Dexcom Upgraded to Narrow Moat on Strength of Intangible Assets

Dexcom enjoys a well-established track record for introducing the most precise sensors for use in its continuous glucose monitors. On the strength of its technology, Dexcom has captured an impressive slice of this CGM market, despite a recent wave of innovation in the diabetes device market that has intensified competitive pressure. Dexcom has done a credible job of adapting and fending off competition from Abbott and Medtronic.