Dexcom Stock $DXCM: Will Growth Continue?
#Dexcom stock #DXCM had quite the run before their stock came falling back down to earth. Continuous glucose monitoring for #diabetes patients is lucrative, especially when the devices are disposable allowing for recurring revenues. There's a lot to like about DXCM stock but we're sitting on the sidelines as we're already overweight life sciences exposure. For those who are long, we look at valuation (reasonably valued compared to peers) and growth potential (lots international but they may be fudging their Type 2 non-intensive claims). This a diabetes stock to consider if you're into single-disease exposure. With over 80% of their revenue coming from disposables, Dexcom is the sort of business we dream about owning – if you can look past their heavy U.S. exposure that is. While their TAM estimates may be overly aggressive, there’s enough upside left for the company to continue growing over the next decade, especially if they get aggressive on international expansion and/or decide to get into bed with an insulin delivery system provider and start upselling existing platform users. That said, our heavy exposure to life sciences means Dexcom won’t be a firm we’ll be getting serious with anytime soon. RESEARCH PIECES USED IN THIS VIDEO: 1. Dexcom Stock: How Much Growth is Left? https://www.nanalyze.com/2022/07/dexcom-stock-how-much-growth/ 2. A Large-Cap Diabetes Stock That’s Growing Like Mad https://www.nanalyze.com/2020/07/large-cap-diabetes-stock-growing/ 3. When Will There Be a Cure for Diabetes? https://www.nanalyze.com/2018/12/cure-for-diabetes/ 4. The Economics of Container Farming in Nauru https://www.nanalyze.com/2019/11/container-farming-economics/ CHAPTERS: 00:00 Intro 01:20 Diet and diabetes 03:10 Dexcom's value proposition 04:08 The U.S. diabetes market 05:31 Calculating Dexcom's opportunity 08:39 The international diabetes market 09:38 Can Dexcom tackle all Type 2s? 10:35 Dexcom #DXCM and Insulet #PODD 11:33 Medtronic #MDT diabetes disappoints 12:56 Gene editing for diabetes 13:39 Why we aren't buying Dexcom stock 14:46 Is Dexcom stock overvalued? 15:21 Conclusion ABOUT US: This video is brought to you by Nanalyze, a boutique media and research firm founded by finance professionals with decades of experience. We share insights about #DisruptiveTechnology #stocks in a language that is future-proof and easy to understand. Read all the Nanalyze Premium articles you'd like for free! Sign up for a 30-day trial of our monthly subscription with no strings attached: https://www.nanalyze.com/become-a-nanalyze-premium-subscriber/ #DexcomStock$DXCM #nanalyze
#Dexcom stock #DXCM had quite the run before their stock came falling back down to earth. Continuous glucose monitoring for #diabetes patients is lucrative, especially when the devices are disposable allowing for recurring revenues. There's a lot to like about DXCM stock but we're sitting on the sidelines as we're already overweight life sciences exposure. For those who are long, we look at valuation (reasonably valued compared to peers) and growth potential (lots international but they may be fudging their Type 2 non-intensive claims). This a diabetes stock to consider if you're into single-disease exposure. With over 80% of their revenue coming from disposables, Dexcom is the sort of business we dream about owning – if you can look past their heavy U.S. exposure that is. While their TAM estimates may be overly aggressive, there’s enough upside left for the company to continue growing over the next decade, especially if they get aggressive on international expansion and/or decide to get into bed with an insulin delivery system provider and start upselling existing platform users. That said, our heavy exposure to life sciences means Dexcom won’t be a firm we’ll be getting serious with anytime soon. RESEARCH PIECES USED IN THIS VIDEO: 1. Dexcom Stock: How Much Growth is Left? https://www.nanalyze.com/2022/07/dexcom-stock-how-much-growth/ 2. A Large-Cap Diabetes Stock That’s Growing Like Mad https://www.nanalyze.com/2020/07/large-cap-diabetes-stock-growing/ 3. When Will There Be a Cure for Diabetes? https://www.nanalyze.com/2018/12/cure-for-diabetes/ 4. The Economics of Container Farming in Nauru https://www.nanalyze.com/2019/11/container-farming-economics/ CHAPTERS: 00:00 Intro 01:20 Diet and diabetes 03:10 Dexcom's value proposition 04:08 The U.S. diabetes market 05:31 Calculating Dexcom's opportunity 08:39 The international diabetes market 09:38 Can Dexcom tackle all Type 2s? 10:35 Dexcom #DXCM and Insulet #PODD 11:33 Medtronic #MDT diabetes disappoints 12:56 Gene editing for diabetes 13:39 Why we aren't buying Dexcom stock 14:46 Is Dexcom stock overvalued? 15:21 Conclusion ABOUT US: This video is brought to you by Nanalyze, a boutique media and research firm founded by finance professionals with decades of experience. We share insights about #DisruptiveTechnology #stocks in a language that is future-proof and easy to understand. Read all the Nanalyze Premium articles you'd like for free! Sign up for a 30-day trial of our monthly subscription with no strings attached: https://www.nanalyze.com/become-a-nanalyze-premium-subscriber/ #DexcomStock$DXCM #nanalyze