Senseonics Holdings, Inc. · NASDAQ:SENS
Senseonics — ADA Analyst Event 2026
56 slides from Senseonics's conference presentation, June 2026
Slide 1: ADA Analyst Event
ADA Analyst Event June 2026
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Senseonics Holdings, Inc. (the “Company,” “Senseonics,” “we,” “us”) and is made for informational purposes only. The information set forth herein does not purport to be complete or to contain all of the information you may desire. Any statements in t
Slide 3: Introduction
Introduction Tim Goodnow Chief Executive Officer
Slide 4: Redefining CGM.
Senseonics. Redefining CGM. Disruptive Energized Focused Commercial Clear Technology Platform Strategy Momentum Roadmap 4
Slide 5: Agenda
Agenda Senseonics analyst event at ADA 2026 7:00am CT Welcome and Introduction (Tim Goodnow, CEO) 7:10am CT Clinical Update (Dr. Fran Kaufman, CMO) 7:20am CT Eversense Experience (Dr. David Ahn) 7:35am CT Eversense 365 Commercial Strategy (Brian Hansen, CCO) 7:45am CT Pipeline Update (Mukul Jain, CO
Slide 6: Redefining CGM: We Approach Diabetes Differently
Redefining CGM: We Approach Diabetes Differently A large and growing market dominated by similar products with significant draw backs The world’s first and only One Year CGM Global CGM Market Size Longest Exceptional ~ 18% CAGR 15 lasting CGM accuracy Revenue in Billions ($) $13.4 10 $11.6 $9.8 $8.
Slide 7: Executing on Our Commercial Strategy
Executing on Our Commercial Strategy We have been investing for growth and it is delivering a tangible impact. The commercial strategy is working and we have recently raised over $112m in growth capital to continue to scale. Strategic priorities Highlights Awareness Significant lead generation from
Slide 8: A Fully-Integrated and Energized Platform
A Fully -Integrated and Energized Platform Already unlocking potential and accelerating growth as an end-to-end commercial organization Key benefits of the One Company transition: A successful integration: Unlocked operational efficiencies 1. Maintained Momentum Simplified workflow and communication
Slide 9: Investment Translating to Growth and Momentum
Investment Translating to Growth and Momentum Our commercial strategy delivered strong results in 2025 and this has continued into 2026 New Patient Inserter Growth Active Prescriber Revenue Growth Growth Growth 60 -64 35.3 22.4 22.5 16.4 2025 Q1 2026 Q1 2024 2025 2022 2023 2024 2025 e2026 2024 2025
Slide 10: Investment Highlights
Investment Highlights ✓ #1 longevity – now available with AID Disruptive Technology Addressing key patient pain points in a large, growing and underpenetrated CGM market ✓ Validation from real-world evidence ✓ A new level of control and agility Energized Platform Integration has unlocked operational
Slide 11: Our Journey is Just Getting Started
Our Journey is Just Getting Started We believe in transforming lives in the diabetes community and pushing the boundaries of sensing technology to improve health and wellbeing, as we innovate with a mission to make diabetes less visible. Yesterday Today Tomorrow Short-term CGM Long-term CGM Invisibl
Slide 12: Clinical Update
Clinical Update Dr. Fran Kaufman Chief Medical Officer
Slide 13: Real-World Data Analysis of Large Patient Dataset – In Open-Loop
Real -World Data Analysis of Large Patient Dataset – In Open -Loop METHODS RESULTS • Anonymized sensor glucose (SG) data from Eversense • The first 5059 real-world 365 CGM sensors Data Management System (DMS) for the first ~5000 sensors in the US • Mean age 55 years; 38% male, 26% female, 35% not re
Slide 14: Results - Glucometrics
