Dexcom (DXCM) is the largest provider of continuous glucose monitoring system and software. They reported earnings April 28 and missed on EPS but beat on revenue. George Tsilis discusses the miss on EPS and explains Dexcom is aggressively spending on technology and capital expenditures. He compares it to its peers Abbott Labs and Medtronic. Morgan Stanley keeps an outperform rating on Dexcom but lowered its price target to $492 from $514, says George. George explains his bullish short put trade. Tune in for the full discussion.
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