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Matt Henriksen

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
569 total appearances

Appearances Over Time

Podcast Appearances

Vanguards of Health Care by Bloomberg Intelligence
Dexcom Aims to Expand CGM Benefits to All Diabetic Patients and Beyond

But that manufacturing component and that capacity...

Vanguards of Health Care by Bloomberg Intelligence
Dexcom Aims to Expand CGM Benefits to All Diabetic Patients and Beyond

How much of a difference is the manufacturing process for the 15-day versus the 10-day?

Vanguards of Health Care by Bloomberg Intelligence
Dexcom Aims to Expand CGM Benefits to All Diabetic Patients and Beyond

Is that part of the transition as well?

Vanguards of Health Care by Bloomberg Intelligence
Dexcom Aims to Expand CGM Benefits to All Diabetic Patients and Beyond

Or is it something where the 10-day is now approved for 15-day and it's the same manufacturing process?

Vanguards of Health Care by Bloomberg Intelligence
Dexcom Aims to Expand CGM Benefits to All Diabetic Patients and Beyond

Yeah.

Vanguards of Health Care by Bloomberg Intelligence
Dexcom Aims to Expand CGM Benefits to All Diabetic Patients and Beyond

And then it's not just the G7 15-day wear that you're launching.

Vanguards of Health Care by Bloomberg Intelligence
Dexcom Aims to Expand CGM Benefits to All Diabetic Patients and Beyond

You're also launching the Stello device.

Vanguards of Health Care by Bloomberg Intelligence
Dexcom Aims to Expand CGM Benefits to All Diabetic Patients and Beyond

How is the Stello device different from these G7 sensor based off of technology or what customers it's targeting?

Vanguards of Health Care by Bloomberg Intelligence
Dexcom Aims to Expand CGM Benefits to All Diabetic Patients and Beyond

Oh, that's interesting because, you know, you talked about the out-of-pocket pay.

Vanguards of Health Care by Bloomberg Intelligence
Dexcom Aims to Expand CGM Benefits to All Diabetic Patients and Beyond

I'm like, oh, so reimbursement will come up for Stello eventually.

Vanguards of Health Care by Bloomberg Intelligence
Dexcom Aims to Expand CGM Benefits to All Diabetic Patients and Beyond

But it sounds like if you would do the reimbursement pathway, it would just be expanding the G7 reimbursement pathway for those type 2 non-insulin patients?

Vanguards of Health Care by Bloomberg Intelligence
Dexcom Aims to Expand CGM Benefits to All Diabetic Patients and Beyond

Or is there still a path for reimbursement for those Stello devices?

Vanguards of Health Care by Bloomberg Intelligence
Dexcom Aims to Expand CGM Benefits to All Diabetic Patients and Beyond

Yeah.

Vanguards of Health Care by Bloomberg Intelligence
Dexcom Aims to Expand CGM Benefits to All Diabetic Patients and Beyond

And that's a really interesting thing about this spectrum of patients because you got the insulin intensive and they need to measure, they need that

Vanguards of Health Care by Bloomberg Intelligence
Dexcom Aims to Expand CGM Benefits to All Diabetic Patients and Beyond

measurement every five minutes to make sure that whether or not they need to incorporate more insulin or they need to get a drink of orange juice.

Vanguards of Health Care by Bloomberg Intelligence
Dexcom Aims to Expand CGM Benefits to All Diabetic Patients and Beyond

And then the other end of the spectrum, which is the prediabetes, and they don't need it every day.

Vanguards of Health Care by Bloomberg Intelligence
Dexcom Aims to Expand CGM Benefits to All Diabetic Patients and Beyond

Because then it comes with my, you know, I was doing my math and you talked about stello sales being 130 million in 2025.

Vanguards of Health Care by Bloomberg Intelligence
Dexcom Aims to Expand CGM Benefits to All Diabetic Patients and Beyond

I think my rough math was about 35 million in 2024.

Vanguards of Health Care by Bloomberg Intelligence
Dexcom Aims to Expand CGM Benefits to All Diabetic Patients and Beyond

You do $50 per sensor.

Vanguards of Health Care by Bloomberg Intelligence
Dexcom Aims to Expand CGM Benefits to All Diabetic Patients and Beyond

You do 500,000 users since the launch.