Senseonics Holdings, Inc. · NASDAQ:SENS
Senseonics — Credit Suisse 29th Annual Virtual Healthcare Conference 2020
19 slides from Senseonics's conference presentation, Nov 12, 2020
Slide 1: Eversense CGM System: The world's first and only long-term CGM
SENSEONICS CONFIDENTIAL l NOVEMBER 2020 EVERSENSE®CGMSYSTEM The world’s first and only long-term CGM Tim Goodnow, PhD President and CEO Credit Suisse 29th Annual Virtual Healthcare Conference November 15, 2020
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements, as defined in the Private Securities Litigation Reform Act of 1995, including statements regarding managements plans, objectives and goals for future operations, including preliminary targets for future financial perfo
Slide 3: Eversense CGM System: first and only long-term continuous glucose monitoring system
EVERSENSE CGMSYSTEM The first and only long-term continuous glucose monitoring system ▪ Firs t and only CGM t hat las t s f or mont hs vs days ▪ Firs t and only implant able s ens or ▪ Firs t and only CGM t o ac hieve 8. 5% MARD ▪ Firs t and only t rans mit t er t hat is removable ▪ Firs t and only
Slide 4: Proven technology with rich development history and regulatory approvals
Proven technology with rich development history and regulatory approvals. 201620172018201920202021 Eversense® System (90-day) Eversense® XL System (180-day) Eversense® System (90-day) Expanded HCP MRI compatibility Therapeutic (non-adjunctive) indication. Android with Eversense NOW Remote Monitoring
Slide 5: Strategic Partnership with Ascensia
| STRATEGIC PARTNERSHIP WITH ASCENSIA = Broad Partnership Features Global Commercialization and Financing Arrangements with Leader in BGM. = Ascensia to Become the Exclusive Worldwide Distribution Partner for Eversense®, Eversense® XL and Future Generation Products. = Senseonics to Focus Streamlined
Slide 6: Focus on growth and expansion post start up with Ascensia commercial organization
Focus on growth and expansion post start up with Ascensia commercial organization Next 12 months roadmap Eversense CGM (90D in US) Eversense XL CGM (180D in Europe) New Eversense 180D (US and Europe)* Start Up PhaseRamp Up Phase Beyond 12 months Focus Areas US • 10 Territories (12 field staff) • Ind
Slide 7: Estimated WW Net Revenue Range 2021-2025
Estimated WW Net Revenue Range 2021-2025 (millions) Revenue Range 2025E$150 - $200M 2024E 2023E 2022E 2021E $100 - $120M $60 - $75M $30 - $40M $12 - $15M $-$50$100$150$200 * These projections are based on a number of key assumptions, the most significant of which are detailed in quarterly filing dat
Slide 8: Eversense Patient Profiles
EVERSENSEPATIENT PROFILES Broad appeal of Eversense with new and former CGM users % of Eversense Users Target Patient Female 46% Male 54% Market Expansion 32% New to CGM Market Share 68% Dexcom 33% Medtronic 8.3% Profiles ❖Dissatisfied with Current CGM Age 902909910927 32% 19% Libre 16% A1c Avg Prio
Slide 9: Eversense users demonstrate high percent of time using device and time within range
Eversense users demonstrates high percent of time using device and time within range ... … and increased performance by age. US1 n = 1656 Europe Multi-Sensor Users2 n = 945 US1 Users by Age n = 1656 Median Wear Time (%) Single sensor Sensor Cycle 1 Sensor Cycle 2 Sensor Cycle 3 Sensor Cycle 4 % Time
Slide 10: Commercial and Medicare coverage to million covered lives since mid-2018 launch
Commercial and Medicare coverage to 200 million covered lives since mid-2018 launch ~263M Lives are covered by the Top 25 US Health Insurers SENSEONICS CONFIDENTIAL l NOVEMBER 202010
Slide 11: Therapeutic CGM Indication Part B Medical Services payment rates
Therapeutic CGM Indication Part B Medical Services MAC Published Payment Rate Through December 30, 2020 CMS National Payment Rate Effective January 1, 2021 Providers bill Medicare directly with existing CPT codes to include cost of device and procedure time. Average Global Payment Rate Average Suppl
Slide 12: Eversense Pipeline
SENSEONICS CONFIDENTIAL l NOVEMBER 2020 EVERSENSE PIPELINE 12
Slide 13: Uniquely differentiated long-term technology solution with multiple product configurations
Uniquely differentiated long-term technology solution with multiple product configuration ONE SENSOR TWO PRODUCTS ALL 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 and Continuous Monitoring No transmitter
Slide 14: Eversense, Eversense 365 and Freedom System product roadmap
2021 2023 2024 Eversense 180 ▪ Gen 1 sensor with advanced chemistry ▪ 180D sensor life ▪ Continuous real-time with alerts ▪ iCGM / Interoperability Eversense 365 ▪ Gen 2 (Rome) sensor ▪ 365D sensor life with 1cal/wk ▪ Real-time CGM with alerts (with transmitter) with optional FGM point-in-time readi
Slide 15: 2021 Eversense (New)
2021 EVERSENSE 180 (NEW) Extended duration of current Eversense sensor with reduced calibration TECHNOLOGY Gen 1 sensor with advanced chemistry, updated algorithm USE CASE Twice a year sensor use for uninterrupted use for the year TARGET Intensively managed patients who want better control PMA Suppl
Slide 16: Gen 2 Sensor: one annual sensor for CGM and FGM
One annual sensor for use as CGM for peace of mind and FGM for discretion Gen 2 Sensor TECHNOLOGY Gen 2 sensor (Rome); array based sensing USE CASE 365 Day with 1 cal/week Two products: CGM with transmitter and FGM without transmitter TARGET Intensively managed patients who want better control + All
Slide 17: Accuracy Performance Over Month Period
Accuracy Performance Over 12 Month Period* Eversense vs SMBG Reference 20 Initial clinical study data demonstrates promising performance through 365 days. 17 14 1110.5 8 9.69.29.69.7 8.6 9.5 10.310.210.3 11.1111 MARD (%) 2 - Implant Duration (Month) *PROMISE Study with 365D Rome Sensor; n=40
Slide 18: 2024 Freedom System
2024 FREEDOM SYSTEM Autonomous sensor testing with data processing capacity CGM / FGM Gen 2 Sensor Enhanced TECHNOLOGY Enhanced Rome 2 sensor with integrated battery; updated algorithm USE CASE 365 Day with 1 cal/week Two unique products: 1) CGM with transmitter and FGM without transmitter 2) Standa
Slide 19: Thank You
SENSEONICS CONFIDENTIAL l NOVEMBER 2020 THANKYOU
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