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 Global Healthcare Conference (Virtual) Transcript

Sep 15, 2020 / 03:00PM GMT

Release Date Price: $99.49 (+1.11%)

Transcript

David Ryan Lewis

Morgan Stanley, Research Division - MD

Welcome to the Morgan Stanley Healthcare conference 2020 here as we progress through the morning. My name is David Lewis, medical device analyst at Morgan Stanley. It's my pleasure to have with us here this morning, as we continue through the morning, DexCom and multiple members of management. We have a full house here. We have Quentin Blackford, the CFO and COO; Jereme Sylvain, SVP of Finance and Chief Accounting Officer; and Steve Pacelli, who just recently jumped in here last minute and is also going to help us out this morning.

So with that, I want to jump straight into questions. We're not going to do our traditional preamble here.

Questions & Answers

David Ryan Lewis

Morgan Stanley, Research Division - MD

Quentin, I wanted to start off very top line and we'll kind of jump into your core recovery in a bit. But look, we saw in the second quarter a 25% increase in sequential volumes in the business, despite kind of COVID-19. And I think we all know that TAM expanding drivers and

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