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DexCom, Inc. (DXCM) Message Board

  • slobilla slobilla Apr 26, 2006 7:02 PM Flag

    shares bought at 12-13.9

     

    These funds go for triples which means this could see 39.

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    • animas buyout was 500mm = 6x '05 revs of 82mm
      minimed buyout 3.1b = 10.5X '01 revs of 300mm

      (minimed ipo buyer would've made 44X their investment in nearly 5 yrs)

      qty pumps animas sold in '05 - 8,000 to 11,000 annual qty US pumps sold in mkt - 110,000. 10% of 1.2mm type 1s pump.


      glucose test mkt is 3 million users in the US; 1.2 million type 1s and 1.8 million type 2s.

      dxcm '06 revs are est to be about 8mm.
      '07 est to be between 40mm to 60mm

      suppose 1.5% of the 3 million potential US users buy one in '08

      45,000 X $5,000 = 225mm
      plus rev from consumable supplies 75mm

      300mm '08 revs

      300mm X 6X = 1.8b '08 buyout

      1.8b divided by 30mm shs = $60/sh

 
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