Dexcom Leading CGM Further May 2017 1 Safe Harbor Statement This - - PowerPoint PPT Presentation

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Dexcom Leading CGM Further May 2017 1 Safe Harbor Statement This - - PowerPoint PPT Presentation

Oct 11, 2023 408 likes •663 views

Dexcom Leading CGM Further May 2017 1 Safe Harbor Statement This presentation contains forward-looking statements that are not purely historical regarding DexComs or its managements intentions, beliefs, expectations and strategies for

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Dexcom

Leading CGM Further

May 2017

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This presentation contains forward-looking statements that are not purely historical regarding DexCom’s or its management’s intentions, beliefs, expectations and strategies for the future. All forward-looking statements and reasons why results might differ included in this presentation are made as of the date of this presentation, based on information currently available to DexCom, deal with future events, are subject to various risks and uncertainties, and actual results could differ materially from those anticipated in those forward-looking

  • statements. The risks and uncertainties that may cause actual results to differ materially

from DexCom’s current expectations are more fully described in DexCom’s annual report on Form 10-K for the period ended December 31, 2016, as filed with the Securities and Exchange Commission on February 28, 2017, its most recent quarterly report on Form 10-Q for the period ended March 31, 2017, as filed with the Securities and Exchange Commission

  • n May 2, 2017, and its other reports, each as filed with the Securities and Exchange
  • Commission. DexCom assumes no obligation to update any such forward-looking statement

after the date of this report or to conform these forward-looking statements to actual results.

Safe Harbor Statement

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CGM & Diabetes Management

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Diabetes Management Ecosystem

  • Pens
  • Disposable Pumps
  • Durable Pumps and

Supplies

  • Insulins
  • Other T2 Compounds
  • Other Medications
  • Blood Glucose Meters
  • Continuous Glucose Monitoring
  • Other
  • Algorithms
  • Outcome

Measurement

  • Decision Support &

Coaching

  • Clinicians
  • Hospitals
  • Education

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Cardiovascular disease Blindness Kidney failure Nerve degeneration Diminished cognitive function Loss of consciousness Potential death

HEALTHY GLUCOSE RANGE

INSULIN INTENSIVE (T1+T2)

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Of the time patients are

  • utside healthy range

70%

INSULIN INTENSIVE (T1+T2)

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1) Murata GH, Hoffman RM, Shah JH, Wendel CS, Duckworth WC: A probabilistic model for predictinghypoglycemia in type 2 diabetes mellitus: the Diabetes Outcomes in Veterans Study (DOVES). ArchIntern Med 2004;164:1445–1450

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210 280 350 2 4 6 8 10 12 14 16 18 20 22

Glucose (mg/dl) Time (hours)

Intermittent monitoring is not enough.

24 120

SMBG*

HEALTHY GLUCOSE RANGE

140 80

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*Self Monitoring of Blood Glucose (SMBG)

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210 280 350 2 4 6 8 10 12 14 16 18 20 22

Glucose (mg/dl)

HEALTHY GLUCOSE RANGE

Time (hours)

140 80

Intermittent monitoring is not enough.

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DANGEROUS LOW FOR 1 HOUR OVER 4 HOURS ABOVE 210 BEFORE SMBG ABOVE 140 FOR 13.5 HOURS

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CGM

*Self Monitoring of Blood Glucose (SMBG)

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G5 Mobile (2015)

Leading Performance Starts with Accuracy

G6 raises the bar

17%

STS 3-Day (2006) SEVEN (2007) SEVEN Plus (2008) G4 PLATINUM (2012) G6 Single Cal (Pre-Pivotal) G6 No Cal (Pre-Pivotal) 30% 25% 20% 15% 10% 5% 0%

Accuracy (MARD) %

Dexcom System MARD* by Generation

16% 13% 9% 26% 8% 9%

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* Mean Absolute Relative Difference (MARD) between CGM readings and blood glucose readings

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Performance that drives outcomes

DIaMonD results published in JAMA demonstrated a 1.0% reduction in mean A1c from baseline with CGM alone3

8.6% 8.1% 8.2% 8.6% 7.6% 7.7%

Mean HbA1c, %

Usual care CGM Baseline Week 12 Week 24

1) Diabetes 1996;45:1289-1298; Lancet. 1998; 352:837-853. 2) American Diabetes Association. Eeg-Olofsson K, et al "HbA1c reduction and risk of cardiovascular diseases in type 2 diabetes: An observational study from the swedish NDR" ADA 2012 3) JAMA. 2017;317(4):371-378

1%-point or greater drop in A1c reduces long-term complication rates by ~40%1,2

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Dexcom is the leader in continuous glucose measurement

Performance Adherence Cost

  • Industry leading

performance expected to improve with G6 & G7

  • Completely eliminate

finger sticks

  • Patient experience:

New applicator, smaller size, ease-of-use

  • Connectivity: Share,

Android, insulin delivery & data integration

  • Longer duration

sensors, next generation transmitter, Verily

  • Novel business

models

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Our Strategy

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Non-Adjunctive Claim

The first & only CGM approved by the FDA as a replacement for finger stick testing for diabetes treatment decisions

