DexCom Inc (NAS:DXCM)

$ 129.71 3.74 (2.97%) Market Cap: 51.58 Bil Enterprise Value: 49.79 Bil PE Ratio: 83.68 PB Ratio: 22.88 GF Score: 89/100

DexCom Inc at Morgan Stanley Healthcare Conference Transcript

Sep 09, 2019 / 01:55PM GMT

Release Date Price: $36.34 (-9.42%)

Transcript

Unidentified Analyst

It's my pleasure to have this year DexCom and their Chief Financial Officer and EVP, Quentin Blackford. We're going to dispense with preamble and go straight into Q&A. Before I begin, make sure you go to the research disclosure website at morganstanley.com and find fun facts and figures about me.

Questions & Answers

Unidentified Analyst

So Quentin, I want to start with, frankly, guidance. Everyone's favorite topic here. So a couple of things here. U.S. and ex-U. S. With U.S., I'm going to spend less time on just because you've been sort of consistently conservative these last 4 to 6 quarters. But I want to talk about the ex-U. S. market, just one thing that stuck out to us off the second quarter. There were some order dynamics that impacted maybe -- the number was kind of not as good as we were expecting, maybe 3 million to 5 million was order dynamics. But maybe just help us understand what happened here in the second quarter? Is it a -- any indication of underlying trends or sort of more of a one-off dynamic in the second quarter?

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