Now that the Abbott Freestyle Libre has received FDA clearance, Abbott and Dexcom will be forced into tight competition in the US market. On Dexcom’s third quarter call, CEO Kevin Sayer spent some ...

Despite rival Abbott’s recent U.S. regulatory approval for integration of its Libre 2 and Libre 3 continuous glucose monitors, or CGM, with insulin pumps, we don’t anticipate changing our fair value ...

DexCom has enormous runway for growth, not just in its home market - the U.S., but internationally as well. Manufacturing efficiencies could support their international ambitions while supporting ...

FreeStyle Libre is a continuous glucose monitoring (CGM) system. It uses a sensor to read and check a person’s glucose levels. People with diabetes can use FreeStyle Libre to help manage the condition ...

DexCom, Inc.'s growth is impressive but limited by its niche market, with my projected ceiling being ~$7.5bn in peak annual revenues. Despite positive Q4 2024 results, DexCom's stock is fairly valued, ...