DexCom Inc (BSP:D1EX34)

R$ 9.65 0 (0%) Market Cap: 188.46 Bil Enterprise Value: 189.05 Bil PE Ratio: 47.26 PB Ratio: 15.58 GF Score: 74/100

DexCom Inc at Morgan Stanley Healthcare Conference Transcript

Sep 09, 2019 / 01:55PM GMT

Transcript

Unidentified Analyst

It's my pleasure to have this year DexCom and their Chief Financial Officer and EVP, Quentin Blackford. We're going to dispense with preamble and go straight into Q&A. Before I begin, make sure you go to the research disclosure website at morganstanley.com and find fun facts and figures about me.

Questions & Answers

Unidentified Analyst

So Quentin, I want to start with, frankly, guidance. Everyone's favorite topic here. So a couple of things here. U.S. and ex-U. S. With U.S., I'm going to spend less time on just because you've been sort of consistently conservative these last 4 to 6 quarters. But I want to talk about the ex-U. S. market, just one thing that stuck out to us off the second quarter. There were some order dynamics that impacted maybe -- the number was kind of not as good as we were expecting, maybe 3 million to 5 million was order dynamics. But maybe just help us understand what happened here in the second quarter? Is it a -- any indication of underlying trends or sort of more of a one-off dynamic in the second quarter?

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