Senseonics Holdings, Inc. · NASDAQ:SENS
Senseonics — Investor Presentation (May 2025)
22 slides from Senseonics's investor presentation, May 2025
Slide 1: Eversense CGM System Corporate Overview
Eversense ® CGM System THE WORLD’S FIRST AND ONLY LONG-TERM CONTINUOUS GLUCOSE MONITORING SYSTEM Corporate Overview May 20251
Slide 2: 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 future financial or other performance, stateme
Slide 3: Our Mission
OUR MISSION To transform lives in the global diabetes community with differentiated, long-term implantable glucose management technology. 3
Slide 4: Senseonics is targeting the large and growing Type 1 and Type 2 diabetes populations
Senseonics has the first and only fully-implantable continuous glucose monitor (CGM) that lasts for one year The Eversense ® 365 CGM System was recently cleared by the FDA, with commercial launch now underway Addresses the top complaints with other CGMs including comfort, convenience and accuracy CG
Slide 5: Management
Management Timothy Goodnow, PhD Mukul Jain, PhD President & Chief Executive Officer Chief Operating Officer Francine Kaufman, M.D. Rick Sullivan Chief Medical Officer Chief Financial Officer 5
Slide 6: High Growth Market
High Growth Market CGM Fastest Growing Diabetes Technology Segment Globally* 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 $8.1 $7.1 Opportunity** 6 $5.5 4 2 0 *Estimates for top 4 CGM companies (Dexcom, Abbott,
Slide 7: Eversense CGM System Addresses Unmet Needs As The First and Only
Eversense CGM System Addresses Unmet Needs As THE FIRST AND ONLY • CGM that lasts for 12 months vs. 10-15 days • Fully implantable 3rd generation sensor • CGM achieves 8.8% MARD* • Transmitter that is removable • System with on-body vibe alerts for hypo and hyper warnings • System with fresh, gentle
Slide 8: Strong and Expanding Reimbursement
Strong and Expanding Reimbursement Access For Over 300 Million Lives Broad Commercial and Medicare coverage for both Product and Procedure 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 fo
Slide 9: Eversense US Patient Profiles
Eversense US Patient Profiles1 Capturing New Users and Switching Other CGM Users New Users by Over 3/4 of our US patients switched Diabetes Type from other CGM solutions² 19% New CGM User Type 1 31% Type 2 81% 69% Switched to Eversense 51% Dexcom 43% Libre 5% Medtronic Dissatisfied with Current CGM
Slide 10: Commercial Collaboration with Ascensia
Commercial Collaboration with ASCENSIA • 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 Manufac
Slide 11: Ascensia Diabetes Care – Senseonics' Commercial Partner
Ascensia Diabetes Care – Senseonics’ Commercial Partner Four pillars commercial strategy Healthcare Integrations & Direct-to-Consumer Existing Users Professionals Collaborations Comprehensive ~ 50 U.S. dedicated Integration with insulin Maintain focus on Direct to Consumer sales reps calling on pump
Slide 12: A Better Solution for Optimal Patient Care
A Better Solution for Optimal Patient Care PATIENTS PROVIDERS Empowering Patients to Live a Life Uninterrupted Enabling Confident Clinical Decisions Longest Lasting CGM One CGM. One Year of Minimal Disruptions The only CGM that lasts for a year, while traditional The longest lasting and most dependa
Slide 13: Eversense 365 Commercial Launch
Eversense 365 Commercial Launch 13
Slide 14: Commercial Growth Driven by Eversense Launch
Commercial Growth Driven by Eversense 365 Launch Patient installed base increased 56% in 2024, beating target growth of 50% DEMAND CONVERSION 73% 69% Increase in U.S. of new patients are Type Eversense providers 2 users YoY Average Monthly Leads 40% +2X 1/3 81% Increase in of patients switched from
Slide 15: Hospital System Opportunity Overview
Hospital System Opportunity Overview Market Potential Strategic Goals • Over 1,800 Accountable Care • Enhance quality of care – HEDIS diabetes $413B $413B Organizations • 400 health systems score improvement • Reduce avoidable hospital admissions and Total Cost of Total Cost of emergency visits and
Slide 16: New Strategic Partnership with Sequel Diabetes
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 to a
Slide 17: Eversense Projected Patient Ramp
Eversense Projected Patient Ramp Today > 10M patients utilize CGM 100,000 1.00% 90,000 80,000 0.80% Eversense Patients 70,000 Market Share 60,000 0.60% Projected Break Even 50,000 40,000 0.40% 30,000 20,000 0.20% 10,000 - 0.00% 2023 2024 E 2025 E 2026 E 2027 E Patients Market Share Less than a 1% ma
Slide 18: Product Vision
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 19: Gemini System
Gemini System Autonomous Sensor Testing with Data Processing Capacity Enabling 2 Products from 1 Platform Technology Enhanced 365 sensor with integrated battery; updated algorithm Use Case Full year use with 1 sensor and 1 cal/week Two unique products: Standalone CGM with therapeutic FGM transmitter
Slide 20: Freedom System
Freedom System Elimination Of Transmitter By 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 Direct communication betw
Slide 21: Portfolio Overview & Potential Catalysts
Portfolio Overview & Potential Catalysts 2024 2025 2026 2027 2028 Eversense® 365 Approval with CE Approval EU Launch iCGM designation Expected Expected World’s first one-year sensor Gemini One-year sensor with battery Complete Submit IDE Commercial for continuous and optional feasibility trial Launc
Slide 22: Thank You
Thank You Corporate Overview May 2025 22
Senseonics Holdings — Investor Presentation (May 2025) on 6ix