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
: Appreciate the question. And congrats on a good quarter. Quentin, I want to maybe spend a little bit on the guidance here. You touched on new
patient expectations. Usually at the beginning of the year, at JPMorgan, when you give guidance, you give us a little flavor for how we should think
about revenue per patient and the headwind expected there for throughout the year as you shift into pharmacy and restructure some of your
negotiations on price and international. So I was wondering if you could give us a little bit more flavors. We're halfway through the year, what's
baked into guidance? And also, if you could spend some time walking us through the bottom line expectations. You put a fantastic adjusted EBITDA
this quarter. How much of that really is the new baseline? And if you could quantify how much was just deferred spending that we should expect
in the back part of the year.
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JULY 28, 2020 / 8:30PM, DXCM.OQ - Q2 2020 DexCom Inc Earnings Call
Question: Mathew Justin Blackman - Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst
: And Quentin, thanks for the color on new patient start headwind. I was hoping you could extend those comments to the installed base. Was there
notable change in attrition or utilization rates during the quarter first half of '20? And are you making any changes as to how you're thinking about
those same attrition utilization risks in this new guidance?
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consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
JULY 28, 2020 / 8:30PM, DXCM.OQ - Q2 2020 DexCom Inc Earnings Call
Question: Ravi Misra - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: It's Misra. I just want to pick your brains a little bit more around the reimbursement for some of this less intensive insulin management patients,
Steve or Kevin. Can you help out to think about what's the index, comps control in terms of what you think you need to do to establish that use
case in a kind of payment?
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