Dexcom, Inc. · NASDAQ:DXCM
Dexcom — J.P. Morgan Healthcare Conference 2022
25 slides from Dexcom's conference presentation, Jan 10, 2022
Slide 1: J.P. Morgan Healthcare Conference
bexcom J.P. Morgan Healthcare Conference January 10, 2022
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains “forward” looking statements that are based on our management's beliefs and assumptions and on information currently available to management. We intend for such forward-looking statements to be covered by the safe harbor provisions for forward-looking
Slide 3: Dexcom at the core of effective care
Dexcom at the core of effective care What we want to reinforce today: Diabetes care remains a largely unmet global need and we are providing better health outcomes Our core US market has a significant runway for further growth International markets present major opportunities for geographic expansio
Slide 4: Strong 2021 Performance
Strong 2021 Performance pexcom 27% Revenue Growth Preliminary 2021 revenue expected to be approximately $2.448B, representing growth of more than 27%! over 2020 Added more than 300K customers during 2021. Now serving more than 1.25M globally Advanced several initiatives to broaden access and improve
Slide 5: 2022 Outlook
2022 Outlook ai) FY22 Guidance ga Considerations a» Revenue of $2.82 — 2.94 billion * CGM access and awareness momentum globally (~15 — 20% Growth) + Final year of significant US channel shift * Gross margin impact as G7 manufacturing scales * Strong year-over-year operating expense leverage y Key S
Slide 6: A global crisis that remains uncontrolled
A global crisis that remains uncontrolled Diabetes Diagnosis and Cost Adults (aged 20-79) with Diabetes Globally Source: IDF Atlas, 10th edition (2021) pexcom 537m in 2021 783m in 2045E Global Diabetes Related Health Expenditures USD USD 760 966 2019 2021 +27% Increase Past 2 Years
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Slide 12: Core US market — momentum and opportunity remain significant
Core US market — momentum and opportunity remain significant Insulin using population Access wins have created incu) sizable runway ~7m Our robust clinical evidence (DIAMOND, GOLD) laid the iT foundation for changes to standards of care for intensively managed diabetes. @ The US IIT market is now mo
Slide 13: Excellent progress on migration to pharmacy
Excellent progress on migration to pharmacy Pharmacy access leaves us well-positioned for long-term growth We anticipate reaching our target 75% pharmacy mix in f@ 2022 Target U.S. Commercial Pharmacy Mix: 75% Current U.S. Commercial Pharmacy Mix 1. Dexcom market research. Easier to Prescribe Primar
Slide 14: Workday HRIS integration
Programs Providers Workday HRIS integration Patients Payers
Slide 15: Type 2 diabetes: elements of an effective solution
Type 2 diabetes: 3 elements of an effective solution User Health Return on Engagement Outcomes Investment <3 .y 2 pexcom 5
Slide 16: Type 2 in 2022: Leveraging evidence into early commercial traction
Type 2 in 2022: Leveraging evidence into early commercial traction We are building a robust evidence base, with pilots and partnerships continuing to expand based on favorable CGM-driven results WW Intermountain’ Healthcare © onduo UT] cost savings per member per month! Glucose control drives medica
Slide 17: On track to achieve goal of tripling OUS TAM
On track to achieve goal of tripling OUS TAM New Geographies will more than __. triple our patient TAM by 2H 2023 2020:nvestor Day : ) New Geographies Core OUS Markets by 2H 2023! People using Additional people ‘mealtime insulin using mealtime insulin 1, _ Includes new countries, as well as countrie
Slide 18: Gaining market share internationally
Gaining market share internationally Improving Access * Increased or improved access for nearly 1 million individuals in 2021 in existing or core international markets Entering New Geographies Reducing Administrative Barriers Gaining Reimbursement a Driving Market Leveraging E-Commerce Platform ‘i ~
Slide 19: Dexcom ONE: Expanding access via software differentiation
Dexcom ONE: Expanding access via software differentiation Dexcom ONE broadens our international opportunity Leverages Gé hardware platform Redesigned software experience that targets ease of use Launched as a cash pay product through Dexcom e-commerce site Compelling price point SS SSS Represents fi
Slide 20: Dexcom ONE initial results
Dexcom ONE initial results Dexcom ONE launched in Bulgaria, Estonia, Latvia, and Lithuania weet @ pexcomone Since launch, Bulgaria and Estonia have taken steps to reimburse Dexcom ONE for their population with Type 1 diabetes pexcom Strong Early Demand Within the first 60 days, greater than 1% of th
Slide 21: The Dexcom CGM platform and data ecosystem
The Dexcom CGM platform and data ecosystem Differentiating through hardware and software Pump : Connectivity 7 Clarity RT API woe rO% ---- App-in-App pexcomGé Share & Follow----------------- : oe EHR Integration pexcomG7 Where We Are Where We Are Going * Developed Markets * Developing Markets + Type
Slide 22: G7: The new standard in CGM technology
G7: The new standard in CGM technology Fully Disposable Real-Time CGM rt) Factory Calibrated ¢@) iCGM Designed for amma Extended Wear ee | a Simple y Application a Significant & Manufacturing Cost Reduction Clarity Personalized Insights Wr 30-Minute Warmup Spas 7 ® 8 @ pexcom
Slide 23: G7 Trial Characteristics: N = 308 Matched Pairs = 39,193
Primary Special Control Metrics - Adult Trial Characteristics: 2 2 Special Controls G7 US G7 US 1 1 95% LB 95% LB Point Accuracy iCGM Glucose Range <70 mg/dL Percent within +/- 15 mg/dL 85.0 90.0 92.0 Percent within +/- 40 mg/dL 98.0 99.1 99.5 iCGM Glucose Range 70-180 mg/dL Percent within +/- 15% 7
Slide 24: G7: Advancing the Dexcom gold standard for sensor performance
G7: Advancing the Dexcom gold standard for sensor performance 8.1% 8.2% Pediatric MARD! Adult MARD! 1, Dexcom submitted a comprehensive S10{k) pre-market notification to the U.S. Food and Drug Administration for regulatory review of the Dexcom G7 CGM System in accordance with the CGM Special Control
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