Core Insights - Senseonics Holdings, Inc. (SENS) has achieved a significant commercialization milestone with the launch of the Eversense 365 continuous glucose monitor (CGM) integrated with the twiist automated insulin delivery (AID) system, marking the first pairing of a one-year, implantable CGM with an AID platform [2][3][7] Company Developments - The integration with Sequel MedTech enhances diabetes management by reducing sensor changes and enabling automated insulin adjustments, with broader availability expected by March 2026 [3][10] - The Eversense 365's implantable design allows for uninterrupted glucose monitoring for up to one year, addressing common issues associated with frequent sensor changes [9] - SENS reported a strong improvement in its third-quarter 2025 financial performance, with total revenue rising to $8.1 million from $4.3 million year-over-year, driven by a 160% increase in new patient growth in the U.S. [12] - The company achieved a gross profit of $3.5 million in the quarter, a significant improvement from a gross loss of $4.1 million a year ago, indicating progress in cost structure and operating efficiency [14] Market Position and Trends - Following the announcement of the Eversense 365 launch, SENS shares gained 8%, although they have declined 28.8% over the past six months compared to a 10.5% decline in the industry [4] - The global blood glucose monitoring devices market is projected to grow from $15.53 billion in 2025 to $30.18 billion by 2033, expanding at a CAGR of 8.8% from 2026 to 2033, driven by the increasing prevalence of diabetes [11]

GERMANTOWN, Md., Jan. 08, 2026 (GLOBE NEWSWIRE) -- Senseonics Holdings, Inc. (NASDAQ: SENS), a medical technology company focused on the development, manufacturing and commercialization of long-term, implantable CGM systems for people with diabetes with Sequel MedTech, LLC, a company developing state-of-the-art insulin delivery technologies, have launched the integration of their products with the first patients having received a Sequel twiist AID system paired with the Eversense 365 CGM. The commercial lau ...

Senseonics Holdings ( SENS ) has been developing CGM devices that are far superior to any devices offered by its competitors. Those innovative efforts are yet to yield returns for shareholders. The one major criticismFull-time Equity Analyst and part-time retail investor with a bias for high quality stocks trading at discounted prices. over the past 5 years I've been retail investing and learning more about how the stock market works, following the work of Ben Graham and Joel Greenblatt. Equity Markets are ...

Core Viewpoint - A group of nine U.S. lawmakers is urging the Pentagon to include several Chinese technology firms on a list of entities allegedly assisting in activities that may threaten U.S. national security [1] Group 1 - The lawmakers are concerned about the involvement of Chinese technology firms in activities that could undermine U.S. interests [1] - The letter emphasizes the need for increased scrutiny of these firms to protect national security [1] - The request reflects ongoing tensions between the U.S. and China regarding technology and security issues [1]

Summary of Senseonics Conference Call Company Overview - **Company**: Senseonics - **Product**: Eversense Continuous Glucose Monitoring (CGM) System - **New Product Launch**: 365 Day CGM, designed for one-year use without the need for frequent sensor replacements [2][3] Key Points and Arguments Product Differentiation - The 365 Day CGM is a significant advancement over previous models (90-day and 180-day) and is designed to provide continuous monitoring for a full year [2] - Unique feature: No through-skin component, allowing for easier user experience post-insertion by a medical professional [2][3] - Calibration requirements have been reduced from daily to once a week, enhancing user convenience [5] Commercial Strategy - Transitioning to a direct-to-consumer (DTC) sales model starting January 1, 2026, to capture full revenue and improve margins [6][10] - The U.S. sales force will consist of 100 representatives, focusing on high-prescribing endocrinologists and diabetes centers [10] - Anticipated revenue growth due to the elimination of revenue sharing with Ascensia, which previously accounted for a 20% revenue reduction [11][12] Market Dynamics - The CGM market is valued at $13 billion, growing at a 20% CAGR, with only 10 million patients currently using CGM technology [25] - Senseonics aims to double its patient base from 6,000 to 12,000, indicating significant growth potential [25][27] Patient Retention and Growth - Historical retention rates show that 70%-75% of patients remain on their first sensor, with retention improving with subsequent sensors [19][20] - The company is focused on maintaining communication with patients to address any issues promptly [23] Direct-to-Consumer Campaign - The DTC campaign has shown success, with new patient growth up 160% and leads increasing by 300% [17][15] - The DTC budget is expected to remain between $10 million and $15 million, spread throughout 2026 [28] International Expansion - CE Mark approval for the 365 product is expected by the end of the year, with a planned launch in Europe after establishing a dedicated sales force [29][30] - The company faces challenges in international DTC marketing due to regulatory limitations, relying more on healthcare professional (HCP) sales [31] Pipeline Development - Upcoming products include Gemini, which will feature an internal battery for continuous data collection, and Freedom, which will integrate Bluetooth technology for type one diabetes management [34][35] - Clinical trials for Gemini and Freedom are anticipated to cost around $5 million each [40] Financial Outlook - The break-even point remains at approximately 50,000 patients, with expectations for increased profitability due to improved revenue recognition and margins from the direct sales model [43][44] - Recent insider purchases of shares indicate confidence in the company's growth trajectory and valuation [45] Additional Important Insights - The company is focused on pump integration and partnerships with other pump providers to enhance product offerings [42] - The transition from Ascensia to Senseonics' direct sales model is expected to streamline operations and improve financial performance [11][14] This summary encapsulates the key points discussed during the Senseonics conference call, highlighting the company's strategic direction, product innovations, market opportunities, and financial outlook.

