Dexcom and Verily Update Agreement, Focus on T2DM Market

Dexcom and Verily recently announced an amendment to their collaboration and license agreement for the development of next-gen CGM systems. The updated agreement and shift in focus toward the second gen “Band-Aid-like” sensor is consistent with Dexcom senior management commentary during the Q3 ’18 earnings call. While the amendment to the agreement appears to suggest an underlying confidence in its product development, Wallstreet did not react as $DXCM has remained flat. Below, FENIX provides thoughts on the potential impact of the updated agreement on Dexcom and its competitors in the CGM market.

About The Author

Matthew Maryniak

President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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