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  "documentTitle": "Dexcom, Inc. (DXCM)",
  "authorId": "54_Spruce_Point_Capital",
  "authorName": "Ben Axler",
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  "presentationDate": "2019-03-21 00:00:00",
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  "notes": "Includes a press release excerpt as evidence for the technological parity of the Libre 2.",
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      "text": "The impending release of the Libre 2 is no secret to the Street. Nor are its new technological features. However, as we discuss, we believe that the evened playing field between the Libre 2 and G-Series will bring downward pricing pressure on the increasingly-commoditized CGM market – and that this could have disastrous consequences for Dexcom to an extent ignored by the sell side.",
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      "kind": "other",
      "text": "ABBOTT'S FREESTYLE® LIBRE 2, WITH OPTIONAL REAL-TIME ALARMS, SECURES CE MARK FOR USE IN EUROPE",
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      "text": "ABBOTT PARK, Ill., Oct. 1, 2018 /PRNewswire/ -- People living with diabetes in Europe will now have the choice to be alerted in real-time...",
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      "text": "The impending release of the Libre 2 is no secret to the Street. Nor are its new technological problems... we believe that the evened playing field... will bring downward pricing pressure...",
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      "text": "We agree that the Libre's lack of an alarm has been a major hurdle... Libre 2 will be sufficiently technologically advanced to compete directly with the Dexcom G-Series.",
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      "text": "\"The FreeStyle Libre 2 system is designed to further empower people with diabetes by providing a choice about how they want to use alarms—which can be a valuable feature for a specific group of people managing their diabetes,\" said Jared Watkin, senior vice president, Diabetes Care, Abbott.",
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      "text": "Critical Risk To The Bull Case: The Impending U.S. Release Of The Libre 2",
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