Q3 2025 Senseonics Holdings Inc Earnings Call Transcript

Nov 5, 2025 / 09:30 PM GMT

Release Date Price: $6.73 (+0.60%)

Transcript 10-Q8-K

Key Points

Positve

Senseonics Holdings Inc (SENS) reported a 90% year-over-year revenue growth in Q3 2025, driven by a 160% increase in new patient shipments.
The company successfully executed a memorandum of understanding with Cynthia Diabetes Care to reassume control of Eversense commercialization, allowing for strategic control and investment.
Direct-to-consumer (DTC) marketing investments led to a 300% year-over-year increase in patient leads, with 60% of new patients originating from DTC advertising.
The installed base of Eversense 365 grew over 150% year-over-year, reflecting accelerating adoption among patients and providers.
Gross profit margins improved significantly, with expectations to reach approximately 70% at scale for the unified business.

Negative

Despite the revenue growth, Senseonics Holdings Inc (SENS) reported a net loss of $19.5 million in Q3 2025, though this was an improvement from the previous year.
Research and development expenses decreased due to the completion of clinical trials, but selling, general, and administrative expenses increased by $7 million due to higher personnel and promotional costs.
The transition of commercialization from Ascencia Diabetes Care may lead to temporary inventory dynamics, affecting revenue recognition in 2026.
The European launch of Eversense 365 is delayed until the first half of 2026, pending the establishment of a dedicated sales force.
The company faces challenges in transitioning private payers to bundled payment reimbursement, with ongoing efforts to align with CMS's lead.

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

SENS.A - Senseonics Holdings Inc
Q3 2025 Senseonics Holdings Inc Earnings Call
Nov 05, 2025 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Please stand by. We're about to begin.

Good day everyone and welcome to today's Syonics 3rd quarter 2025 earnings conference 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, and please note today's call will be recorded. I'll be standing by should you require any assistance, and it is now my pleasure to turn the conference over to Mr. Jeremy Pfeffer from Life Sci Advisors. Mr. Pfeffer, please go ahead, sir.

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Unidentified_2 [2]
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Thank

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