Matt Henriksen

Most particularly, Roche was having headlines about having a CGM product out there.

But it still remains a duopoly between you and Abbott.

What gives both of you the competitive advantage over these new entrants who are trying to enter this kind of large market opportunity?

That's interesting because when I first started covering Dexcom and the other CGM companies out there, it used to be that it was a $4 per day per customer type of revenue stream.

But it seems like it's creeping towards that $3 per day revenue stream.

And it sounds like the answer is the increased efficiency that you're having in your manufacturing.

But

What is the secret sauce that allows you to be able to manufacture it at scale that allows you to lower that per day cost for the customer?

Yeah.

And, you know, the other thing, too, is, you know, you have your your Mesa, Arizona plant, you have your Malaysia plant, and then you're eventually opening up your Ireland facility.

But you're expanding and I mean, you're also expanding in the Mesa and the Malaysia plant at the same time that you're building out this Ireland plant.

So what how is that strategy?

Is this a kind of diversifying your supply chain across Europe, Asia and the U.S.

?

Or are there other parts of the strategy that are involved with kind of expanding in all three regions?

Yeah.

And then, you know, we'll close out this episode with just the product development, which is that second kind of tier that you were talking about.

And this is the G8 that you've announced.

It's early in the development.

But what can you tell us about the product and the development process so far?