Senseonics (SENS) Investor presentation summary

Eversense 365 differentiation

• Eversense 365 is presented as the first and only one-year CGM, using a provider-inserted sensor and removable transmitter for continuous glucose data.

• The sensor is designed for 365 days; the system is cleared in the U.S. and approved in Europe for people with diabetes aged 18 and older.

• Global CGM market forecast shows ~18% CAGR, growing from $5.5B in 2020 to $13.4B in 2025.

Commercial momentum and access

• Q3 2026 revenue was $19.6M, up 140% YoY; gross profit was $12.1M, up 245.7% YoY, and gross margin was 62% vs. 43% in Q3 2025.

• Q3 shipment volume reached a record; active prescribers rose ~90% YoY, and ex-U.S. sales were up 65% YoY in the first quarter after the European operations transition.

• EON Care exceeded its 100-nurse year-end target and raised it to 120; EON accounts for ~40% of insertions while representing <10% of inserters.

• Eversense 365 is available in four EU markets, supported by ~60 regional employees; U.S. acquisition spans DTC and HCP channels, with patient renewals as a third channel.

• More than $112M in growth capital supports commercial scaling, including awareness, access, penetration and retention initiatives.

AID integration and real-world evidence

• twiist AID integration is available in the U.S.; the pump is approved for type 2 diabetes. iLet Bionic Pancreas launch was expected in Q4 2026, with Mint integration also planned.

• Open-loop real-world data across 12,360 sensors showed 93% median transmitter wear time, mean GMI of 7.16% and mean time in range of 66.2% over 12 months.

• Preliminary AID data across 153 sensors showed 99% median transmitter wear time, mean GMI of 6.78% and mean time in range of 76.1% over at least 30 days.