Professional
Added to YB: 2025-09-22
Pitch date: 2025-09-18
DXCM [bearish]
DexCom, Inc.
+3.64%
current return
Author Info
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Company Info
DexCom, Inc., a medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems for the management of diabetes and metabolic health in the United States and internationally.
Market Cap
$27.1B
Pitch Price
$75.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.11
P/E
33.71
EV/Sales
5.69
Sector
Health Care Equipment and Supplies
Category
N/A
Dexcom’s Fatal Flaws
DXCM short: G7 CGM devices linked to hospitalizations & deaths due to inaccurate readings; FDA found unauthorized design change to membrane coating that performed worse by 'every accuracy metric'; generated 22% more accuracy complaints vs market share; DSO at 106 days suggesting revenue manipulation; executive exodus incl CEO; Abbott taking share with superior device; accounting issues mirror 2024's 40% stock drop.
Read full article (25 min)