Senseonics Holdings, Inc. · NASDAQ:SENS
Senseonics — ADA Analyst Event 2025
35 slides from Senseonics's conference presentation, June 2025
Slide 1: The world's FIRST and ONLY long-term continuous glucose monitoring system
The world’s FIRST and ONLY long-term continuous glucose monitoring system ADA Analyst Event June 2025 1
Slide 2: Welcome and Introduction
Welcome and Introduction Tim Goodnow 2
Slide 3: Forward-looking Statements
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 revenue, patient volumes, cash use or needs, p
Slide 4: Agenda
Agenda One Welcome and Introduction Tim Goodnow, PhD- President and Chief Executive Officer Senseonics Technology and Pipeline Two Mukul Jain, PhD- Chief Operating Officer Senseonics Financial Update Three Rick Sullivan- Chief Financial Officer Senseonics Commercial Strategy Four Brian Hansen- Presi
Slide 5: Driving Shareholder Value
Driving Shareholder Value Commercial investment in successful direct-to- Investment and consumer advertising CE Mark Approval Deliver on execution to accelerate patient GEMINI System pipeline Integration & launch with and revenue milestones Sequel twist growth FREEDOM System European launch Eversens
Slide 6: High Growth Market
High Growth Market CGM Fastest Growing Diabetes Technology Segment Globally* with > 10 million patients Actual Global CGM Market Size ~ 20% CAGR 14 $13.8 12 $20B+ Revenue in Billions ($) $11.6 10 Annual US Total $9.8 8 Addressable Market $7.1 $8.1 Opportunity** 6 $5.5 4 2 0 *Estimates for top 4 CGM
Slide 7: Eversense Projected Patient Ramp
Eversense Projected Patient Ramp We achieve breakeven at less than 1% market share 60,000 0.60% 50,000 0.50% Eversense Patients Market Share 40,000 0.40% Projected Break Even 30,000 0.30% 20,000 0.20% 10,000 0.10% - 0.00% 2023 2024 E 2025 E 2026 E 2027 E Patients Market Share Target patient counts a
Slide 8: First Strategic Partnership: Sequel Diabetes
First Strategic Partnership: Sequel Diabetes Initial Automated Insulin Delivery Partnership Executed • Commercial development agreement announced in April 2025 • Partnership to enable real-time readings from Eversense® to the twiist insulin pump • Readings used in the Loop algorithm to automatically
Slide 9: Technology and Pipeline
Technology and Pipeline Mukul Jain, PhD 9
Slide 10: Technology Overview Video
Technology Overview Video Click here to view video 10
Slide 11: Product Vision: Sensor
PRODUCT VISION Uniquely differentiated long-term technology solution with multiple product configurations with AID and Smart Pen integration SENSOR All Diabetes Patient Segments NO sensor change for 1 year NO daily calibration required NO transmitter on body For Type 1 and Type 2 Patients On Demand
Slide 12: GEMINI: Designed for Flexibility
GEMINI: Designed for Flexibility Product applications for Patients with Type 1& 2 diabetes TECHNOLOGY Real-time CGM Enhanced Eversense 365 platform with transmitter sensor with integrated battery • First CGM with no on-body transmitter • Designed for monitoring on your terms • A simple swipe for rea
Slide 13: Gemini System
GEMINI SYSTEM Target pivotal study start – Q4 2025; Commercial launch Q4 2026 Battery Development Complete Feasibility study Complete 20 Assessed key differences from Eversense 365 Available capacity (mAh) 18 • Insertion experience (size) 16 ~5 months excess battery life 14 • Scan feature 12 10 • Ba
Slide 14: FREEDOM SYSTEM: Free From a Transmitter and On-body/Visible Sensor
FREEDOM SYSTEM: Free From a Transmitter and On-body/Visible Sensor INCORPORATING BLUETOOTH IN THE SENSOR TECHNOLOGY Enhanced 365 sensor with integrated battery and Bluetooth communication; updated algorithm USE CASE Full year use with 1 sensor and 1 cal/week No transmitter included in the System Dir
Slide 15: Freedom System: Key technology advancements beyond Gemini
15 FREEDOM SYSTEM Key technology advancements beyond GEMINI System Sensor ASIC • No change from Gemini Battery (Integer) • Gen 2 chemistry, same form factor • Functional prototypes completed • Design verification Q4 2025 Bluetooth • Used widely in implantable devices • Technology development - minia
Slide 16: Freedom System
16 FREEDOM SYSTEM Functional system Q4 2025, Target pivotal study start Q4 2026; Commercial launch Q4 2027 Bluetooth Design • Off-the-shelf BLE chip Sensor ASIC (2) one side • Custom Antenna (Chip and coil design) o Completed bench level characterization Bluetooth circuit on other side (chip antenna
Slide 17: Portfolio Overview & Potential Catalysts