Results - Glucometrics In open-loop Demographics Glucometrics (mean) Days sensor Mean age years Wear Time % SG mg/dL SG mmol/L GMI % Sensor N of Sensors* use (SD) (median) (SD) (SD) (SD) 55.2 160.40 8.91 7.15 1-180 3580 93.72 Eversense 365 day (15.0) (36.72) (2.04) (0.88) 54.8 159.95 8.89 7.14 ≥180-
Slide 15: Results - Glucometrics
Results - Glucometrics In open-loop Demographics Percent Time in Glucose Ranges (SD) Hypoglycemic target 70-140 70-180 > 180 > 250 % of users % of users < 70 mg/dL Days < 54 mg/dL mg/dL mg/dL mg/dL mg/dL time <70 time <54 Sensor N of Sensors* (3.9 sensor use (3 mmol/L) (3.9 – 7.8 (3.9 – 10 (10 (13.9
Slide 16: Results – Glucometrics by Age Range
Results – Glucometrics by Age Range In open-loop Demographics Glucometrics Mean age years Wear Time % SG mg/dL GMI % Sensor Age bins (years) N of Sensors* SG mmol/L (SD) (SD) (median) (SD) (SD) 20.9 167.57 9.31 7.32 18-25 139 91.01 (1.9) (42.12) (2.34) (1.01) 36.0 167.15 9.29 7.31 25-45 1074 91.88 (
Slide 17: Results – Glucometrics by Age Range
Results – Glucometrics by Age Range In open-loop Percent Time in Glucose Ranges (SD) Hypoglycemic target 70-140 70-180 > 250 % of users % of users Age bins N of < 70 mg/dL mg/dL mg/dL > 180 mg/dL mg/dL time<70 time<54 < 54 mg/dL Sensor (3.9 (years) Sensors* (3 mmol/L) (3.9 – 7.8 (3.9 – 10 (10 mmol/L
Slide 18: Technology That Can Improve Your Life with T1D
Technology That Can Improve Your Life with T1D David Ahn, MD Chief of Diabetes Services at Hoag Dr. Kris V. Iyer Endowed Chair in Diabetes Care
Slide 19: David Ahn, M.D.
David Ahn, M.D. Mary & Dick Allen Diabetes Center at Hoag Hospital Newport Beach, California 19
Slide 20: My Experience with Eversense and the Insertion Procedure
My Experience with Eversense 365 and the Insertion Procedure • I have had hundreds of sensors in my patients – Appreciate all of its unique features to offer something truly innovative for my patients • I have done over 350 procedures – For my practice as well as for referrals • I easily fit the pro
Slide 21: What Does twiist + Eversense Offer that are Differentiators
What Does twiist + Eversense Offer that are Differentiators • Almost all settings matter for algorithm • ADVANTAGES of Eversense 365 CGM in an AID • Widest target range 87-180 • One Sensor - One Year • No Interruptions/Disruptions • Can override suggested bolus • No repeated day 1 data – higher MARD
Slide 22: Preliminary Data from Integration with twiist AID
Preliminary Data from Integration with twiist AID – Real-World Presented at ATTD, Barcelona, March, 2026 • Full commercial launch February 19, 2026, with data analysis March 2, 2026 • 122 sensors > 7days since integration with twiist • Mean age 45 years; 64% T1D • Median transmitter wear time – 99%
Slide 23: Case Report - 1
Case Report - 1 • 31 year old female diagnosed at 12 years of age with T1D • On open loop pump therapy from diagnosis – unable to use all traditional transcutaneous sensors due to skin sensitivity and accuracy issues • A1C was increasing, as was hypoglycemia, until she started Eversense 01/2019 whic
Slide 24: Open loop pump without CGM
Open loop pump without CGM- Lows almost every day and Highs 24
Slide 25: Eversense with Open Loop Pump – Hypoglycemia Improved
Eversense with Open Loop Pump – Hypoglycemia Improved 25
Slide 26: On Eversense with twiist Integration
On Eversense 365 with twiist Integration Started 12/09/25 26
Slide 27: Twiist Integration with Eversense – an Average Day
Twiist Integration with Eversense 365 – an Average Day 27
Slide 28: Case Report – 2
Case Report – 2 29M Police Officer / SWAT • Eversense + MDI since 2020 • Started Twiist 1/2/2026 • Failed other CGM’s due to adhesive issues • Prefers vibratory alerts • A1c 7.5 (11/2025) 28 28
Slide 29: Case Report – 2
