Stock Pulse
DexCom (DXCM) received FDA clearance for its G7 15-day Continuous Glucose Monitoring (CGM) system, a significant development that allows it to compete more effectively with Abbott's Libre systems by offering a longer wear time and improved user experience [1], [2], [3], [5], [6], [7]. While the stock price remained relatively flat initially [2], the clearance is viewed as a positive long-term catalyst for growth and improved profit margins, especially with the planned launch in the second half of 2025 [2], [3]. Despite earlier concerns regarding a previous FDA warning letter and weaker Q4 performance with missed EPS estimates and slower revenue growth compared to competitors [3], [8], this FDA clearance and expanded coverage in Saskatchewan [10] suggest a positive outlook for DexCom. However, challenges remain, including integration with insulin pump partners [2], competitive pricing pressure [3], and previously cited tariff-related headwinds [4], [9].