Portfolio Overview & Potential Catalysts 2024 2025 2026 2027 2028 Eversense® 365 Approval with CE Approval EU Launch World’s first one-year sensor iCGM designation Expected Expected Gemini Complete One-year sensor with battery Submit Commercial feasibility for continuous and optional IDE Launch tria
Slide 18: Financial Update
Financial Update Rick Sullivan 18
Slide 19: Strengthened Balance Sheet
Strengthened Balance Sheet May 2025 Financing Public offering of $57.5 million led by new institutional investors Raised $77.8 million in gross proceeds Private placement of $20.3 million from Abbott Projected cash runway Now extended to 2027 Freedom Commercial Launch 1 2 3 Support product Provide g
Slide 20: Financial Snapshot
Financial Snapshot Financial Guidance FY 2024 Revenue $22.5M $34M - $38M (+51% - 69%) FY 2025 Revenue Guidance One-third in H1, two-thirds in H2 FY 2025 Cash Utilization Guidance $50M - $60M (will be high end of the range) FY 2025 Margin Guidance 25 – 30% Through development and commercialization of
Slide 21: Commercial Strategy
Commercial Strategy Brian Hansen 21
Slide 22: Comprehensive Commercial Strategy
Comprehensive Commercial Strategy Focus on increased awareness and access to Eversense Ascensia’s CGM Prescribers and Inserter Division Inserters Network Dedicated unit with independent US: Growing inserter network of ~ Eon Care established to resources to drive Eversense® 800 certified inserters an
Slide 23: Eversense 365 Commercial Launch - DTC Campaign
Eversense 365 Commercial Launch - DTC Campaign 23
Slide 24: Continued Eversense 365 Launch Momentum
Continued Eversense 365 Launch Momentum On target for 12,000 patients by year end First half year launch momentum continues Positioned well for a strong second half Leads continue to increase with strong conversion rates Broad Commercial and Medicare coverage for 365 in place Senseonics contribution
Slide 25: Insertion Strategy - Our Two-Pronged Approach to Scale Access
Insertion Strategy - Our Two-Pronged Approach to Scale Access Why this matters Eversense CGM requires an in-office insertion step and removing that coordination hurdle unlocks scale adoption Our two-pronged solution 1. Empower providers who want to insert in-house with training, tools, reimbursement
Slide 26: Building a Scalable Insertion Platform
Building a Scalable Insertion Platform What Is EON Care? Senseonics subsidiary purpose-built, mobile provider practice delivering procedure access Serves patients whose providers are not trained or too busy Why It Scales Centralized scheduling & logistics Built-in CPT 0446T/0447T/0448T reimbursement
Slide 27: Demystifying the Insertion Process
Demystifying the Insertion Process Click here to view video 27
Slide 28: Clinician Perspective
Clinician Perspective G a r y G ra f , N P, A P R N Cotton O’Neil Diabetes and Endocrinology Center 028
Slide 29: Endocrinology Specialties Providers
__ Stormont Vail Specialties Prov iders Endocrinology Diabetes Thyroid disorders 17 Providers 9 Endocrinologists + 8 NPs Topeka, KS Adrenal disorders Pituitary gland problems Patients Infertility ~3000 patients with diabetes ~50% on Insulin Osteoporosis Growth hormone deficiency Cholesterol problems
Slide 30: The Procedure
__ The Procedure Procedure only takes a few minutes • ~15-minute, in-office visit • Drops seamlessly into normal clinic workflow • Local anesthetic – minimal discomfort • Personal, high-value provider-patient • Tiny incision, no stitches – same-day interaction recovery 030
Slide 31: Provider-Performed Procedures
__ Prov ider-Performed Procedures Seamless and Scalable • Started as one Friday afternoon block — since added Tue PM + Wed AM • 7–8 insertions per week without schedule disruption • 700-800 total insertions seamlessly integrated to date • Workflow handled by trained MAs and front- desk staff • Fair
Slide 32: Early Challenges, Easily Overcome
__ Early Challenges, Easily Overcome Getting Started Practice Benefits Quick in-office training; minor Clear differentiator in our market workflow tweak Reliable CPT revenue stream 15-minute slot fits routine Generates new patient referrals schedule MAs/front desk slide easily into new roles Patient
Slide 33: Closing Remarks
Closing Remarks Tim Goodnow 33
Slide 34: Driving Shareholder Value
Driving Shareholder Value Commercial investment in successful direct-to- Investment and consumer advertising CE Mark Approval Deliver on execution to accelerate patient GEMINI System pipeline Integration & launch with and revenue milestones Sequel twist growth FREEDOM System European launch Eversens
Slide 35: Thank You
ce One YEAR. ONE Cay, Thank You