{
  "docId": "019dd923-622c-750b-8b98-916758668d1f",
  "docSlug": "34401c2968d1",
  "documentTitle": "Dexcom, Inc. (DXCM)",
  "authorId": "54_Spruce_Point_Capital",
  "authorName": "Ben Axler",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2019-03-21 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.3333334,
  "pageNumber": 18,
  "pageCount": 83,
  "prevPage": 17,
  "nextPage": 19,
  "slideType": "comparison_table",
  "function": "compare_peers",
  "density": "balanced",
  "nDataPoints": 12,
  "notes": "The slide uses a contrast-based argument to explain market segmentation between two competing CGM products.",
  "elementsJson": [
    "headline_text",
    "paragraph",
    "comparison_table",
    "callout_box"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b98-916758668d1f/18",
  "deckHref": "/decks/019dd923-622c-750b-8b98-916758668d1f",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b98-916758668d1f.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-916758668d1f#slide-18",
  "components": [
    {
      "bbox": {
        "h": 0.07,
        "w": 0.29,
        "x": 0.68,
        "y": 0.44
      },
      "kind": "callout",
      "text": "Dexcom G5 technologically superior to the Libre on most measures",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3b00ca8a-1c15-4b36-b0bf-984229547437",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.18,
        "w": 0.29,
        "x": 0.68,
        "y": 0.71
      },
      "kind": "callout",
      "text": "However, what the Libre lacks in technological advancement, it makes up for in ease of use and lower price. The Libre is therefore widely considered to be optimal for T2 diabetics...",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f964dc9b-063a-4c78-aca1-1dcae5a2ff7e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "callout",
      "text": "However, what the Libre lacks in technological advancement, it makes up for in ease of use and lower price.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-f5d2-7501-bd89-361568efa5a9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.09,
        "w": 0.94,
        "x": 0.03,
        "y": 0.16
      },
      "kind": "paragraph",
      "text": "While the most comparable CGMs on the market, even the Libre and G-Series have, until now, been thought to target different patient bases...",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "02859da0-4d8e-4e14-96b7-f29e71034da0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.62,
        "x": 0.03,
        "y": 0.3
      },
      "kind": "table",
      "text": "Product Feature Comparison: Dexcom G5 vs. Abbott FreeStyle Libre",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "514966c8-13b4-43e8-a3af-6c5fbc0ed3a7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.65,
        "x": 0.31,
        "y": 0.03
      },
      "kind": "title",
      "text": "The Legacy Libre vs. The Dexcom G-Series: Different Target Markets",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "583504e8-ac2f-40ab-8f24-7504f1209b01",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "comparison-frame",
      "slug": null,
      "matchId": "f665cf70-b019-4c08-8d40-51b08c8e879e",
      "evidence": "Direct comparison of product features between two competitors to justify market positioning.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 20,
      "from": 15,
      "beatId": "1dfab57a-ac26-4f22-83aa-82d569d9d3c4",
      "arcName": "Overcoming the Monster",
      "arcSlug": "overcoming-monster",
      "beatName": "The Monster",
      "beatSlug": null,
      "evidence": "The deck presents the 'monster' of increasing competition from Abbott's Libre and pricing pressure in the CGM market.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}