May 2, 2025
It’s all about scale now
Looking at the results released by Dexcom and listening to call there is no question that the days of eye-popping growth are pretty much over. This is not to say the CGM market is fully mature but the market has matured enough where patient retention becomes as important as patient acquisition. This is a business which is all about scale, scale drives efficiencies which in turn drives profitability.
Scale as important as it also brings with it some issues. Dexcom has dealt with these issues and now seems poised to execute for the remainder of 2025.
What . . .
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