DexCom Inc Q3 2020 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Robert Justin Marcus - JPMorgan Chase & Co, Research Division - Analyst : Congrats on a nice quarter. Kevin, the topic de jure, that I think is the focus to most investors now is the competitive environment and the pricing environment, particularly between you and Abbott. You both have great products. It's a large market. We've got a lot of product updates, both from your competitor and today with G7, moving into trials here and a launch in second half of next year, now with a 10-day product. How should people think about the increasing -- I know I don't want to put the word out there, but similarity of the options from the 2 products and how to think about the ongoing price differential in the pharmacy? I know you've talked about this before, but I just think it's important to reiterate the answer here given the focus for investors.

Question: Mathew Justin Blackman - Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst : I wanted to touch on the comment from Steve about sampling. And if you indulge, I'll just have 2 intertwined questions on the topic. The first one is, how should we think about the potential impact of sampling on type 2s versus type 1s? Would you expect it to be more impactful for type 2s than type 1s? And then the follow-on to that is we actually did talk to a doc last week that I'll say very gruffly told us you had begun sampling his practice for the first time. And he said you expected something like 50% conversion of his first, call it, 20 patients or so into paying customers. That sounds like that would be a home run if that was broadly true, but help us understand how you're going to measure success or ROI on this new initiative?