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DexCom, Inc. (DXCM) Message Board

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  • Because you don't check your glucose levels "with your phone". You have to wear a large, clunky, uncomfortable, invasive device (which increases your infection chances) which most Type 1's do NOT want to wear which is why there is such a low penetration of the Type 1 market and low compliance (people stop using it). So a typical Type 2 would prefer to do finger pricks. Any more questions? I would think someone who designs CGM's would understand this.

  • On increased volume DXCM share price performed so well today in spite of market turmoil. I look forward to DXCM approaching new 52 week highs as the FDA Adcom meeting to approve the G5 sensor for insulin dosing without fingersticks approaches next month.

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  • Type 2 is the 7X a day finger stick market.
    Type 2 diebetics market has largest population of potential customers.
    This is the market which the ADA studies point to in the article that indicate Dexcom has a major advantage over all potential current methods of monitoring glucose levels.

    Dexcom's ducks are in a row for a upside run for Dexcom.
    The Type 2 monitoring business model will be drastically revolutionized by the approval to eliminate a finger stick to calibrate CGM.
    Think about it.
    Why would anyone carry strips, a glucose meter, lancet's, a lancing device and draw blood 7x a day if you can accurately check glucose levels using your phone.

    If I have done the math correctly . Say Dexcom captures 10% of the 30 million Type 2 market.
    Multiply that number by $4,200.00 which is the annual cost for a years supply of Dexcom Sensors 3,000,000, 000. x $4200 = $12,600,000,000 revenue from strips alone.

    As far as the Type 1 diabetic market Dexcom continues to partner with insulin pump manufacturers.
    WEST CHESTER, Pa. – Animas Corporation announced today the receipt of CE Mark approval for Animas® Vibe™, the first and only continuous glucose monitoring (CGM)-enabled insulin pump system with Dexcom G4™ CGM technology.

    – Glooko Inc. today announced partnerships with
    Dexcom, Inc., developer and marketer of a continuous glucose monitoring (CGM)
    system, and with Insulet Corporation, the leader in tubeless insulin pump technology
    with its OmniPod® Insulin Management System

  • JPMorgan provided its bullish outlook on DexCom, Inc.
    DXCM 6.39%
    on Monday. The bank believes there is an 80 percent chance of positive vote in the upcoming FDA Panel, scheduled on July 21.

    According to JPMorgan, they're confident in their view of positive outcome after conducting number of interviews with company representatives, industry experts, regulatory consultants, and thoroughly reviewing the data. The analysts see a stock price increase of 25 percent to the year-end in case of positive panel support of FDA approval, and a rise of 15-20 percent if the panel considers the current data insufficient and decides to wait for additional trials.

    FDA approval will give Dexcom a non-adjunctive/fingerstick replacement label, which "would mean that G4 and G5 would be approved for patients to make insulin dosing decisions off of the CGM readings. Dexcom already has this label in Europe with G5."

  • Actually JP Morgan analyst report is the reason the stock moved up on rising volume

  • http://finance.yahoo.com/news/dexcom-expand-manufacturing-operations-greater-121000014.html

    Sentiment: Buy

  • Reply to

    Expect Revenue Growth

    by herb_lara Jun 16, 2016 5:46 PM

    The transmitter also has to be replaced every 6 months (I think). It's definitely the "razor blade" model of a constant revenue stream. My wife got her G5 a month ago from Kaiser (20% co-pay) and it has already educated us at a higher level of knowing if your "70" on a test strip is coming down from a 100 or if it's going up from 30. I found my wife gasping for breadth, foaming at the mouth, and soaking wet with sweat when I arrived home after work (2am) on the floor. After the paramedics tested her sugar..I asked them how low was she.. they said their meter just said low...they also explained that when it's under 20 it just reads "low". That's why we have a G5. She is a type 1 and has been for 35 years and we're still learning. The G5 is making us much wiser. The reason I bought in at 62.95 was that I saw what it could do for my wife, it's like the razor blade model, and the trend of the chart of this stock is poised to go up very nicely....oh yea and the doctor at Kaiser said that this is now "the staple" of what they prescribe for people with diabetes.

    Sentiment: Strong Buy

  • Listen to the replay or read the transcript. Very positive growth story over the next few years. I would not be surprised to have a takeover offer from a larger diagnostics company e.g. JNJ or Abbott in the next 12 months.

  • Hey "herb_lara you are posting bogus statistics. You posted below that 29.1 million Americans have Type 1 diabetes -- you left out a sentence from the quote source which I found by a Google search of your quote -- American Diabetes Assn -- only 1.25 million of the estimated 29.1 million Americans with diabetes have Type 1 diabetes -- Type 2 would be the remainder 27.85 million Americans.

