Senseonics Holdings, Inc. · NASDAQ:SENS
Senseonics — Cowen Investor Conference 2018
16 slides from Senseonics's conference presentation, March 2018
Slide 1: Cowen Investor Conference: confidently live life with ease
Cowen Investor Conference confidently live life with ease March 2018
Slide 2: Forward-Looking Statements
Forward-Looking Statements These statements involve known and unknown risks, uncertainties and other factors that may cause our actual results, levels of activity, performance or achievements to be materially different from the This presentation contains certain information expressed or implied by t
Slide 3: Confidently live life with ease
confidently live life with ease develop and commercialize transformative glucose monitoring products. 3
Slide 4: U.S. Market Potential – $18B
U.S. Market Potential – $18B Opportunity continues to expand 600K 6.9 M Pump $2.3B 250K CGM $750M Insulin Taking Patients have an unmet need…… National Diabetes Statistics Report, 2017 https://www.cdc.gov/diabetes/pdfs/data/statistics/national- diabetes-statistics-report.pdf Kelly Close Industry Rou
Slide 5: Eversense Advantage
Eversense Advantage The first & only fully implantable CGM sensor for confident long-term glucose monitoring Highest Longest Best Accuracy Sensor Life Convenience 5
Slide 6: The Eversense System
The Eversense® System Sensor Smart Transmitter Mobile App Sensor that lasts up to 180 days Removable and rechargeable No extra device to carry No weekly sensor insertion On-body vibe alerts iOS and Android platform No open wound Gentle-on-skin adhesive Eversense NOW 6
Slide 7: Results from our US pivotal trial
Results from our US pivotal trial Eversense CGM demonstrated both excellent safety profile and sub 9.0% MARD accuracy during continuous use for up to 90 days U.S. PRECISE II Study Completed trial setup & approach results Determine safety and accuracy MARD* 8.5% Prospective, single- Glucose range of
Slide 8: Sensor Performance Comparison
Sensor Performance Comparison Percent of System Readings Within Matched 15/15% of 20/20% of 30/30% of 40/40% of MARD Device Pairs Reference Reference Reference Reference (%) Eversense 15,753 87% 93% 98% 99% 8.5 Dexcom G5* 2,263 86% 93% 98% 99% 9.0 Libre* 5,772 82% 91% 98% 99% 9.7 Medtronic Enlite 3*
Slide 9: Commercialization Strategy
Scandinavia Direct sales June 2016 Original 3 EU country contract November 2016 Expanded contract to Africa, Middle East and rest of EU Commercialization Strategy Focused on addressable CGM markets 9
Slide 10: Commercialization Strategy Europe
Most important 14 features of the countries Eversense System: Scandinavia Predictive alerts Long sensor life Readings on their phone Direct sales June 2016 New patients Original 3 EU country contract November 2016 25% 20% 50% Expanded contract DXCM new to FGM to Africa, Middle users CGM users East a
Slide 11: U.S. Market Strategy
PMA Submission Scandinavia Q4 2016 Typical Approval Timing 12 -18 months Advisory Panel Preparation Advisory panel scheduled 3/29 Direct sales Launch planned for end of 1H2018 EMEA (less Nordics) Current Commercial Activity: Executive sales management, reimbursement and access experts Launch plannin
Slide 12: U.S. Commercialization Plan
U.S. Commercialization Plan Insights Build Execute Stakeholders Capabilities Deliverables Payor Ad. Board 20 “Disruptive Reps technology’ Clinical Ad. Board Adherence 300 HCPs “Potential is rerdiculously High” Trial Patients HCPCS “Hated going &CPT back to my old CGM” 12
Slide 13: Device Integration
Device Integration Data Device Decision Artificial Aggregation Connectivity Support Pancreas Glucose, medication, Real-time data Recommendation on Auto or semi-auto and activity historical with other diabetes medication based on adjustment of medication data reporting. related devices. glucose state
Slide 14: Senseonics Automated Insulin Delivery Program
Senseonics Automated Insulin Delivery Program MedTech Roche partners with Senseonics, Eversense Accu Chek® TypeZero on ‘artificial pancreas’ with Insight Pump By Amirah Al Idrus TypeZero® July 26, 2017 10:24 am AP algorithm *Part of International Diabetes Closed-Loop Trial Pivotal trial in 3 Europea
Slide 15: The Eversense future: 2020 and beyond
The Eversense future 2020 and beyond 365 Day Sensor Life 1x/week calibration 365 Day Sensor Life On-Demand: Type 2 Type 1 : Gemini 1x/week calibration FGM FGM +CGM Long-term wear with Flash when desired, no transmitter CGM for peace of mind 15
Slide 16: A new Standard for CGM
An Implantable More Flexibility, CGM Fewer Freedom Decisions Less Hassle What does it mean for patients? A new Standard for CGM 16