One of Warren Buffett's famous pieces of investing advice is to be greedy when others are fearful. One way to apply this wisdom is to look for companies that have lagged the market recently but still appear to be excellent long-term investment opportunities.Two great examples today in the healthcare sector are Novo Nordisk (NVO -0.93%) and DexCom (DXCM -0.78%). Although these two corporations have encountered significant headwinds since last year, they could deliver market-beating returns to investors who i ...

Over the past few years, Medtronic (MDT 0.80%) has faced significant challenges, including a pandemic-induced slowdown, relatively slow revenue growth, and economic issues that impacted its financial results. Throughout it all, Medtronic's diabetes care business has consistently been one of its fastest-growing segments.However, the healthcare leader recently announced some news regarding this unit that might surprise some investors. Let's find out more about it and discuss what it means for Medtronic's pros ...

Investors typically want to beat the market over the long run. Though it's not an easy task, it certainly is possible with the right companies. Let's consider two corporations that could help you do better than average in the next decade: Eli Lilly (LLY -0.12%) and DexCom (DXCM -0.28%). 1. Eli Lilly Eli Lilly has been one of the best-performing pharmaceutical giants in the past 10 years. Though that doesn't guarantee future success, it's worth highlighting what has led to the company's strong showing. Lilly ...

Core Viewpoint - DexCom, Inc. is positioned for growth due to its strong product portfolio and favorable coverage decisions, despite facing competition risks [1][15]. Company Overview - DexCom has a market capitalization of $33.93 billion and projects a 23.1% growth rate over the next five years [2]. - The company has surpassed earnings estimates in two of the last four quarters, with an average surprise of 0.47% [2]. Product Demand and Performance - The G7 system has shown robust momentum, driving revenue performance and improving gross margins [4]. - The One+ system has performed well in Europe, with recent coverage expansions in key markets like Japan and France contributing to growth [5]. - DexCom's U.S. revenues increased by 15% year-over-year to $750.5 million, while international revenues improved by 7% to $285.5 million [12]. New Product Launches - A 15-day G7 sensor is set to launch in the second half of 2025, expected to enhance user experience and margins [6]. - The introduction of Stelo, the first over-the-counter CGM, is gaining traction among type 2 diabetes and health-conscious consumers [8]. - A partnership with OURA aims to integrate glucose biosensor data with biometric insights, with the first app expected in 2025 [9]. Coverage and Market Access - As of January 2025, DexCom secured coverage with two of the three largest pharmacy benefit managers for all diabetes patients, leading to a significant increase in new starts from the type 2 non-insulin population [10]. - The company anticipates revenues of $4.6 billion for 2025, reflecting a 14% year-over-year growth [13]. Financial Performance - Adjusted gross profit for the first quarter of 2025 was $596.2 million, up 4.8% from the previous year [12]. - The consensus estimate for second-quarter revenues is $1.12 billion, indicating an 11.8% improvement year-over-year [16]. Competitive Landscape - DexCom faces rebate pressure in the U.S. market, which has impacted revenue growth despite strong demand [14]. - Rising competition in the Type 1 diabetes market, particularly from pump-integrated CGM systems, poses challenges [15].

Less than a month after announcing a $50 billion investment in its U.S. operations over the next five years, Swiss pharma giant Roche (RHHBY) has started rolling out the details of its plans.RHHBY unveiled plans to invest over $700 million in a new 700,000-square-foot, state-of-the-art drug manufacturing facility in Holly Springs, NC. Through this new plant, the company intends to support its pipeline of next-generation obesity drugs for Genentech, a member of the Roche group.Roche expects the project to ge ...

An investment of up to $550 million by 2030 will establish the Indianapolis site as a hub for manufacturing of Roche's continuous glucose monitoring solution. Expansion will create hundreds of jobs while also enhancing U.S. production capabilities. Increased access to diabetes management tools will help improve health outcomes for patients in the U.S. and globally.INDIANAPOLIS, May 12, 2025 /PRNewswire/ -- Roche (SIX: RO, ROG; OTCQX: RHHBY) announced today it plans to invest up to $550 million in its Diagn ...