January 15, 2026
A nice surprise
When it comes to CGM we have long stated-
1. It is now the standard for glucose measurement for PWD
2. The market beyond diabetes is huge untapped and fertile territory for growth
3. The hidden opportunity is not hardware driven but software/app driven
At JPM this year Dexcom noted that sales of Stelo their OTC sensor achieved sales of approximately $130 million in 2025 and now has over 500,000 users since being launched. Even better according to Dexcom CEO Jake Leach more than half of the people who tried Stelo . . .
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