DexCom Inc at William Blair Growth Stock Conference Transcript
Good afternoon, everyone. My name is Margaret Kaczor. I am the research analyst at William Blair & Company who covers DexCom. Before we begin, I am required to inform you that I personally own shares of DexCom. Beyond that, you can obtain a complete list of research disclosures or potential conflicts of interest at williamblair.com.
Before I turn over to Steve, Matt and Jereme, I will say DexCom, and I think I'm allowed to say this, DexCom is our #1 most requested one-on-one meeting at this conference. And it's really, if you look at the story, it's been one of the top performing stocks on our coverage universe over the last 2 years, and it's really been driven by 2 things. So number one, you had competition enter the market. Everyone got afraid of that. And despite that fear that it was going to pressure DexCom, it actually expanded market adoption in the U.S.
And then two, the company received FDA approval for their next-generation sensor, and it was through an entirely new FDA
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