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Dexcom (DXCM) investor relations material
Dexcom Baird Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Market performance and demand trends
Strong new patient growth continued in Q2, with momentum in both U.S. and international markets, though the U.S. leads in access and adoption.
Type 2 non-insulin and basal insulin segments are expanding rapidly, but type 1 and intensive type 2 growth remains consistent.
U.S. type 1 CGM penetration is estimated at 60–65%, with share win rates in basal insulin rising above 40%.
International markets lag the U.S. in access, but new coverage in places like Canada and emerging opportunities in Europe, Australia, and the Middle East are expected to drive future growth.
Market access teams are focused on unlocking new coverage, especially for basal and type 2 intensive populations.
Competitive landscape and product positioning
Integration with automated insulin delivery (AID) systems is a key differentiator, with over 2.6 million cumulative years of patient experience.
Concerns about competitor integration (e.g., Abbott/Medtronic) are minimal due to high loyalty and existing integrated solutions.
Dexcom Stelo and new coverage options are helping shift physician preferences in the non-insulin type 2 segment.
Compliance rates among new users, including broader populations, remain strong and stable.
Continuous product improvements, such as enhanced adhesive and Bluetooth range for G7, have reduced complaint rates.
Guidance, growth outlook, and strategic initiatives
2025 is positioned as a year of execution, with raised guidance reflecting confidence in re-acceleration and momentum.
Strong double-digit growth is anticipated for 2026, contingent on successful execution and patient base expansion in 2025.
Expansion of coverage, especially in Medicare and commercial plans, is seen as a major catalyst for future growth.
The transition to a 15-day G7 sensor is underway, expected to accelerate through 2026, with per-member-per-month contracts protecting revenue per patient.
Vendor consolidation and competitive bidding in 2027–2028 are being monitored, with a focus on minimizing customer disruption and leveraging scale.
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