J&J has a track record of being #1 by far in the U.S. diabetes testing market and the company is typically a big player in the markets it serves. You can bet if robust sales are burying Dexcom's back office this will be music to J&J.
I agree. One Touch, Animas, and Dexcom make a nice trio to bring next generation (Continuous glucose monitoring) to market in a dominant way. Based on the conference call, they understand their market.