Senseonics Holdings, Inc. · NASDAQ:SENS
Senseonics — Investor Presentation (January 2017)
24 slides from Senseonics's investor presentation, January 2017
Slide 1: Investor Presentation: confidently live life with ease
January 2017 Investor Presentation confidently live life with ease
Slide 2: Forward-Looking Statements
Forward-Looking Statements These statements involve known and unknown risks, uncertainties and other factors that may This presentation contains certain cause our actual results, levels of activity, performance or achievements to be materially different from the 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: The Market Is Quickly Growing
The Market Is Quickly Growing 10 $8 CGM fastest $7 growing $6.5 8 segment $5.8 $6 Revenue In Billions Millions of Patients $5 6 Europe Europe $4 $3.3 $3.5 4 $3 $2.5 $2 2 $1 $0.7 2020 2020 2020 U.S. U.S. 2015 Est. 2015 Est. 2015 Est. 0 $0 2015 2020 CGM* Insulin Pumps SMBG ~35 – 40% CAGR ~8% CAGR ~(2%
Slide 5: Introducing the Highly Differentiated CGM System
Introducing the Highly Differentiated CGM System Eversense is the CGM system with the … Highest Longest Best accuracy sensor life convenience Of patients 88% say they would use it everyday to manage their diabetes 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 Alarm settings & reports 6
Slide 7: Established, Proven Sensor Technology
Established, Proven Biocompatible Encasement Sensor Technology Optical Interface Non-enzymatic, fluorescence Polymer based measurement Hydrogel Simple in-office procedure – less than 5 mins NFC Antenna no Best-in-class accuracy weekly sensor Lasts up to 180-days insertion no open without removing wo
Slide 8: On body alerts for extra security
on body alerts for extra security 8
Slide 9: Eversense Mobile Platform Enables Advanced Features
Eversense Mobile Platform Enables Advanced Features Predictive Low/High Glucose Alerts & Remote Monitoring Rate of Change Alerts Reports Directly on App with Eversense Now Readings on Email PDF Applewatch report to caregiver 9
Slide 10: MARD: industry leading accuracy
industry leading accuracy U.S. PRECISE II Study Completed Determine safety and accuracy accurate safe No Infections MARD No adhesive reactions 8.8% Long life 94% of subjects largest continuous single-sensor Glucose range thru 90 days of continuous use pivotal study in the world of 40-400 mg/dL 73% o
Slide 11: 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 16,653 86% 93% 98% 99% 8.8 Dexcom G5* 2,263 86% 93% 98% 99% 9.0 12,323 / Libre Pro* 72% 84% 95% 99% 12.1 12,080 Medt
Slide 12: Reduce Calibration Sensor
Reduce Calibration Sensor user convenience 2-Cal Sensor, MARD 8.8% 1-Cal Sensor, MARD 9.5% 400 400 same 350 350 sensor 300 Lab 300 Lab Reference Reference 250 250 Glucose (mg/dL) Glucose (mg/dL) Eversense Eversense 200 Glucose Readings 200 Glucose Readings 150 SMBG 150 SMBG SMBG 100 100 Target Range
Slide 13: Patient Feedback
Patient Feedback “I learned a lot about my diabetes and how to manage lows and highs, when to eat and when to take more insulin or turn off the insulin pump.” – Type 1 patient, Sweden “Significant reduction of hypoglycemia due to early warning → safety gain → life quality ↑↑↑ I have exercised much m
Slide 14: Physician Feedback
Physician Feedback “One of the features of “It was surprising “I don’t understand endocrinology that appealed how easy the insertion why some would think to me is the relative absence procedure was.” implanting a sensor of procedures. After Dr. Manuela Link, would be difficult without performing the
Slide 15: Strategic Positioning For Maximum Acceptance
Strategic Positioning For Maximum Acceptance leverage competitive price channels to healthcare system Utilize Build direct Target key Total price reflects Reduced co-pays Reduce number experienced sales force clinic and reimbursement with bi-annual of components distributors OUS in US patient base t
Slide 16: Commercialization Strategy
Launch in 2017 European country expansion in 2017 and beyond Commercialization Strategy Focused on addressable CGM markets 16
Slide 17: US Sales Approach
US Sales Approach Sales Force Role By Activity and Segment build commercial infrastructure to drive revenue Payers Key Acct N/A Mgrs Begin sales management Sales Clinical KOLs and managed care sales Training Rep Mgr account hiring mid-2017 Clinical Endos Segments Sales Training Rep Mgr Focus on targ
Slide 18: Product Strategy
Product Reduce Lower Broaden Strategy Calibration Cost Target Market Approve for Integrate with Extend Improve Pediatrics Insulin Pump Duration Accuracy 18
Slide 19: Product Pipeline
Product Pipeline Products to grow market share Products to broaden target market Intensively Managed Patients Insulin Using Patients and Type 2 Patients Eversense 180 On-Demand full 180 day with dosing claim, 1x/Day calibration Flash Glucose Monitoring Eversense for Pediatric Use Gemini 2 in 1 Evers
Slide 20: On-Demand
the long-term flash glucose On-Demand monitoring with no transmitter Implanted 180 day sensor, Direct sensor NFC-interfaced phones act as smartphone app, communication with NFC- transmitter and receiver; powers no transmitter worn interfaced smartphone and reads implanted sensor 20
Slide 21: Gemini
Gemini the ultimate flexibility for your daily life 21
Slide 22: Key Financial Metrics: 2016 Preliminary Results, 2017 Guidance
Key Financial Metrics 2016 Preliminary Results 2017 Guidance Cash/Cash Equivalents ~$20M Revenue ~$0.3M 6.0 – 7.0M Debt $20M in revenue Shares Outstanding ~93.4M 22
Slide 23: Senseonics 2017 Milestones
Senseonics 2017 Milestones 1H 1H 2H Launch Gen 2 CE Mark IDE Transmitter in EU Approval 180 Day 180 Day Trial 2H 2H FY PMA U.S. Launch Expand EU Approval Commercial Launch Eversense CGM System is CE marked and approved for sale in Europe. Eversense CGM System is an Investigational Device and is limi
Slide 24: Confidently live life with ease
January 2017 Investor Presentation confidently live life with ease 24
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