Senseonics Holdings, Inc. · NASDAQ:SENS
Senseonics — Investor Presentation (May 2026)
25 slides from Senseonics's investor presentation, May 1, 2026
Slide 1: April 2026
April 2026
Slide 2: Forward-looking statements disclaimer
T h i s p r e s e n t a t i o n ha s b e e n pr e p a r e d by Se n s e o n i c s H o l d i n g s , I n c . ( t h e “ C o m p a n y , ” “ Se n s e o n i c s , ” “ w e , ” “ u s ” ) a n d i s m a de for i n fo r m a t i o n a l p u rp o s e s o n l y . T h e i n fo r m a t i o n s e t fo r t h h e r
Slide 3: Disruptive Potential
D i s r u p tive Po te ntial Add res s i n g key p a t ient p ai n p o i n t s i n a l a rg e , g r o wi n g an d u nd e r p e n e tra te d C G M m ar ket *Me d t ec h Ma r k et I n t ellige n ce R e p or t : C GM Ma r k et – Ma s s De v i c e ( O ct o b e r 2 0 2 5 ) . Fo c us e d St r a t e gy Exe
Slide 4: Preliminary Q1 Financial Information
Pre li mi n ar y Q1 20 2 6 F i n a n cia l I n f o r m a t i on* R e v e n u e $ 1 1 . 7M G r o ss P r o f i t $6 . 4M G r o ss M a r gi n 54% N et Lo ss ($ 3 1M – $3 3 M) C as h (as o f 3 / 31 / 26) $64. 6M H E RCUL ES L O A N A M E ND M E NT ** • I mm ediatel y A v ailable t o D ra w : $20 M 1 • P
Slide 5: Large and growing market dominated by similar products with drawbacks
Lar ge and g r ow i ng mark e t cu r r e ntly dom i nated by s i m i l a r pr o duc t s w it h s i g n i ficant draw b ac ks Th e mar k e t r emains s i g nif i can t ly underpen e t r a t ed S i g n i ficant unt a pp e d o p p or t unity t o e x pa n d mar k e t shar e an d dri v e r e v enue g r o
Slide 6: The world's first and only One Year CGM system
T h e w o r ld’s first and on l y On e Ye a r CGM sy s tem. P r o d u ct cla i m s o n t h i s s li d e are d e r i v e d f ro m s o u r ce s o n f ile at S e ns e o n i c s a n d u s e r m a n u al s o f com p eti t or p ro d u cts Long e st Lasting C GM Indust r y - Le a ding Surviva b ility Ex c
Slide 7: Empowering patients and enabling confident clinical decisions
* S o u r ce s o n f ile at S e ns e o n i c s. PAT I ENTS P R O VIDE RS E m p owerin g Pa t ien t s to L i ve a L i fe U nint e r r u p t e d Enabling C onf id e nt C lini c a l Dec i sions L on g e st L ast i n g C GM T h e only C G M that l a s ts f o r a y e a r , w h i l e t r aditiona l 1 0 –
Slide 8: Eversense benefit comparison
E v e r se n se Be n e fit Se n s o r L ifeti m e 15 days 15 days 365 d ays O n e y e ar o f m i n i m a l d is r u pt i o n s 1 - 3 Se n s o r S u r v ivabi l it y Rate 73 .9% 83 .1 % A d u lts 76 .8 % P eds 90 % M o st depen d a b le C G M 1 - 3 C om p ress i o n L o ws Ye s Ye s Virt u al l y n o
Slide 9: Insights from patients and practitioners
Insig h ts from patient s and pr a c t it i on e r s showcas e p r oduct di f fer e ntiation and r e a l - li f e b e nefits. sw i tc h fro m L i bre (Ab b ott) s w i t c h f r om De x com sw i tc h fro m Medt r on ic a r e ne w t o C GM New E v e r sense U s e rs
Slide 10: Capturing New Users and Switching Other CGM Users
Captu r ing New Use r s and Swit c h i ng Other CG M Use rs Tar g e t patient profiles Di s s ati s f i ed w i th C u r r ent C GM N e w to C GM T y p e 1 an d T y p e 2 To p pr e f e rre d f e atur e s of e x isting use rs A c c u ra cy Sen s o r Li fe Im p l a n t a b l e C o n v e n ienc ed N e w
Slide 11: Generating high-quality leads and efficient conversion
Focus on g e ne r ating h i g h - quality le a ds, in c r e asing r e ac h ability, ef f i c ient conver s ion D T C= W e b / S oc ia l T r aff ic H C P = T a r g e t A cc ou n ts D T C= W e b / S oc ia l T r aff ic H C P = T a r g e t A cc ou n ts L e ads Su b m itt ed *Di r e ct le a d e n tr y &
Slide 12: Commercial strategy delivered results in 2025
Our comme r c i al s tr a teg y deliv e r e d r e sult s in 2025; a s o lid foundation to ac c el e r a te g r owth. Cov e r e d No n - c o v e red c o v e r e d l i v es 2 0 2 4 2 0 25 New P atient Growth H C P D TC 2 0 2 4 2 0 25 Inse r te r Growth E x t e rnal Eo n C are 2024 2025 Presc r iber Gr
Slide 13: Access for over million lives
