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Positive trial data validating CGM benefits in non-insulin T2D can expand addressable market and potentially lift DexCom sensor demand; improves long-term fundamentals, though near-term upside depends on payer/physician uptake and competitive dynamics.
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DexCom reports NEJM-published CONNECT trial showing CGM benefits for adults with Type 2 diabetes not on insulin, with G7 achieving a 1.6% A1C reduction from a baseline of 8.8%. The results may broaden the addressable CGM market and influence payer coverage and clinician adoption beyond insulin-dependent patients, potentially boosting DexCom sensor demand and long-term revenue growth.
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