Case Report — 2 Very High % ‘18% cosy com 14 Days: Jan 02 2026 - Jan 15 2026 ae | High 12% Eversense Wear Time: 100 % 180 Glucose Metrics Average Glucose 132 mg/dL. 3 Goal: <154 mg/dL 2 Target 80% Each 5% increa Glucose Management Indicator (GMI) 6.4% Goal: <7 % m Low 4 Glucose Variability 39.4% Ver
Slide 30: ton gy M Daya tn 2028 tan 152008
2 ton gy M Daya tn 02 2028 tan 152008 . a rn rns eine 18% e@ to a - . Glucose Metice Ccucose Metrics Average Glucose 143 mg/d ‘Average Glucose ‘22 mold t oa 8 th Cot 8h nt swe at ‘Glucose Management indicator (Ml) 6.7% Glucose Management Indicator (GM) 6.4% oe oat 7% tow me Glucose Variality 444% :
Slide 31: Case Report – 3
Omnipod + Dexcom Case Report – 3 • 41 year old male • Used Eversense in past • Omnipod + Dexcom • Started Twiist + Libre 3/20/2026 31
Slide 32: twiist + FSL3+ vs twiist + E365
twiist + twiist + FSL3+ E365 32
Slide 33: Conclusions
Conclusions • My patients improved first with Eversense 365 in open-loop and then further improvement with Eversense and twiist integration • My patients appreciate Eversense 365 and come back for the next sensor – Very high rates of patient satisfaction • Why I discuss Eversense 365 with my patient
Slide 34: Thank You!
Thank You! David.Ahn@hoag.org @AhnCall @DiabetesDoc 34
Slide 35: Commercial Strategy
Commercial Strategy Brian Hansen Chief Commercial Officer
Slide 36: Growth Initiatives and Investments
Growth Initiatives and Investments We are focused on driving growth and unlocking the potential of Eversense 365. Awareness Access Penetration Retention DTC marketing Expand and optimize inserter Expand commercial team and Refine onboarding process network (inc. EON Care strategy) capacity HCP marke
Slide 37: Channel Conversion Funnel
Channel CONVERSION FUNNEL Focus on generating high-quality leads, increasing reachability, driving efficient conversion DTC Channel Health Care Professional (HCP) (~60% of Shipments) Channel DTC= Web / Social Traffic (~40% of Shipments) Core Role: HCP= Target Accounts • Broaden awareness of Eversens
Slide 38: U.S. Territory Manager Coverage
U.S. Territory Manager Coverage SALES FORCE 64 TEAM MEMBERS Territory Managers 45 Associate Territory 8 Managers Regional Clinical 5 Managers Area Managers 6 38
Slide 39: EON Care: Expanding Access
: Expanding Access EON Care A purpose-built subsidiary increasing insertion convenience to improve patient access nationwide Extends reach Enables Boosts Centralized Reimbursable to untapped prescriber-only field-sales scheduling & and self- patients physicians* efficiency patient training funding O
Slide 40: Addressing Patient Unmet Needs
Addressing Patient Unmet Needs Insights from patients and practitioners showcase product differentiation and real-life benefits. 90% of new patients now coming fromI’llcompetitors never go back to other CGMs Fits into 10% are new Best move Imyrecommended it to my lifestyle to CGM HCP, now she's a pr
Slide 41: Our First AID Integration
Our First AID Integration Encouraging early uptake and patient impact of our first AID combination, following the strategic partnership with Sequel + ✓ Transformative combination of two disruptive technologies ✓ Access to U.S. patients that prefer to use an insulin pump ✓ Enables real-time readings
Slide 42: European Market Transfer & Launch
European Market Transfer & launch Significant progress in bringing Eversense 365 to new geographies after CE Mark in January 2026 SWEDEN SPAIN GERMANY ITALY LAUNCHED LAUNCHED EXPECTED LAUNCH EXPECTED LAUNCH April 2026 May 2026 June 2026 June 2026 Tender market Tender market Non-tender market Tender
Slide 43: Pipeline Update
Pipeline Update Mukul Jain Chief Operating Officer
Slide 44: Product Vision
