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Clear clinical validation could drive near-term upside as payers, providers, and patients consider CGM for non-insulin Type 2. Historical precedent shows Level A evidence often accelerates adoption and affects multiple CGM players; initial price reaction tends to be positive, though competition and reimbursement cadence can cap gains.
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Dexcom reported ADA 2026 CONNECT trial results showing the G7 CGM reduces A1C and improves time in range in Type 2 diabetes not using insulin. With Level A ADA evidence and additive A1C benefits across meds, the findings could shift CGM toward global standard of care and potentially expand Dexcom’s addressable market in non-insulin patients.
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