A c cess for ov e r 3 0 0 million lives In J anu a ry 2026, CMS upd a t e d t h e physici a n fe e sc h edule t o i n clude a 9% - 14% price i n c r ease for E v e r sense C P T c o des. Br o ad C o mm ercial a n d Me d icare co v er a ge f o r bo t h P ro d u ct a n d Proce d u re hc s c - lo go
Slide 14: Sales team structure
T erri t or y M anagers As s ocia t e T erritor y M an a ge rs R egional C lini c al M anagers Area M anagers
Slide 15: Expect to more than double Eon providers in 2026
We expe c t t o more th a n do u b l e the nu mb e r of Eo n prov i ders i n 2026 Le an in g i n to EO N f o r g r o wth F u t u re Gro w th A cc e l era t ors • E O N e x pans i on o f 5 0 + n ew pro vi d e rs o v er n e x t 12 m o n ths • Recruitm e n t p a rt n er c o n tr a c ted – acc e lerat i
Slide 16: Focused on executing strategy to unlock potential of Eversense 365
W e a r e fo c us e d on e xecu t ing ou r st r ate g y to unlock the pot e ntial of Eve r s e ns e 36 5. Expan d an d o p ti m iz e i n s e rt e r n etwo r k ( i n c . E O N Care s trat e gy) Fu r t h e r e x pand c o v e r a ge E n h a n c e P a tient affo rd ab i lity Evol ve o n b oar d i n g p
Slide 17: Product roadmap: Gemini and Freedom
N o t e : Ge m i n i a n d F r eed o m ro w s r ep r e s e n t t a r ge t m ile s t o n e s. P ro g ra m s i n de v el o p m e n t ( Ge m i n i a n d F r eed o m ) . P ro d u c t a tt r ibu t e s , s peci f ic a t i o n s , a n d de v el o p m e n t t i m elines s u bjec t t o r i sk s an d un ce r
Slide 18: Gemini: 2 products from 1 platform
Autonomou s Senso r Testing with Data Pr o cessing Cap a c i ty En a bling 2 P r oducts from 1 Platform Techn o logy E nhanc e d 36 5 sensor w it h i n t e g ra t ed bat t e r y; upd a t e d a l g o r it hm Us e Cases Ful l year use w it h 1 sensor an d 1 ca l /week T w o un i que p r o duc t s: C G
Slide 19: Freedom: elimination of transmitter via Bluetooth in sensor
Elimination Of Transmitte r By In c o r po r ating Blueto o th In T h e Sen s or Enhan c ed 3 65 sen s or with in t egra t ed b a tt e ry a nd Blue t oo t h communicatio n ; upda t ed a lg o rithm Int e n s ively m a n a ged p a ti e nts w h o wan t bet t er control + A l l ins u li n - u s ing pa t
Slide 20: Market constraints and step-change solution
• C G M adoption c apped b y dail y o n - bod y burden • Vi s ibili t y , sk in i ss ue s , ala r m s pe r s i s t despite c on t rol • R e s ear c h s ho w s QoL relie f re m ain s un m et • 1 - Y ear I mplan t abl e CGM • N O TR A N S M I TT ER re m o v e s t he s ingle bigges t ba r rier • W ould
Slide 21: User and clinician feedback on Freedom
“ T ha t w ou ld m a k e u s m o re l i k e l y to u s e it – j u s t l o o k a t y ou r p ho n e … no c ha r g in g ” P WD – T 1 D , E v e rs e n s e Us er “ P h e nomen a l … r e m o v in g t h e e x t e rn a l tr a n s m itt e r re s o l v e s G e m i n i ’s l i m it a ti o n s ” E ndo “[F r eedo
Slide 22: Regained Eversense commercial control
• Full contro l o f reso u rcing and str a te g ic direction • U.S. transition com p lete ; E u r opea n t arget Q 2 2026 • Brian H a n s e n as s u m e d role as Sen s eonics C h ief C o m m ercial Of f icer a n d c ontin u es to lead t h e comm e rcial organizat i on • E u ropean t ransition ser v
Slide 23: Sequel partnership: first AID integration
• Comme r cial develop m ent a g r eement a n no u nced in A pr il 2 0 25 • Partnershi p enables r ea l - time r eading s f r om Eversense® t o be r eceive d b y the t wii s t pump • R eading s u s ed in the L oop algorith m a u t o ma t ical ly ad j u s t ins u lin d elive r y a n d p r edi c t fut
Slide 24: Financials and capitalization
F i n a n c i a ls P r e li m . Q1 2026* Q1 2025 F Y 2025 F Y 2024 R e v e n u e $ 1 1 . 7 M $6 . 3M $35. 3 M $22. 5M Gr o ss Pr o f i t $6.4M $1.5M $1 5 . 8 M $0.5M N et Lo ss ($31 M – $33 M ) ($14 . 3 M ) ($69 . 1 M ) (78 . 6 M) C as h (as o f 3 / 31 / 26) $64. 6M C a p i ta li z a t i on B as i c
Slide 25: Unlocking potential. Accelerating growth.
Unlock i ng poten t ial . Accelerating growth.
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