February 11, 2022
The beat goes on
It’s becoming increasingly difficult to find new and creative ways to explain the CGM market. Dexcom released results yesterday which were just fine and all anyone cares about is when the G7 will get here. Senseonics receives FDA approval for their 180-day sensor which is nice but won’t change their long-term outlook. If form follows function Dexcom shares will trade down while Senseonics shares should get a boost. But as Momma Kliff used to say this is all much to do about nothing.
The CGM market continues to grow. It continues to be dominated by two . . .
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