The DexCom news is interesting. PODD licenses its current glucose monitoring technology from ABT. A rumor was circulating a few weeks ago that ABT was considering discontinuing development of the Navigator, which I think (not 100% sure) is the successor to the technology PODD currently licenses.
Looks like PODD is taking steps to minimize the risk if ABT were to discontinue the technology. I'm not sure if PODD's actions lend credibility to the rumor, or if they are just being prudent in developing a second source.