DexCom Inc (NAS:DXCM)

$ 131.895 2.185 (1.68%) Market Cap: 52.44 Bil Enterprise Value: 51.28 Bil PE Ratio: 85.07 PB Ratio: 23.25 GF Score: 89/100

DexCom Inc at Stifel Virtual Healthcare Conference Transcript

Nov 16, 2020 / 04:20PM GMT

Release Date Price: $85.01 (+1.08%)

Transcript

Mathew Justin Blackman

Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst

All right, everybody. My name is Mat Blackman. Welcome to the session with Dexcom. I don't think I need a long intro with here for Dexcom other than to say thanks to Steve and Jereme and Sean, who may be in the background. Really do appreciate you are participating this year. I appreciate the time. We've got about 30 minutes to tackle several topics that I think are top of mind for investors. (Operator Instructions) It's already starting to populate a little bit. And I'll do my best to feather those in as appropriate.

And so I guess, to start this off, just to sort of give you a framework for how I'm thinking about walking through this session, I just want to focus on basically 4 overarching themes and topics. I'll list them upfront, and then we can just power through them. But number one, obviously, updated views on revenue per patient headwinds, what you saw in the third quarter, maybe how it was different than perhaps the first half of the year trended and how it impacts the fourth quarter and

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