{
  "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": 21,
  "pageCount": 83,
  "prevPage": 20,
  "nextPage": 22,
  "slideType": "comparison_table",
  "function": "compare_peers",
  "density": "balanced",
  "nDataPoints": 6,
  "notes": "The slide contrasts the 'bull' narrative (Dexcom is superior for high-need patients) with the author's counter-argument (Libre 2 will level the playing field).",
  "elementsJson": [
    "headline_text",
    "paragraph",
    "comparison_table",
    "callout_box"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b98-916758668d1f/21",
  "deckHref": "/decks/019dd923-622c-750b-8b98-916758668d1f",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b98-916758668d1f.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-916758668d1f#slide-21",
  "components": [
    {
      "bbox": {
        "h": 0.08,
        "w": 0.9,
        "x": 0.05,
        "y": 0.88
      },
      "kind": "callout",
      "text": "We agree that the Libre's lack of an alarm has been a major hurdle... the impending inclusion of an alarm in the Libre 2... will largely be leveled – and that the economic consequences of this could be devastating for Dexcom.",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d44a7a0d-9965-439e-a06b-c127530685d5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "callout",
      "text": "We agree that the Libre’s lack of an alarm has been a major hurdle preventing wider Libre adoption among T1 diabetics, who were the earliest CGM adopters. However, with the impending inclusion of an alarm in the Libre 2, we believe that the playing field between Abbott and Dexcom will largely be leveled – and that the economic consequences of this could be devastating for Dexcom.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-f5d2-7501-bd89-a5edf349ddb9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.9,
        "x": 0.05,
        "y": 0.15
      },
      "kind": "paragraph",
      "text": "Dexcom bulls see the G-Series as close to untouchable in the Type 1 diabetes market... as CGM adoption expands, even some of these patients will be drawn to the technological advantages of the top-flight G-Series.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ad4af034-31e5-4a40-a2f0-f69e73ca15b9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.55,
        "w": 0.9,
        "x": 0.05,
        "y": 0.3
      },
      "kind": "table",
      "text": "Comparison table of diabetes types, population, descriptions, treatment requirements, and bull opinions.",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bcf4578b-4274-49ae-8578-51e0b25fd43a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.9,
        "x": 0.05,
        "y": 0.02
      },
      "kind": "title",
      "text": "Dexcom Bull Narrative: The G-Series Is For Diabetics With Serious Medical Needs, While The Libre Is A \"Market-Expanding Technology\"",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0e7a7766-7396-4e34-8ffd-d3bc51f422fc",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "comparison_frame",
      "slug": null,
      "matchId": "b65a7372-117b-4933-af04-af207906a3b1",
      "evidence": "Table structure comparing market segments and product positioning.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}