Senseonics Holdings Inc
F:6L6
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Senseonics Holdings Inc
Senseonics Holdings, Inc. engages in the design, development, and commercialization of an implantable continuous glucose monitoring system for people with diabetes. The company is headquartered in Germantown, Maryland and currently employs 121 full-time employees. The company went IPO on 2015-03-04. The firm is focused on the development and manufacturing of glucose monitoring products designed to transform lives in the global diabetes community. Its Eversense, Eversense XL, and Eversense E3 continuous glucose monitoring (CGM) systems are designed to continually measure glucose levels in people with diabetes via an under-the-skin sensor, a removable and rechargeable smart transmitter, and a mobile application for real-time diabetes monitoring and management for a period of up to six months. The company is also developing its Gemini product variation to allow for a two-in-one glucose monitoring system combining the functionality of CGM and Flash Glucose Monitoring (FGM), in an implantable sensor that may be utilized with a smart transmitter to get continuous glucose readings and alerts or be utilized through a swipe over the sensor with a smart phone to get on-demand glucose readings without a smart transmitter.
Senseonics Holdings, Inc. engages in the design, development, and commercialization of an implantable continuous glucose monitoring system for people with diabetes. The company is headquartered in Germantown, Maryland and currently employs 121 full-time employees. The company went IPO on 2015-03-04. The firm is focused on the development and manufacturing of glucose monitoring products designed to transform lives in the global diabetes community. Its Eversense, Eversense XL, and Eversense E3 continuous glucose monitoring (CGM) systems are designed to continually measure glucose levels in people with diabetes via an under-the-skin sensor, a removable and rechargeable smart transmitter, and a mobile application for real-time diabetes monitoring and management for a period of up to six months. The company is also developing its Gemini product variation to allow for a two-in-one glucose monitoring system combining the functionality of CGM and Flash Glucose Monitoring (FGM), in an implantable sensor that may be utilized with a smart transmitter to get continuous glucose readings and alerts or be utilized through a swipe over the sensor with a smart phone to get on-demand glucose readings without a smart transmitter.
Revenue Growth: Senseonics reported Q3 revenue of $8.1 million, up 90% year-over-year, driven by strong adoption of Eversense 365.
Patient Expansion: New patient shipments grew 160% YoY, and the installed base expanded over 150%, with record new patient starts in both September and Q3.
Direct-to-Consumer Success: DTC marketing generated a 300% YoY increase in leads, now accounting for about 60% of new patients.
Margin Improvement: Gross profit margins improved to above 40% (vs. 25% at end of 2024) and are expected to reach 50% in 2026, with a long-term target of 70%.
Guidance Maintained: Full-year 2025 global net revenue is expected to be approximately $35 million, with most revenue in the second half due to seasonality and reorders.
Commercial Transition: Senseonics is set to take over Eversense commercialization from Ascensia by January 2026, expecting further margin and revenue recognition benefits.
Pipeline Progress: Key R&D milestones include Gemini IDE submission in Q4 2025, European CE Mark for 365 expected by year-end, and integration with Sequel's twiist insulin pump anticipated to contribute in 2026.
