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  "documentTitle": "Dexcom, Inc. (DXCM)",
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  "authorName": "Ben Axler",
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  "presentationDate": "2019-03-21 00:00:00",
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      "kind": "callout",
      "text": "1. The Libre Has Closed The Technological Gap With The G-Series",
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      "text": "We have thus far established that (1) the Libre 2 will be nearly technologically equivalent to the G6, (2) Abbott has the financial capacity to drive CGM pricing to unsustainable levels for Dexcom with only limited consequences for its own profitability, and (3) even Dexcom’s most technology-dependent Type 1 diabetes customers could switch to the Libre 2 given its new technological capabilities and the potential degree of cost savings to be had from switching.",
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      "text": "The Street continues to believe that Dexcom's recent blow-out sales growth is proof that the bull case is playing out. In the next series of slides, we will demonstrate that analysts are mistaking one-time events for sustainable growth, and are overestimating Dexcom's remaining growth runway.",
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      "text": "Recap: Libre Has Closed The Technological Gap With Dexcom's G-Series, And Abbott Can Win The Price War",
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