Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

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

It's, you know, we talk about the, you know, two feet of snow outside.

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

But the last time we had a major snowstorm was 2021.

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

And then 2016 was also that crazy one.

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

So it just got to be coincidence.

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

But I'd love to hear your thoughts about how this new randomized trial is going to, you know, be that next catalyst or that next inflection point for kind of the adoption of these CGM products.

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 so, you know, because the patient base is different, are the endpoints different in any way?

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

I know with the diamond and the mobile, you know, you looked at the reduction in A1C, you looked at increases in the time and healthy glucose ranges.

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

Are those kind of the same metrics that you're looking at comparing between the CGM and, you know, the standard of care?

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 is it when you talk about the CGM, because we were talking about the, you know, expanding the reimbursement coverage for G7.

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

Is the G7 the one being used in this trial or is it Stella or is it either?

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

We're talking a lot about the product development, but there's also the commercial expansion.

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

And because, you know, the U.S.

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

market is, you know, I feel more accustomed to the CGM technology that's out there and the penetration rate is higher, but you still have the large international opportunity.

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

So what is the strategy in 2026 to kind of keep that expansion going in the OUS countries?

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 with that market expansion, obviously the next natural question is the competitive landscape.

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

My observation over the last few years is that new companies are trying to enter this market.