Senseonics Holdings, Inc. · NASDAQ:SENS
Senseonics — Investor Presentation (May 2025)
22 slides from Senseonics's investor presentation, May 15, 2025
Slide 1: Eversense CGM System Corporate Overview May 2025
1 Eversense® CGM System THE WORLD’S FIRST AND ONLY LONG-TERM CONTINUOUS GLUCOSE MONITORING SYSTEM Corporate Overview May 2025
Slide 2: Forward-looking Statements
2 Forward-looking Statements Any statements in this presentation about future expectations, plans and prospects for Senseonics and its business, including statements regarding managements plans, objectives and goals for future operations, expectations for future financial or other performance, state
Slide 3: Our Mission
3 To transform lives in the global diabetes community with differentiated, long-term implantable glucose management technology. OUR MISSION
Slide 4: Targeting the large and growing Type 1 and Type 2 diabetes populations
4 Senseonics is targeting the large and growing Type 1 and Type 2 diabetes patient populations with the first-and-only, long-term, convenient and accurate continuous glucose monitoring systems Senseonics has the first and only fully-implantable continuous glucose monitor (CGM) that lasts for one yea
Slide 5: Management
5 Timothy Goodnow, PhD President & Chief Executive Officer Mukul Jain, PhD Chief Operating Officer Francine Kaufman, M.D. Chief Medical Officer Rick Sullivan Chief Financial Officer Management
Slide 6: High Growth Market: CGM Fastest Growing Diabetes Technology Segment
6 $5.5 $7.1 $8.1 $9.8 $11.6 $13.8 0 2 4 6 8 10 12 14 2020 2021 2022 2023 2024 2025E Revenue in Billions ($) High Growth Market CGM Fastest Growing Diabetes Technology Segment Globally* Estimated U.S. CGM Penetration, ~80% US Type 1 & ~35% US IT 20% CAGR *Estimates for top 4 CGM companies (Dexcom, Ab
Slide 7: Eversense CGM System Addresses Unmet Needs
7 Therapeutic indication for 18 yo and older. *In the ENHANCE study, Mean Absolute Relative Difference (MARD) of 8.8% was observed in the Eversense® 365 Sensor, and MARD of 9.1% was observed in primary Sensor. See “About Eversense” slide 2 for label and safety information. • CGM that lasts for 12 mo
Slide 8: Strong and Expanding Reimbursement Access
8 Strong and Expanding Reimbursement Access For Over 300 Million Lives In April 2025, CMS updated the 2025 physician fee schedule, providing reimbursement for a full year of usage with Eversense 365 retroactive to January 1, 2025 for all eligible Medicare beneficiaries Broad Commercial and Medicare
Slide 9: Eversense US Patient Profiles
9 Eversense US Patient Profiles1 Capturing New Users and Switching Other CGM Users Target patient profiles 1 Senseonics Analysis ² Ascensia internal data Dissatisfied with Current CGM New to CGM Type 1 and Type 2 Top preferred features of existing users Accuracy Sensor Life Implantable Convenience T
Slide 10: Broad Partnership with Ascensia Diabetes Care
10 • Broad Partnership Features Global Commercialization and Financing Arrangements with Leader in BGM • ASCENSIA is the Exclusive Worldwide Distribution Partner for Eversense® 365 and next generation product • Senseonics to Focus Streamlined Operations on Manufacturing, Research and Development of
Slide 11: Ascensia Diabetes Care – Senseonics' Commercial Partner
11 Ascensia Diabetes Care – Senseonics’ Commercial Partner Brian Hansen President of CGM for Ascensia Diabetes Care and former Chief Commercial Officer of Tandem Diabetes Four pillars commercial strategy Comprehensive Direct to Consumer Marketing Campaign to Build Awareness > 50 inside sales reps ca
Slide 12: A Better Solution for Optimal Patient Care
12 A Better Solution for Optimal Patient Care PATIENTS PROVIDERS Empowering Patients to Live a Life Uninterrupted Enabling Confident Clinical Decisions Longest Lasting CGM The only CGM that lasts for a year, while traditional 10–15-day CGMs often fail early* No More Wasted CGMs Removable smart trans
Slide 13: Eversense Commercial Launch
13 Eversense 365 Commercial Launch
Slide 14: Commercial Growth Driven by Eversense Launch
14 Commercial Growth Driven by Eversense 365 Launch Patient installed base increased 56% in 2024, beating target growth of 50% 77% of patients switched from Dexcom, Libre, and Medtronic 81% Increase in U.S. Eversense providers YoY DEMAND CONVERSION 1/3 69% of new patients are Type 2 users 72% Everse
Slide 15: Hospital System Opportunity Overview
15 Hospital System Opportunity Overview Market Potential • Over 1,800 Accountable Care Organizations • 400 health systems • ~500,000 hyperglycemic and hypoglycemic events annually resulting in hospitalization cost over $25K per event Multiple Potential Revenue Streams $413B Total Cost of Diabetes In
Slide 16: New Strategic Partnership with Sequel Diabetes
16 New Strategic Partnership with Sequel Diabetes First Automatic Insulin Delivery Pump Partnership Executed • Commercial development agreement announced in April 2025 • Partnership to enable real-time readings from Eversense® to be received by the twiist pump • Readings used in the Loop algorithm t
Slide 17: New Strategic Partnership with Sequel Diabetes
16 New Strategic Partnership with Sequel Diabetes First Automatic Insulin Delivery Pump Partnership Executed • Commercial development agreement announced in April 2025 • Partnership to enable real-time readings from Eversense® to be received by the twiist pump • Readings used in the Loop algorithm t
Slide 18: Product Vision
18 PRODUCT VISION Uniquely differentiated long-term technology solution with multiple product configurations with AID and Smart Pen integration SENSOR All Diabetes Patient Segments For Type 1 and Type 2 Patients On Demand and Continuous Monitoring NO sensor change for 1 year NO daily calibration req
Slide 19: Gemini System
19 Gemini System Autonomous Sensor Testing with Data Processing Capacity Enabling 2 Products from 1 Platform Use Case Target Technology Enhanced 365 sensor with integrated battery; updated algorithm Intensively managed patients who want better control + All insulin-using patients + Non-insulin patie
Slide 20: Freedom System
20 Enhanced 365 sensor with integrated battery and Bluetooth communication; updated algorithm Intensively managed patients who want better control + All insulin-using patients + Non-insulin patients Use Case Target Technology Full year use with 1 sensor and 1 cal/week No transmitter included in the
Slide 21: Portfolio Overview & Potential Catalysts
21 2024 2025 2026 2027 2028 Eversense® 365 World’s first one-year sensor Gemini One-year sensor with battery for continuous and optional point-in-time reading Freedom No transmitter included in the System. Direct communication between sensor and handheld Portfolio Overview & Potential Catalysts Prog
Slide 22: Thank You
22 Thank You Corporate Overview May 2025
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