Key Takeaways Trinity Biotech's CGM+ trial confirmed accurate 15-day glucose tracking without finger-stick calibration.TRIB's redesigned sensor cuts disposable components, lowering cost compared to current CGM products.TRIB's AI-native CGM+ aims to integrate health metrics and target the $260 billion AI wearables market.Trinity Biotech plc (TRIB) announced compelling positive clinical trial results with respect to its next-generation continuous glucose monitoring (CGM) technology, CGM+, on Tuesday. The tria ...

Core Insights - DexCom (DXCM) reported strong first-quarter 2025 results driven by high demand, record new patient growth, and progress in strategic initiatives [1] - The company’s shares have increased by 18.6% quarter to date, outperforming the industry’s decline of 4.5% [2] - DexCom has a market capitalization of $31.76 billion and projects a 23.1% growth rate over the next five years [2] Access Gain and Market Penetration - Significant expansion in reimbursement coverage for type 2 diabetes (T2D) patients, particularly non-insulin users, is expected to unlock access for nearly 6 million individuals [4] - The first quarter of 2025 saw a record increase in new patient starts from this cohort, the highest in DexCom's history [4] - The over-the-counter CGM, Stelo, is capturing a broader audience, including prediabetes patients and those interested in wellness [5][8] Innovation and Commercial Execution - The launch of the 15-Day G7 system is anticipated to enhance accuracy and product differentiation, potentially improving gross margins [10] - DexCom is optimizing its sales force and expanding its international presence, particularly in France and Japan [11] - The company has a strong cash position of $2.7 billion and announced a $750 million share buyback, indicating confidence in long-term cash flow [12] Estimate Trend - The Zacks Consensus Estimate for 2025 earnings per share remains stable at $2.03, with the second-quarter revenue estimate at $1.12 billion, reflecting an 11.8% year-over-year improvement [13][15] Navigating Near-Term Challenges - Gross margin guidance for fiscal 2025 has been revised down to nearly 62% due to supply-chain disruptions and increased freight costs [16] - DexCom is addressing an FDA warning letter from 2024 inspections, which requires ongoing resource allocation but does not restrict product approvals [17] - The company is advocating for Medicare coverage for non-insulin T2D users, contingent on a trial set to report results in late 2025 or early 2026 [18] CGM Competition on the Rise - DexCom faces increasing competition from Abbott Laboratories, Medtronic, and Senseonics, which are innovating rapidly in the CGM market [19] - Abbott's expansion with its FreeStyle Libre family and OTC devices directly challenges DexCom's Stelo strategy [20] - Medtronic's integration of CGM with insulin pumps and Senseonics' long-wear implantable CGM are also competitive threats [21][22]

Q4 FY25 Earnings Presentation May 21, 2025 Contact: investor.relations@medtronic.com Forward Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which are subject to risks and uncertainties, including risks related to competitive factors, difficulties and delays inherent in the development, manufacturing, marketing and sale of medical products, government regulation, geopolitical conflicts, changing global trade ...

Medtronic (MDT) Q3 2025 Earnings Call February 18, 2025 08:00 AM ET Company Participants Ryan Weispfenning - VP & Head of Investor RelationsGeoff Martha - Chairman and Chief Executive OfficerGary Corona - SVP - Corporate FinanceBrad Welnick - Vice President, Global FP&A and Investor RelationsPatrick Wood - Managing DirectorSean Salmon - Executive VP & President of Cardiovascular PortfolioVijay Kumar - Senior Managing DirectorMike Marinaro - Executive VP and President of Medical Surgical Portfolio & Surgical ...