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DexCom warning letter ‘not thesis changing,’ says BofA

DexCom warning letter ‘not thesis changing,’ says BofA

BofA keeps a Buy rating on DexCom (DXCM) with a $105 price target after Dexcom announced it received a warning letter from the FDA. Importantly, there is no expected impact to the timing of 15-day FDA approval or to the company’s manufacturing capacity and its 2025 revenue guidance was reiterated, the analyst tells investors in a research note. The firm believes the warning letter is “unfortunate but not thesis changing.”

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