Leerink analyst Danielle Antalffy continues to see upside in shares of DexCom after hosting investor meetings with management. The meetings reinforced the analyst's confidence that near-term guidance beatable and that the Street continue to underestimate both the pace of adoption ramp in the current Type 1 patient population and DexCom's "still-strong" competitive advantage even as new entrants come to market. She believes the company's 2018 guidance is "extremely conservative" and reiterates an Outperform rating on the shares with a $170 price target.