Q1 2025 Senseonics Holdings Inc Earnings Call Transcript

May 8, 2025 / 08:30 PM GMT

Release Date Price: $14.74 (+6.78%)

Transcript 10-Q8-K

Key Points

Positve

Senseonics Holdings Inc (SENS) reported a 24% increase in net revenue for Q1 2025, reaching $6.3 million compared to $5 million in the prior year.
The company announced the integration of its EverSense 365 continuous glucose monitor with SQL's Twist Automated Insulin Delivery System, enhancing patient experience through simplified insulin delivery.
Senseonics Holdings Inc (SENS) has filed for CE mark approval for EverSense 365, with a European launch expected in the second half of 2025.
The company has successfully transitioned many US payers to reimburse EverSense 365 for a full year, with Medicare updating its physician fee schedule to support this change.
Senseonics Holdings Inc (SENS) has made progress in its pipeline products, Gemini and Freedom, aiming to enhance patient experience with innovative features like a built-in battery and Bluetooth communication.

Negative

The ongoing restructuring at Mercy Health Systems has paused new initiatives, impacting the rollout of EverSense with remote patient monitoring.
Despite revenue growth, Senseonics Holdings Inc (SENS) reported a net loss of $14.3 million for Q1 2025, though this was an improvement from the previous year's loss.
The company faces challenges in scaling manufacturing for EverSense 365, with limited scale affecting gross profit margins.
There is a potential low single-digit impact on gross profit margins due to tariffs, as the company relies on a global supply chain with some components sourced from China.
The integration work for the Twist Automated Insulin Delivery System is still ongoing, with verification and validation needed on the pump side to meet the Q3 timeline.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SENS.A - Senseonics Holdings Inc
Q1 2025 Senseonics Holdings Inc Earnings Call
May 08, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Please stand by. Your program is about to begin.

Good day everyone, and welcome to the Sensionics first quarter 2025 earnings call.

At this time, all participants are in a listen-only mode. Later you will have the opportunity to ask questions during the question and answer session.

You may register to ask questions by pressing the store and one on your telephone keypad.

You may withdraw your question by pressing start to.

Please note this call is being recorded and I will be standing by should you need any assistance.

It is now my pleasure to turn the conference over to Jeremy Pfeffer from Life Lifestyle advisors. Please go ahead.

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