Senseonics Holdings Sees $100 Million-Plus in 2027 Sales, Eyes New Eversense Launches

Résumé détaillé
Senseonics Holdings, Inc. Common Stock (NASDAQ:SENS) executives said the company’s return of commercial operations in-house has improved efficiency and supported growth in its…
Senseonics Holdings, Inc. Common Stock (NASDAQ:SENS) executives said the company's return of commercial operations in-house has improved efficiency and supported growth in its Eversense diabetes monitoring business, while outlining plans for new products and insulin pump partnerships.
Speaking at a Stifel event following the company's third-quarter report, CEO Timothy Goodnow said investments in awareness beginning in late 2025 helped drive performance through the first three quarters of 2026. Stifel's Jon Block said revenue and gross margin exceeded expectations and that Senseonics raised guidance for the third time this year.
The company transferred commercial responsibilities from partner Ascensia Diabetes Care. Chief Commercial Officer Brian Hansen said bringing the functions together reduced complexity, including the need to coordinate forecasts and contracts between the two companies.
Goodnow said the transition in Europe took longer, partly because CE marking for the Eversense 365 product lagged its U.S. approval. Hansen said the European commercial team is now in place and should become more productive as it enters 2027.
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CFO Rick Sullivan said Senseonics spent approximately $13 million to $14 million on direct-to-consumer advertising in the second half of 2025 and allocated a similar amount more evenly across 2026. He said the company has seen improved efficiency in generating workable leads and intends to continue investing in the channel in 2027.
Goodnow estimated that more than 5,000 individual physicians prescribe Eversense 365 in the United States. Hansen said growth is coming from both greater use at existing accounts and new prescribers reached through advertising, particularly primary care physicians treating people with type 2 diabetes.
Sullivan said international sales are expected to account for about 15% of revenue this year, down from an initial expectation of 20% as U.S.
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