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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

My math got to six or seven sensors per user, which is coming back to like one sensor per quarter per patient.

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

That's kind of my thought process for those who are not using insulin.

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

Because, you know, you just need to make sure that, you know, your trends are going, long-term trends are on track.

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

You're not progressing, as you're saying.

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

Your progression is not accelerating to a point where you need insulin.

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

What are your thoughts about that kind of one sensor per quarter for those non-insulin patients?

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

Am I in the right ballpark?

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

Or are you thinking that this is an expansion strategy beyond one per quarter?

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

Well, it's very interesting because actually I have a stello and I've been meaning to try it.

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

And I was going to try it maybe before this conversation, but I also knew it was earning season.

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

And I also know I eat more candy during earning season, especially late at night.

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

And I'm like, I don't want to see that spike yet during earning season on my stello yet.

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

So I get that accountability.

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

uh, platform.

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

And so, you know, we were talking about, and like one of the things that we're talking about with this too, is the, just the reimbursement.

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

And this is just, you're, you're seeing how these patients are interacting with the stello, they're purchasing patterns without reimbursement.

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

And it's interesting because you are preparing a randomized trial, which if I did my math right, was, it might be presented this ADA in June and, um,

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

I'm just curious, the trial design, because it also seems like you had the landmark diamond trial in 2016.

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

You had the landmark mobile RCT trial in 2021, which coincidentally just lines up with all these snowstorms that we're getting in New York.