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DexCom, Inc. (DXCM) Message Board

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  • mister1168 mister1168 May 4, 2012 11:38 AM Flag

    Gregg is Scared

    What company was he ranting about for 2 1/2 minutes?

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    • I'm not sure about the company with the strap. Must be private. I'm pretty sure the other company is Echo. ECTE. They had some very compelling data on a needle free, continuos product which was developed at MIT with the help of Robert Langer, who is a world famous engineer. I think it's like their 7th straight pilot study with better resukts then Dexcom. If you read their literature the reason they are getting better results is because, other then in the arteries, blood lies closer to the surface, which is what they're reading. I've heard that the Dexcom system has some problems because the wire moves around causing data issues. Not to mention, who would want to wear a wired in device that site on your belly, with a wire in your body for a week, when you can remove a non-invasive reader every day...clean the area to remove the adhesive and put a new device on a different spot. I also understand it's cheaper. In reference to the FDA. It's always easier to get a non invasive system approved, compared with an invasive one. Also, hospitals would rather not stick another needle in people if they don't have to. Dexcom's at 700 million. Echo's at 100. Dexcom would have to go to 4.9 billion to create the same returns Echo would achieve if it matched Dexcoms value in a few years. Also, Echo has a drug delivery compment, so it's truly a platform. I'm not saying Dexcom is bad, but to put all of ones eggs in one basket, when new and better technology id always coming along, is foolish. The fact that Gregg brings up these 2 companies, means they are definatly on his radar screen, probably making them worth looking into.

      • 2 Replies to investor1579
      • You guys seem super intelligent and wired in, you should short the the hell out of this stock. I must be crazy to be so heavily invested long.

      • "It's always easier to get a non invasive system approved, compared with an invasive one."

        Invasiveness really is not the main question for a BGM system. The main questions are accuracy and precision. With diabetes if you give the wrong answer there can be some very serious consequences. I think the approval process would not be much deferent between transcutaneous vs subcutaneous. The testing sure; but the actual agency reviews should be similar. And don’t forget the problems Cygnus had with their transcutaneous device. Just because it doesn’t break the skin does not always mean a device is non-invasive.

        Where a less invasive product would shine is with market acceptance.

        As far a Gregg’s reference to the competition, I’ve listened to his investor presentations for years when he was with MiniMed and DexCom. As far as I can remember a time when he has always had some discussion about the competitive space. I would read too much into the presence or absence of the competitive space details.

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