10-QPeriod: Q3 FY2010

DEXCOM INC Quarterly Report for Q3 Ended Sep 30, 2010

Filed November 4, 2010For Securities:DXCM

Summary

DexCom, Inc. (DXCM) filed its Form 10-Q for the quarterly period ended September 30, 2010, on November 4, 2010. The filing highlights the company's continued focus on its continuous glucose monitoring (CGM) systems, specifically the SEVEN PLUS. While product revenue showed significant year-over-year growth, driven by increased sales volume, the company also reported substantial operating losses and an accumulated deficit. Key financial activities during the period included the conversion of all outstanding convertible senior notes, which eliminated long-term debt but resulted in a significant loss on extinguishment. The company also successfully completed a follow-on public stock offering in January 2010, raising approximately $33.0 million. Despite these capital-raising efforts, DexCom anticipates continued losses in the foreseeable future due to ongoing investments in research and development, sales, and marketing activities. Management believes current cash, cash equivalents, and marketable securities are sufficient to fund operations for at least the next twelve months, but potential future capital needs remain a consideration.

Financial Statements
Beta

Key Highlights

  • 1Product revenue increased significantly by 133% to $10.8 million for the three months ended September 30, 2010, compared to $4.6 million in the prior year period, driven by higher sales volume.
  • 2Despite the revenue growth, the company reported a net loss of $13.4 million for the third quarter of 2010, compared to a net loss of $13.5 million in the prior year period.
  • 3All outstanding 4.75% Convertible Senior Notes due in 2027 were converted into common stock during the nine months ended September 30, 2010, eliminating the company's long-term debt.
  • 4A loss on extinguishment of convertible debt of $8.5 million was recorded for the nine months ended September 30, 2010, due to the conversion of these notes.
  • 5The company raised $33.0 million in net proceeds from a follow-on public stock offering in January 2010.
  • 6Research and development expenses increased by 74% to $6.2 million for the third quarter of 2010, reflecting increased development efforts for ambulatory products.
  • 7Selling, general, and administrative expenses increased by 16% to $10.4 million for the third quarter of 2010, supporting revenue growth and product commercialization.

Frequently Asked Questions

DexCom's primary product is its continuous glucose monitoring (CGM) system, particularly the SEVEN PLUS model, designed for ambulatory use by individuals with diabetes. The company also develops systems for use by healthcare providers in hospitals.

For the quarter ended September 30, 2010, DexCom reported a significant increase in product revenue to $10.8 million, up 133% year-over-year. However, the company continued to incur operating losses, with a net loss of $13.4 million for the quarter.

A key event was the conversion of all outstanding convertible senior notes into common stock, which eliminated the company's long-term debt but resulted in a substantial loss on extinguishment. Additionally, DexCom completed a follow-on public stock offering in January 2010, raising approximately $33.0 million in net proceeds.

DexCom anticipates continued losses for the foreseeable future due to ongoing investments in product development, commercialization, and expansion of its sales and marketing infrastructure. Management believes its current cash and marketable securities are sufficient to meet operational needs for at least the next twelve months, but the company may seek additional financing if necessary.