The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Robert Justin Marcus - JPMorgan Chase & Co, Research Division - Analyst
: I really want to focus on G7 and the future of the technology. This is a big question that investors have unanswered is really what differentiates G7
from the competition and how do we think about all the hundreds of millions of dollars of R&D that you're spending. So I was hoping you could
just touch on why G7 will be different from what we see future iterations from your competition. And where people should really think about the
next leg of innovation? You bought TypeZero, we haven't heard much about that. How do we think about what's beyond G7 as exciting as it is?
Question: Mathew Justin Blackman - Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst
: Just reflecting on the push into the primary care community. I guess the first question is, how important is primary care penetration to the 15% to
20% LRP or the 5 points of growth for non-intensive, however you'd like to frame it?
And beyond increasing, let's call it, feet on the street and sampling, is there anything that needs to be refined in terms of the technology or even
the data presentation to get after these clinicians? I'm just thinking through the burden on primary care physicians today and perhaps a lower
threshold to interpret and interrogate data in general and CGM, specifically.
Question: Ravi Misra - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: I hope you can hear me okay.
Question: Ravi Misra - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: So I just wanted to get a little bit more clarity, no pun intended, on the type 2 opportunity. You've talked a lot about that today, I think, more so
than the last few -- the last Analyst Day, at least. Just help us understand the segmentation of that space, if you will. I think kind of the dream
opportunity is anyone who's -- first, it was intensive insulin, now it's non-intensive insulin. How about in that non-intensive insulin segmentation,
what's kind of factored into your ramp assumptions? What kind of patient do you think is best kind of positioned to benefit from your technology,
at least now, near term, medium term, long term? And how do you intend to go after those subsegments of the type 2 market?
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