    Your misrepresentation by deletion and you added "had Type 1 diabetes:

    "Number of Type 1 Diabetics US :
    Prevalence: In 2012, 29.1 million Americans, or 9.3% of the population, had Type 1 diabetes.
    Undiagnosed: Of the 29.1 million, 21.0 million were diagnosed, and 8.1 million were undiagnosed."

    The actual language published by the ADA:

    "Prevalence: In 2012, 29.1 million Americans, or 9.3% of the population, had diabetes.
    Approximately 1.25 million American children and adults have type 1 diabetes.
    Undiagnosed: Of the 29.1 million, 21.0 million were diagnosed, and 8.1 million were undiagnosed.
    - See more at: http://www.diabetes.org/diabetes-basics/statistics/?referrer=https://www.google.com/#sthash.mVJUcu86.dpuf"

  • Looks Like Kaiser and other medical insurances are covering sensor cost with a co-pay.
    Once Medicare approves the Dexcom sensors expect off the chart revenue growth.
    Dexcom is built on the Razor Razor Blade model so reoccurring revenue insures stable income.
    A one month supply of sensors cost $350.00 or $4200.00 per year.
    From Kaiser's Web Site:
    Well, first 24 hours on the loaner CGM from Kaiser Endocrinology, It's been accurate, it awoke me early this morning with a HYPO Alarm, after a finger stick, I was in low 70s with the CGM showing me in the upper 60s with downward trend, so, it did what it was supposed to do

  • Reply to

    Might Want to Cover Those Shorts

    by pmoishe Jun 16, 2016 12:43 AM

    A new manufacturing plant in San Diego, Ca says that they will be ramping up on business

    Sentiment: Strong Buy

  • Mr. Market has clearly spoken and it's saying that the short side is the wrong side. Since the Sohn Conference, the stock has, basically, been straight up. Now, to top it off, just saw the first national TV commercial for the DexCom CGM monitoring system and, to put it mildly, it was terrific. The short side usually lets the trader know pretty quickly if you're right or wrong. In the case of DexCom, the market is clearly saying get long. This one is really acting well.

    Sentiment: Strong Buy

  • NEW ORLEANS, June 13, 2016- Data adding to the body of evidence on the benefits of continuous glucose monitoring (CGM) were presented in the poster session at the 76th Scientific Sessions of the American Diabetes Association. The studies, which were conducted by researchers at Dexcom, Inc., (DXCM), suggest that CGM technology has improved accuracy and reliability, and likely will build trust in the devices, as well as encourage patients to use CGM as their primary source for glucose information.

    Number of Type 1 Diabetics US :
    Prevalence: In 2012, 29.1 million Americans, or 9.3% of the population, had Type 1 diabetes.
    Undiagnosed: Of the 29.1 million, 21.0 million were diagnosed, and 8.1 million were undiagnosed.

  • From Seeking Alpha:
    "Investment Thesis

    Dexcom is a short today for three reasons. The market is underestimating the competitive dynamics within the industry along with overestimating the Dexcom's revenue opportunity. These aggressive assumptions have translated into the perception that CGM devices will have widespread adoption among the entire diabetes population, which dramatically overvalues the TAM for this product. This combination has materialized into an extremely aggressive valuation. Competition is moving towards an integrated device and longer-life sensors, which means market share headwinds and pricing pressure for pure-play CGM provider Dexcom."

    Company Overview

    Dexcom designs and develops continuous glucose monitoring systems for patients with diabetes. Currently 29m people in the US are affected by diabetes, but CGMs are primarily used for patients with Type 1 or juvenile diabetes, which only represents approximately 5% of the diabetic population. CGM systems are made up of three components: sensors, transmitters, and a display device. The sensor is inserted into the skin and remits glucose data back to the display device. Patients use this data along with data from finger pricks in order to dose their insulin therapy. This is a razor/razor-blade model as the hardware lasts for years, but the sensors have an FDA approved life of seven days. Each sensor costs approximately $70. It's important to note that the utilization of sensors is actually much longer. Primary research suggests the average life of the current sensors is actually double the FDA recommendation. The sensors get smarter the longer you wear them; patient feedback indicates the most accurate days were 5 through 14."

  • Haha, yeah looks like our village idiot, meanrevers decided to lay low for awhile.

  • FDA meeting to weigh whether Dexcom's G5 CGM can replace fingersticks for treatment decisions

    By Brian Dolan
    June 06, 2016

    Next month the FDA is hosting a public advisory committee meeting to discuss a change to the intended use of Dexcom's G5 Mobile Continuous Glucose Monitoring System (CGM) device that would allow the company to market the G5 as a CGM patients can base treatment decisions on.

  • 1.724,924 Something is up.
    52 week high is $103.00 so there is room to run.

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