Dexcom: Digitizing Diabetes Management

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[00:02:37] - [First question] - What is Dexcom, their core product, and the size of their market

[00:04:43] - Overview of the expenses that diabetics accrue annually

[00:06:36] - Why continuous glucose monitors (CGMs) are important for diabetes management

[00:09:57] - Dexcom’s unit economics and their current revenue model

[00:14:10] - Whether or not there is a tech and regulatory barrier to entry 

[00:16:18] - How a diabetic or prediabetic finds their way to a Dexcom device

[00:17:41] - Their current customer base and their revenue streams

[00:19:31] - What dictates if a practitioner will refer patients to Dexcom or Abbott

[00:21:56] - Why the problem Dexcom aims to solve is so culturally relevant today

[00:25:12] - What the next chapter for Dexcom’s business could be

[00:28:51] - Sizing the opportunity and optionality in this industry

[00:32:11] - Thoughts on Dexcom’s capital allocation decisions

[00:34:22] - Reasons why Dexcom could potentially fail in the future

[00:37:59] - Competitors arising in the wearable CGM space

[00:39:49] - Overview of their management team and what a good one looks like

[00:42:52] - Whether or not they plan on stepping into the pump and insulin space

[00:45:20] - Other externalities that consumer-friendly CGMs could create for consumers and insurance companies

[00:48:56] - Lessons for builders and investors when studying Dexcom’s story

[00:53:21] - A future where CGMs could be mostly implants

[00:54:18] - The value unlock consumer-friendly monitoring will provide