Core Insights - Senseonics Holdings, Inc. is set to participate in the Stifel 2025 Healthcare Conference, indicating its active engagement in the healthcare investment community [1][2]. Company Overview - Senseonics is a medical technology company that specializes in developing and manufacturing long-term implantable continuous glucose monitoring (CGM) systems aimed at improving the lives of individuals with diabetes [3]. - The company's CGM systems, Eversense® 365 and Eversense® E3, feature a small sensor that is fully implanted under the skin and communicates with a smart transmitter worn externally, providing glucose data to a mobile app every 5 minutes [3]. Event Details - The Stifel 2025 Healthcare Conference will take place on November 12, 2025, at 4:40 pm ET, featuring a fireside chat format and one-on-one meetings [2]. - Interested parties can access a live and recorded webcast of the presentation through the company's website [2].

Core Points - Senseonics Holdings, Inc. will transfer its common stock listing from NYSE American to Nasdaq Global Select Market, effective after market close on November 14, 2025, with trading on Nasdaq starting November 17, 2025 [1] - The company specializes in long-term, implantable continuous glucose monitoring systems for diabetes management, with products like Eversense® 365 and Eversense® E3 [2] Company Overview - Senseonics is focused on developing and manufacturing glucose monitoring products aimed at improving the lives of individuals in the diabetes community [2] - The company's CGM systems feature a small sensor that is implanted under the skin and communicates with a smart transmitter, sending glucose data to a mobile app every 5 minutes [2]

分组1 - Senseonics Holdings reported a quarterly loss of $0.43 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.33, representing an earnings surprise of -30.30% [1] - The company posted revenues of $8.1 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 1.79%, and showing a significant increase from $4.26 million in the same quarter last year [2] - Senseonics has surpassed consensus revenue estimates three times over the last four quarters, but has only exceeded EPS estimates once in the same period [2] 分组2 - The stock has underperformed, losing approximately 36.1% since the beginning of the year, while the S&P 500 has gained 15.1% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.32 on revenues of $15.05 million, and for the current fiscal year, it is -$1.40 on revenues of $35.91 million [7] - The Zacks Industry Rank for Medical Info Systems is in the top 26% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Financial Data and Key Metrics Changes - In Q3 2025, net revenue grew by 90% to $8.1 million compared to $4.3 million in the prior year period, driven by Eversense 365 US revenue of $6.4 million and $1.7 million from outside the US [15][18] - Gross profit was $3.5 million, an increase of $7.5 million from the prior year, primarily due to improved margins on the 365-day product sales [17] - Net loss decreased to $19.5 million, or $0.43 loss per share, compared to a net loss of $24 million, or $0.77 loss per share in Q3 2024 [18] Business Line Data and Key Metrics Changes - The third quarter saw a 160% increase in new patient shipments year-over-year, contributing to the overall revenue growth [5] - New insertions increased nearly 150% year-over-year and more than 50% sequentially, reflecting accelerating adoption of Eversense 365 [6] - Approximately 60% of new patients in Q3 originated from direct-to-consumer (DTC) advertising, with 40% from healthcare provider (HCP) referrals [6] Market Data and Key Metrics Changes - The number of providers actively prescribing Eversense grew by more than 55% year-over-year, indicating broadening awareness and confidence in the 365-day system [7] - Eon Care accounted for approximately one quarter of all insertions nationwide, enhancing access and standardizing patient experience [8] Company Strategy and Development Direction - The company executed a memorandum of understanding with Ascensia Diabetes Care to reassume control of Eversense commercialization, allowing for better control over strategy and investments [4] - The CE Mark application for Eversense 365 in Europe was submitted in February, with expectations for approval before the end of 2025 [8] - The company anticipates gross margins to grow to roughly 50% in 2026 and reach approximately 70% at scale for the unified business [13][21] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth trajectory, highlighting record new patient starts and the effectiveness of DTC marketing [24] - The company expects full-year 2025 global net revenue to be approximately $35 million, with a significant portion anticipated in Q4 due to new patient starts and reorders [19][20] - Management noted that cash utilization in 2025 is expected to be approximately $60 million, with a cash balance of $111.3 million as of September 30 [22] Other Important Information - The company is focused on expanding access to its unique system and advancing technology to simplify glucose testing for people with diabetes [13] - The transition from Ascensia is expected to enhance operational efficiency and improve margins [10][21] Q&A Session Summary Question: Can you discuss the growth opportunities in DTC? - Management noted a significant increase in switchers from existing CGM systems, with 90% of new patients coming from this group, primarily from Dexcom and Libre [28][29] Question: What is the expected timeline for the integration with Twist? - The first patients are expected to start in early Q1 2026, with a ramp-up anticipated later in the year [31][32] Question: How is the inserter network evolving? - The Eon network is crucial for expanding access, with a focus on training providers and increasing the number of inserters [36] Question: What is the status of private payers transitioning to bundled payment reimbursement? - Management expects continued transitions, with significant progress made in the first half of the year [40] Question: Can you provide an update on the CE Mark for Eversense 365? - The CE Mark application is in the final stages of review, with expectations for approval soon [72]

