DexCom Inc (NAS:DXCM)
$ 131.34 1.63 (1.26%) Market Cap: 52.23 Bil Enterprise Value: 51.34 Bil PE Ratio: 84.74 PB Ratio: 23.16 GF Score: 89/100

DexCom Inc at William Blair Growth Stock Conference Transcript

Jun 09, 2020 / 05:40PM GMT
Release Date Price: $95.13 (+3.22%)
Malgorzata Maria Kaczor
William Blair & Company L.L.C., Research Division - Research Analyst

Hey, good morning, everyone. Thanks for joining us. My name is Margaret Kaczor, and I am the research analyst here at William Blair & Company who covers DexCom.

Now before we begin, I am required to inform you that I personally own shares of DexCom. But beyond that, you can obtain a complete list of research disclosures or potential conflicts of interest at williamblair.com.

I'll do a short introduction then we'll kind of drive over to Q&A. But DexCom has been one of the top-performing stocks on our coverage universe over the last -- now 3 years probably. And despite the years of strong growth, sales continue to accelerate in spite of competition, pricing and tough comps. The impact of the pandemic is a little uncertain. We'll talk about that. But ultimately, as we look at the stock, the story from here is, where does diabetes management go over the next 3 years? Over the next 5 years? How important is innovation and access and data? And from our perspective, DexCom has been

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