February 12, 2021
DNA
We’re beginning to wonder how many times the analysts who cover Dexcom need to be hit in the head with a baseball bat before they get it. If there is one thing they should have learned by now is that Dexcom will under promise and over deliver 99% of the time. That is not in their nature, their DNA to make aggressive bold statements. It’s in their DNA to focus on the future and execute.
There was nothing in the results yesterday that surprised us, which is also par for the Dexcom course. The company is investing in . . .
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