Financial Data and Key Metrics Changes - In Q3 2025, net revenue grew by 90% to $8.1 million compared to $4.3 million in the prior year period, driven by Eversense 365 US revenue of $6.4 million and $1.7 million from outside the US [17][20][24] - Gross profit was $3.5 million, an increase of $7.5 million from the prior year, primarily due to improved margins on 365-day product sales [18][19] - Net loss decreased to $19.5 million, or $0.43 loss per share, compared to a net loss of $24 million, or $0.77 loss per share in Q3 2024 [20] Business Line Data and Key Metrics Changes - Revenue growth was driven by a 160% increase in new patient shipments year-over-year, with new insertions increasing nearly 150% year-over-year [5][6] - Approximately 60% of new patients in Q3 originated from direct-to-consumer (DTC) advertising, with 40% from healthcare provider (HCP) referrals [6][8] - The number of providers actively prescribing Eversense grew by more than 55% year-over-year, with 75 new trained inserters added, representing a 140% increase from the same time last year [8][9] Market Data and Key Metrics Changes - The installed base of Eversense grew over 150% year-over-year and nearly 40% sequentially, reflecting accelerating adoption among patients and providers [6][8] - The DTC campaign led to a 300% increase in patient leads year-over-year and an 85% increase sequentially [5][6] - The company anticipates that the transition from Ascensia will allow it to recognize 100% of revenues, which is expected to positively impact future revenue growth [18][20] Company Strategy and Development Direction - The company executed a memorandum of understanding with Ascensia Diabetes Care to reassume control of Eversense commercialization, allowing for greater control over strategy and investments [4][10] - The company plans to continue investing in DTC marketing, primarily through social media, to drive demand and awareness [6][8] - Future product development includes the anticipated CE Mark approval for Eversense 365 in Europe, expected before the end of 2025, and the launch planned for the first half of 2026 [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth trajectory, citing significant new patient additions and top-line growth due to expanding awareness and adoption of Eversense 365 [25][26] - The company expects full-year 2025 global net revenue to be approximately $35 million, with a strong Q4 anticipated due to new patient starts and reorders from first US 365 patients [20][22] - Management highlighted margin improvements, projecting gross profit margins to grow to roughly 50% in 2026 and approximately 70% at scale [14][23] Other Important Information - The company is focused on expanding access to its unique system and advancing technology to simplify glucose testing for people with diabetes [14][25] - The transition to resume control of Eversense commercialization is progressing well, with nearly all employees from Ascensia's US CGM business electing to join Senseonics [11][12] Q&A Session Summary Question: Follow-up on growth opportunities in DTC - Management noted a significant increase in switchers from existing CGM systems, with 90% of new patients coming from this group, primarily from Dexcom and Libre [30][31] Question: Integration with Twist insulin delivery system - The first patients are expected to start in early Q1 2026, with a ramp-up anticipated later in the year [32][34] Question: Update on inserter network evolution and reimbursement - The EonCare model is expanding, with a focus on primary care and Medicare patients, and the company is seeing growth in providers interested in institutionalizing the insertion process [38][40] Question: Update on private payers and bundled payment reimbursement - Management expects continued transitions among private payers, with significant progress made in the first half of the year [42][44] Question: Details on DTC marketing spend and its effectiveness - Increased DTC spending has shown a direct correlation with patient acquisition, though there is a need for education and conversion [62][63] Question: Revenue guidance and inventory dynamics for 2026 - The company anticipates some inventory dynamics affecting revenue recognition in 2026, but remains on track for patient growth [55][66]