And the winner is ……

As we turn our attention from what happened at the conference to who can actually execute on what they said. The capital markets are speaking loud and clear that Dexcom was the big winner coming out of the show. Not really a surprise to us as we have said consistently that Dexcom besides having the best product on the market also has the best management team. Yet this talented team is in for a challenge as their main rival Abbott is racing to the bottom.

Now when we say a race to the bottom we are talking about price. Abbott . . .

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