to its El Paso, Texas facility manufacturing ChloraPrep and PurPrep infection prevention products, and stated it voluntarily placed these products on ship hold in the U.S. while it completes additional final release testing. ⁹

BD stated this additional testing is already performed for products sold in Europe, and expected testing to take approximately 3 weeks, after which it would resume shipments pending satisfactory results. ⁹

Critically for patient safety, BD said there have been no patient safety signals, and it “stands behind the safety of these products.” ⁹

Why this matters for patient care/safety: even though ChloraPrep/PurPrep are infection prevention products (adjacent to patient safety), the actions demonstrate BD’s approach to risk mitigation in regulated manufacturing that underpins broader Connected Care and bio-delivery ecosystems where patient safety is central. ⁹

---

4) Summary: what BD is doing to advance patient care and safety in biologic drug delivery and monitoring

1. Biologics are increasing in importance—management reported biologics at ~55% of BioPharma Systems segment revenue and emphasized biologics’ momentum as a growing weight in BD’s portfolio. ¹²
2. BD is scaling device-related delivery commercialization with increased sales focus and reported double-digit growth across biologic drug delivery in the quarter. ⁴³
3. BD is expanding APM monitoring adoption—APM grew 12%, connected care grew 3.3%, and BD cited HemoSphere Alta adoption plus strong Smart Recovery consumables demand. ⁶¹
4. BD is broadening monitoring capability and launch footprint—the HemoSphere Stream Module supports continuous noninvasive blood pressure monitoring with real-time data and is being launched in the U.S. and Europe. ⁷
5. BD is reinforcing safety and reliability through BD Excellence and quality actions—service levels over 90%, productivity ~8%, and explicit statements that BD Excellence improves safety and quality, including record safety levels. ⁷⁸
6. BD demonstrates regulatory quality controls via a U.S. ship hold and additional testing following an FDA warning letter, while stating there were no patient safety signals. ⁹

Taken together, the excerpts portray BD’s progress as a combination of commercial scaling in biologic delivery and APM, and operational systems and quality controls intended to make delivery and monitoring more reliable—key prerequisites for patient care and safety. ⁷¹⁹⁶⁸