MEDP

Growth Potential: DexCom, Inc. is positioned for growth in the continuous glucose monitoring (CGM) market, with a projected 22.5% growth rate over the next five years, despite facing competition and a year-to-date share decline of 18.1%.

Market Demand: The diabetes market, with over 130 million people in the U.S. and 400 million globally affected, is driving demand for CGM devices, which are expected to grow from over $6 billion to about $14 billion by 2032.

Product Innovation: DexCom's revenue is primarily from disposable CGM sensors, with strong adoption of its G7 and One+ products, supported by software innovations that enhance user engagement and treatment personalization.

Strong Q3 Performance: The company reported double-digit revenue growth in Q3 2025, raising its full-year outlook, while also facing challenges from competition and leadership transitions in its U.S. commercial team.

Partnership Announcement: GE HealthCare has partnered with Indonesia’s Ministry of Health under the SIHREN program to enhance access to advanced diagnostic and care technologies, aiming to modernize healthcare infrastructure and improve patient outcomes in underserved regions.

CT Scanner Deployment: As part of the SIHREN initiative, GEHC plans to supply over 300 advanced CT scanners to Indonesia's public healthcare system, enhancing diagnostic capabilities for over 280 million people across all provinces.

Market Positioning: This collaboration positions GEHC to strengthen its long-term relationship with the Indonesian government, improving revenue visibility and establishing a foundation for future technology upgrades and service contracts in emerging markets.

Healthcare Market Growth: The global medical imaging market is projected to grow significantly, driven by the rising prevalence of chronic diseases and increasing demand for early diagnosis, aligning with GEHC's strategic focus on expanding its international presence.