DexCom (DXCM) shares rallied 5.6% in the last trading session to close at $80.04. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 1.8% gain over the past four weeks.The sharp upsurge in Dexcom's shares can be attributed to the Novo Nordisk's announcement that its next-generation weight-loss drug, CagriSema, did not meet the high expectations in a key study, achieving a 22.7% weight loss instead of the anticip ...

Shares of the medical-device maker DexCom (DXCM 5.57%) are down by 37% this year. The diabetes-focused healthcare company disappointed investors with its second-quarter results, leading to a massive drop in its stock price overnight. Though the issues DexCom has faced this year can mainly be classified as "short-term headwinds" -- including rebate-related issues -- there are more serious problems for the company's long-term prospects.On the other hand, DexCom has attractive opportunities that could allow it ...

公司动态 - Dexcom推出专有生成式AI平台，成为首个将生成式AI整合到葡萄糖生物传感技术中的连续血糖监测制造商 [1] - 新平台利用Google Cloud的Vertex AI平台和Gemini模型，分析个人健康数据趋势，揭示生活方式与血糖水平之间的关联 [2] - Stelo是首个使用生成式AI技术的Dexcom产品，提供每周洞察，用户已开始受益于其功能升级 [3] - 生成式AI驱动的消息传递为用户提供睡眠、运动、营养建议和教育，增强Stelo应用的实用性 [4] - Dexcom的专有平台为未来生成式AI在其产品组合中的进步奠定基础，帮助数百万用户掌控健康 [4] 产品更新与合作伙伴关系 - Dexcom于2024年8月推出Dexcom Stelo，这是一款专为非胰岛素依赖型2型糖尿病和糖尿病前期患者设计的非处方连续血糖监测设备 [9] - Stelo通过智能手机应用提供实时血糖追踪，无需处方，价格为99美元，包含两个15天传感器，旨在提高糖尿病护理的可及性 [10] - Dexcom G6应用最近更新，引入iOS小部件，用户可直接在主屏幕上查看血糖读数，无需打开应用 [11] - Dexcom与Oura合作，将其连续血糖监测设备与Oura智能戒指集成，用户可同时监测血糖、睡眠和活动等健康指标 [13] 行业前景 - 根据Grand View Research报告，2022年全球医疗保健领域生成式AI市场价值为12.8亿美元，预计2023年至2030年复合年增长率为36.7%，到2030年将达到约147.7亿美元 [14] - 这一增长由深度学习、自然语言处理技术的进步、个性化治疗需求的增加以及医疗保健数据量的上升驱动 [14] 股票表现 - 公司股价在消息公布后上涨1.8%，收于77.80美元 [5] - 年初至今，Dexcom股价下跌37.3%，而行业指数上涨5.4%，同期标普500指数上涨28.3% [5] 生成式AI平台的优势 - 生成式AI平台通过实时分析大量葡萄糖数据，提高糖尿病治疗的准确性和个性化 [5] - 用户可获得高精度血糖读数和预测，从而在饮食、活动和药物方面做出明智决策 [6] - 平台根据个人葡萄糖敏感性定制警报和建议，改善血糖控制，降低并发症风险 [6] - 生成式AI简化复杂葡萄糖数据，提升用户体验，促进用户、护理人员和医疗提供者之间的协作 [7] - 平台支持持续学习，适应个人葡萄糖模式，提供更智能和可靠的建议 [8] - 该技术加速产品开发，推动创新，生产更高效的葡萄糖监测设备 [8]

The Dexcom logo is seen on a smartphone screen and in the background.Dexcom on Tuesday announced an artificial intelligence feature for its Stelo continuous glucose monitor that gives users a personalized look into how meals, sleep and activity impact their glucose levels. It's the first iteration of a new generative AI platform that the company has been building with Google Cloud. Stelo is an over-the-counter CGM that pokes through the skin to measure real-time blood sugar levels. The sensor launched in Au ...

DexCom, Inc. (DXCM) is well-poised for growth in the coming quarters, backed by its strong product portfolio. A better-than-expected third-quarter 2024 performance and a series of favorable coverage decisions are expected to contribute further. However, risks related to stiff competition persist.This Zacks Rank #3 (Hold) company’s shares have lost 36.5% year to date against the industry’s 6.7% growth. The S&P 500 Index has soared 28.6% in the same time frame.DXCM, a renowned medical device company and provi ...