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Dexcom has the only “therapeutic CGM” system covered by Medicare

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January 12, 2017

  • CMS announces the determination of a benefit

category and coverage for therapeutic CGM by CMS

  • Dexcom’s G5 Mobile CGM system is currently

the only CGM classified by the FDA as a non- adjunctive / “therapeutic” device March 24, 2017

  • CMS publishes article clarifying criteria for coverage

and coding of Dexcom’s G5 Mobile CGM System

  • Patients with either Type 1 or Type 2 diabetes who

intensively manage their insulin are cleared to obtain reimbursement under Medicare & Medicaid

 

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G6: Focused on the patient experience

  • Size Reduction
  • 1x per Day Calibration
  • 10 Day Use Life
  • Interference Blocking
  • Performance Improvement

G6 1/day1

ADULTS

646 7.2% 99.4% 95 7.3% 100%

G6 No Cal1

1009 8.8% 95.5% 165 9.8% 94.5%

ALL DATA

Day 1 Overall

G5 2/day1 G6 1/day1

ALL DATA

N MARD2 %20/203 2263 9% 93% 993 8.1% 96.1% N MARD2 %20/203 680 10.7% 84% 161 10.4% 90.1%

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1) Represents calibrations required 2) Mean Absolute Relative Difference (MARD) between CGM readings and blood glucose readings 3) Proportion of sensor values within ±20 mg/dL of the YSI reference value for glucose levels ≤80 mg/dL and ±20% at YSI glucose levels >80 mg/dL * Note: G6 data is pre-pivotal

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+

  • Factory Calibrated
  • 14 Day Use Life
  • Real-Time CGM
  • Single-use Transmitter
  • Significant Cost Reduction1

The Future of CGM Technology

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1) Cost reduction targeted for second generation sensor

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This is one of the largest public health crises

  • f our time

2025 1980 2014 700 400

MILLIONS

INSULIN INTENSIVE (TYPE 1 + TYPE 2) NON-INTENSIVE TYPE 2 PRE-DIABETES

Source: NCD Risk Factor Collaboration, Published April 2016

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We have made progress

$0 $100 $200 $300 $400 $500 $600 $700 2012 2013 2014 2015 2016

Revenue ($MM) 18

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US Intensive Insulin Population

T1 / T2 CGM T1 SMBG T2 Intensive SMBG

~3 million US patients

US CGM patients

US Total Diabetes Population

T1 / T2 CGM T1 SMBG T2 Intensive SMBG T2 Non-Intensive

~30 million US patients

Current US CGM patients

But, we have only just started

T2 Non-Insulin

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Note: Germany reimbursement decision increases OUS reimbursable patient opportunity by 500,000 intensive insulin patients. 1) Chart source: As of 2016; patient populations are approximate based on internal company estimates. 2) On January 13, 2017, the U.S. Centers for Medicare & Medicaid Services cleared Dexcom’s G5 Mobile CGM system as eligible for Medicare & Medicaid coverage.

Medicare coverage2 T1 – 300K (est.) T2 – 500K (est.)

1 1

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We are driving a paradigm shift in diabetes management

Over time, CGM will help answer more key questions for all patients with diabetes

Are her lifestyle changes having an impact? Is the $400/month medicine she is taking working? Will she need to start using needles in the near future? Is it safe to walk home from school? Go to baseball practice? How will his glucose behave in the next few hours? Should he give himself insulin now?

NON- INTENSIVE (T2) INSULIN INTENSIVE (T1+T2) 20

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Illustrative T2 CGM Impact

235 mg/dL

Average glucose (CGM)

167mg/dL

Average glucose (CGM)

82.7% HIGH 17.3% IN RANGE 0.0% LOW

Time in range

46.9% HIGH 52.6% IN RANGE 0.5% LOW

Time in range

29%

DECREASE IN AVERAGE GLUCOSE

3X

IMPROVEMENT IN TIME-IN-RANGE

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CGM will be a key element of cost reduction in diabetes management

  • Many diabetes cost questions are unanswered
  • When does a patient move to insulin – long-acting/fast acting?
  • What is the actual cost and therapeutic benefit of sophisticated insulin delivery systems?

CGM?

  • Can we predict and identify those at risk for expensive hospitalizations and keep these

patients from re-admission when they leave and shorten their stay?

  • Is the patient actually taking the medications that the system is providing them?
  • All of our future systems will be designed to produce the data necessary to answer these

and many other questions

  • We are aiming to reduce our costs on the systems and striving to make CGM available to

everyone

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A technology that can deliver benefits to every healthcare constituent through improved outcomes and reduced costs

CLINICIANS PATIENT POPULATIONS PAYOR

Navigate day to day decisions; feedback loop for precision understanding

  • f glucose response

Navigate who needs more attention; develop hyperpersonalized treatment plans Deeply understand efficacy of treatment to better target care to improve outcome, while reducing cost Insight on what approaches have driven impact for others with similar physiology

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Making it possible to change their future.

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