Only about 13% of TAM is DXCM’s TAM to make quick use of acronyms. For the other 87%, as Nilvest describes, CGM use is still in the future if ever. In fact a CGM device is mostly an unnecessary expense for the vast majority of the TAM if the patient follows through w Livongo.
Even w this said, Livongo has many patients as customers who are using CGM devices and there is much more to this than just communicating the stats. If there was not DXCM would have no need to bring in a Livongo to add more value to their product.
Tinker