dexcom ua (DXCM) cov khoom lag luam poob rau hnub Monday tom qab Lub Chaw Tswj Xyuas Khoom Noj thiab Tshuaj tau tshem tawm Abbott Laboratories (ABT) txhawm rau ua ke nws lub cev hnav cov tshuaj tiv thaiv kab mob nrog cov twj tso kua tshuaj insulin.
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Qhov kev txav no ua rau Abbott sib npaug nrog Dexcom hauv khw muag ntshav qab zib, Evercore ISI tus kws tshuaj ntsuam Vijay Kumar tau hais hauv tsab ntawv ceeb toom. Yav dhau los, tsuas yog Dexcom's kev soj ntsuam cov piam thaj tas li tuaj yeem txuas nrog cov twj siv tshuaj insulin. Tam sim no, Abbott's Freestyle Libre tau koom nrog kev sib xyaw. Thiab, qhov tseem ceeb, Freestyle Libre raug nqi tsawg dua Dexcom's G6 thiab G7 li, Kumar tau hais.
Qhov no "ua rau cov lus nug seb Libre puas tuaj yeem tau txais qhov kev tso kawm zoo tshaj plaws mus rau yav tom ntej," nws hais. "Cov kev tso kawm ntawv yuav muaj feem cuam tshuam rau cov neeg mob them nyiaj tawm ntawm lub hnab ris. Ib qho kev xaiv zoo tshaj plaws rau Libre tuaj yeem tso nws rau kev sib koom zoo dua hauv kev lag luam loj 2. "
Nyob rau Tshuag lag luam hnub no, Dexcom Tshuag skidded 7.9% thiab kaw ntawm 113.25. Abbott Tshuag poob 1.6% rau 102.75.
Dexcom Tshuag Dives Ntawm Abbott Txoj Xov Zoo
Tshwj xeeb, FDA tau tshem tawm Abbott's Freestyle Libre 2 thiab Freestyle Libre 3 cov tshuaj tiv thaiv kab mob txuas ntxiv, lossis CGMs, rau kev sib koom ua ke nrog cov khoom siv tshuaj insulin. Cov khoom siv tam sim no tso cai rau cov menyuam yaus hnub nyoog qis dua 2 xyoos, siv los ntawm cov poj niam cev xeeb tub thiab ntev txog 15 hnub ntawm ib zaug.
"Peb lub hom phiaj yog ua kom kev kho mob ntshav qab zib kom yooj yim li sai tau," Jared Watkin, tus lwm thawj coj loj ntawm Abbott qhov kev saib xyuas ntshav qab zib, tau hais hauv tsab ntawv sau tseg.
Evercore's Kumar tau sau tseg tias Abbott cov cuab yeej twb raug tshem tawm hauv Asmeskas Tab sis Abbott yuav tsum tau khiav ib qho kev tshawb fawb ntxiv los ua pov thawj tias lawv tuaj yeem ua ke nrog cov twj siv tshuaj insulin.
"Raws li lub sijhawm ntawm FDA tshem tawm, Txoj Kev tau cia siab tias yuav muaj kev tshem tawm cov tshuaj insulin (automated insulin) tshem tawm ntawm Libre 2 thawj zaug, nrog Libre 3 muaj feem cuam tshuam rau ib nrab xyoo 2023," nws hais. "Libre 3 tau txais kev tshem tawm (automated insulin xa) nrog rau Libre 2 yog ua ntej ntawm Txoj Kev Cia Siab thiab yog qhov zoo."
Nws khaws nws qhov kev ua tau zoo tshaj plaws thiab 114 tus nqi phiaj ntawm Abbott Tshuag.
Tus Nqi Kho Mob Siab Ua Si
Cov xov xwm xa Dexcom Tshuag poob ze rau nws 50-hnub txav nruab nrab, Raws li MarketSmith.com. Shares yog consolidating nrog ib tug muas point ntawm 125.65.
Dexcom shares kuj tseem muaj zog IBD Ntsuam Xyuas Lub Zog Muaj Zog ntawm 93. Qhov no ua rau lawv nyob rau saum 7% ntawm tag nrho cov khoom lag luam nyob rau hauv cov nqe lus ntawm 12-hli kev ua tau zoo. Cov Puas Ntsuam Xyuas ntawm 95 tso Dexcom Tshuag ntawm cov thawj 5% thaum nws los txog rau kev ntsuas thiab kev ntsuas.
Ua raws li Allison Gatlin ntawm Twitter ntawm @IBD_AGatlin.
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Tau qhov twg los: https://www.investors.com/news/technology/dexcom-stock-pummeled-as-rival-abbott-steps-up-in-diabetes/?src=A00220&yptr=yahoo