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DexCom, Inc. (DXCM) Message Board

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  • esotericwaterman esotericwaterman Apr 27, 2006 1:23 AM Flag

    shares bought at 12-13.9

    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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