Medical device specialist DexCom (DXCM -0.14%) is going through a rough patch. The company's shares are down sharply year to date due to unimpressive financial results -- and some of the headwinds it has encountered are, no doubt, concerning. The company's slower-than-expected growth in international markets in the second quarter comes to mind.However, there remain excellent reasons to be bullish on DexCom's long-term prospects. Let's consider three of them.1. The power of CGM systemsDexCom is a leader in t ...

Although excellent medical care is always in high demand, the healthcare sector continuously evolves. Companies aren't automatically worth investing in just because they provide essential medical services. Only those that can keep up with the changing nature of the industry can hope to deliver excellent returns over the long run.There are many such stocks on the market. Let's consider two that specialize in developing medical devices: DexCom (DXCM 0.20%) and Intuitive Surgical (ISRG -0.66%). These healthcar ...

关于长期投资的总体观点 - 长期投资不易需应对股市周期在不同市场环境持续投资并维持优质公司仓位 [1] 关于DexCom公司 - 为医疗设备公司专注糖尿病护理领域CGM设备全球糖尿病患者用于血糖监测 [3] - 股价近月骤跌年初至今跌约40%近几季营收增长放缓 [3] - 营收受多种短期因素影响包括旗舰产品G7 CGM使用回扣人数意外激增销售团队重组及DME渠道业绩低于平常 [4][5] - 管理层预计这些问题将在未来几季缓解且积极拓展DME合作伙伴关系 [5] - 部分股价下跌反映投资者担心GLP - 1药物广泛使用会降低CGM设备长期效用但GLP - 1药物无法取代CGM设备 [6] - 第三季度美国营收降2%国际营收升12%总体营收9.94亿美元同比升2%且管理层称回扣影响在Q3可能已达峰值 [7] - 本季度净利润1.346亿美元较去年同期健康增长12%季末现金及现金等价物25亿美元过去12个月自由现金流约5.35亿美元 [8] - 刚推出Stelo一款针对未使用胰岛素的成人前驱糖尿病和2型糖尿病患者的新型生物传感器是美国首个非处方葡萄糖生物传感器 [9] 关于Revolve Group公司 - 为电商时尚公司股价较2024年初涨约100%但较2021年11月历史高点仍跌约170% [10] - 近期消费支出环境影响财务增长但依靠营销合作人工智能解决方案和多品牌推动业务增长销售稳步增长且盈利 [11] - 截至第三季度末过去12个月活跃客户群同比增长5%达260万人Q3净销售额2.83亿美元同比增长10% [12] - 按部门划分Revolve部门销售额2.434亿美元同比增长12%旗下高端奢侈品牌FWRD营收3970万美元同比降不到0.5% [12] - 本季度净利润近1100万美元较去年同期增长238%去年处理法律事务有一次性大成本 [13] - 电商平台提供超10万种服装鞋类产品以及家居产品美妆和配饰销售数千个品牌包括25个自有品牌和众多第三方品牌2023年所有品牌净销售额约79%为全价销售 [14] - 2023年从250多万活跃客户中产生11亿美元净销售额平均订单价值297美元作为美国最大时尚电商品牌有增长机会基础财务强劲业务有韧性 [15]

DexCom (DXCM) , a leader in glucose biosensing systems, has announced a strategic partnership with OURA, the developer of a leading smart ring technology. The collaboration is aimed at revolutionizing metabolic health management by integrating DexCom's glucose biosensor data with the biometric insights provided by the Oura Ring. The partnership will enable two-way data flow between DexCom glucose biosensors and apps and Oura Ring and the Oura App, and co-marketing efforts will help OURA and Dexcom reach mil ...

This medical device company is down but not out.Is the sky falling for DexCom (DXCM 0.89%)? Shares of the medical device specialist dropped off a cliff following its second-quarter earnings report. Unfortunately, the diabetes-focused company failed to impress investors yet again with its most recent quarterly update.At about $69 per share, DexCom's stock isn't that far off its 52-week low of $62.34 and is miles away from its 52-week high of $142. However, there remain good reasons to invest in the company.D ...