Product Vision Our technology is redefining diabetes care today and tomorrow. We are pushing the boundaries of CGM with long-term implantable products that are designed to empower better diabetes management and reduce the device burden. One sensor. All patient segments. ✓ No sensor changes for a yea
Slide 45: Gemini
Gemini The first CGM with an optional on-body transmitter, enabling two unique products from one platform DesignedFLEXIBILITY. for Enhanced Eversense 365 sensor with integrated 1-year battery and updated algorithm Full year use with one sensor and one calibration per week Real-time CGM with transmit
Slide 46: Freedom
Freedom Elimination of transmitter by incorporating Bluetooth into the sensor DesignedFREEDOM. for Enhanced Eversense 365 sensor with integrated 1-year battery and Bluetooth, as well as updated algorithm Full year use with one sensor and one calibration per week No transmitter included in the system
Slide 47: Pipeline Timeline
Pipeline Timeline Gemini and Freedom are built on the same sensor technology as Eversense 365 2026 2027 2028 Eversense 365 OUS launch World’s first one-year CGM sensor Gemini Same one-year sensor with battery added, for Clinical study Launch continuous and optional point-in-time reading Freedom Same
Slide 48: The Freedom System in More Detail
The Freedom System in More Detail Key but de-risked technology advancements beyond the Gemini system Sensor • • • Sensing ASIC – No change from Gemini Communication – Off the shelf BLE chip and antenna Build – Sensor build in progress for first-in-human • Proven technology manufactured by Integer Ba
Slide 49: The Foundations for Freedom
The Foundations for Freedom Animal study in Q2 2026 laid the foundation for first-in-human sensor design Study details: • 3 Animals, 2 sensor design (antenna) variants, 2 implant locations • Performance is the cumulative connection rate through 50 days for distance up to 25 ft • Johanson antenna is
Slide 50: The Path to Freedom
The Path to Freedom • Q3 2026 – First-in-human clinical study • Q1 2027 – IDE submission • Q2 2027 – 3-month pivotal study to demonstrate BLE communication • Q1 2028 – 510(k) submission Program in development. Product attributes, specifications, and development timelines subject to risks and uncerta
Slide 51: Financial Update
Financial Update Rick Sullivan Chief Financial Officer
Slide 52: Strengthening the Balance Sheet
Strengthening the Balance Sheet Two transactions adding $100M+ in growth capital — funding operations through the anticipated launch of Freedom in 2028 PRO-FORMA CAPITALIZATION (as of Q2 2026) Equity Offering – May 2026 Pre-Financing Post-Financing • 10.2M common shares + 8.0M pre-funded warrants (1
Slide 53: Eversense U.S. Revenue Streams
Eversense U.S. Revenue Streams Sales channels DTC CHANNEL HCP CHANNEL REORDERS Social Media & Digital Advertising Field Sales Representatives Patient Renewals Patient leads via targeted social campaigns and digital Physician leads via sales reps → office implantations and Existing patients retained
Slide 54: Building a Sustainable Financial Profile
Building a Sustainable Financial Profile Well-positioned to reach our target of long-term profitability. Achieving scale Goal: Future state as a fully-integrated Expanding topline growth business 2026: Updated guidance following strong Q1 • Sustainable earnings growth results • 70%+ gross profit mar
Slide 55: The Journey Ahead
The Journey Ahead We have growth levers to pull and catalysts ahead. We are now in control of our destiny. US commercial integration Completed January 1 st Gemini – Launch Freedom – Launch One-year sensor w/ battery No transmitter – direct One Year. One CGM. One for continuous & optional communicati
Slide 56: Q&A. Redefining CGM.
Q&A. Redefining CGM. Disruptive Energized Focused Commercial Clear Technology Platform. Strategy Momentum Roadmap 56