Senseonics Holdings Inc — 8-K exhibit

 

Exhibit 99.3

 

April 2026

T h i s p r e s e n t a t i o n ha s b e e n pr e p a r e d by Se n s e o n i c s H o l d i n g s , I n c . ( t h e “ C o m p a n y , ” “ Se n s e o n i c s , ” “ w e , ” “ u s ” ) a n d i s m a de for i n fo r m a t i o n a l p u rp o s e s o n l y . T h e i n fo r m a t i o n s e t fo r t h h e r e i n do e s n o t p u rp o rt to be c o m p l e t e o r t o c o n t a i n a l l o f t h e i n fo r m a t i o n y o u m a y d e si r e . A n y stat e m e n t s in t h i s p r e s e n t a t i o n a bo u t f u t u re e x p e c t a t i o n s, p l a n s a n d pr o s p e c t s f o r Se n s e o n i c s a n d i t s b u si n e s s , i n c l u d i n g stat e m e n t s r e g a rd i n g pr e l imi n a ry f i n a n c i a l r e s u l t s, stat e m e n t s r e g a rd i n g t h e e x p e c t e d a m e n d m e n t o f the C o m p a n y ’s e x i st in g c r e d i t f ac i l i t y w i t h H e rc u l e s, e x p e c t a t i o n s f o r f u t u re f i n a n c i a l o r o t h e r p e rf o r m a n c e i n c l u d i n g pr o j ec t e d r e v e nu e , gr o ss m a rg i n , e a r n i n gs a n d E BITDA gr o w t h , stat e m e n t s r e g a rd i n g p l a n s, o bj e c t i v e s a n d goa l s for f u t u re o p e rat i o n s, stat e m e n t s a bo u t the f u t u re gr o w t h o f E v e rs e n s e ® pr o d u c t s, st a t e m e n t s r e g a rd i n g p l a nn e d i n i t i a t i v e s, i n v e st m e n t s o r m a r k e t i n g o r o t h e r pr o gr a m s of Se n s e o n i c s , stat e m e n t s r e g a rd i n g pr o gr e ss a n d t imi n g o f c o ll a bo r a t i o n a n d r a t e o f a dop t i o n o r gr o w t h w i t h r e s p e c t t o E v e rs e n s e , o r i t s p a t i e n t s a n d pr o v i d e rs, o r t h e po t e n t i a l to e n ha n c e p a t i e n t o u t c o m e s, stat e m e n t s r e g a rd i n g i n c r ea si n g p a t i e n t a c c e ss, ad o p t i o n a n d m ar k e t s h ar e , a n d t he f u t u re gr o wth o f t he CGM m ar k e t , sta t e m e n t s reg a rd i n g adv a n c i n g d e v e lop m e n t pr o gr a m s a n d p o t e n t i al reg u l a t o ry e v e n t s, appr o va l s a n d av a i l a b i l i t y a n d t he at t r i b u t e s o f f u t u re pr o d u c t s, i n c l u d i n g l a un c h t imi n g o f G e mi n i a n d Fr ee do m , f e a t u r e s a n d i n t e gr a t i o n s, a n d o t h e r stat e m e n t s c o n t a i n i n g t h e w o rds “ b e l i e v e , ” “ e x p e c t , ” “ i n t e n d , ” “ m a y , ” “ pr o j ec t s , ” “ w i ll , ” “ p l a nn e d” a n d s imi l a r e x pr e s s i o n s c o n st i t u t e fo r wa r d - l ook i n g stat e m e n t s w i t h i n t h e m e a n i n g o f T h e P r i v a t e Se c u r i t i e s L i t i g a t i o n R e fo r m A c t o f 1 99 5 . T h e se fo r wa r d - l ook i n g stat e m e n t s a re b a s e d o n m a n a g e m e n t ’s c u r r e n t e x p e c t a t i o n s a n d p r o j ec t i o n s a bo u t f u t u re e v e n t s, a n d s u c h st a t e m e n t s a r e , by t h e i r n a t u re s u bj e c t t o r i sk a n d un c e r t a i n t i e s. A c t u a l r e s u l t s may d i f f e r m a t e r i a ll y fr o m t h o se i n d i c a t e d b y s u c h fo r wa r d - l ook i n g stat e m e n t s a s a r e s u l t o f va r i o u s i mp o r t a n t f ac t o rs, i n c l u d i n g un c e r t a i n t i e s i n h e r e n t i n : the f i n a l i z a t i o n o f the C o m p a n y ’s f i n a n c i a l st a t e m e n t s for the q u a r t e r e n d e d M a rch 31, 2026 a n d the r e v i e w o f s u c h f i n a n c i a l st a t e m e n t s by t h e C o m p a n y ’s i n d e p e n d e n t r e g i st e r e d p u b l i c a cc o un t i n g f i r m ; the f i n a l i z a t i o n a n d e x e c u t i o n o f d e f i n i t i ve a gr ee m e n t s for the a m e n d m e n t o f the H e rc u l e s l o a n f a c i l i t y ; t h e s a t i s fa c t i o n o f c o n d i t i o n s fo r , c l o si n g o f tra n s a c t i o n s r e l a t e d t o , a n d a s s u m pt i o n o f E u r o p e a n c o mm e rcial r e s p o n sib i l i t y for E v e rs e n se fr o m A s c e n sia a n d t h e c o n t i nu e d t ra n si t i o n o f c o mm e rcial r e s p o n sib i l i t y a n d b u i l do u t o f t h o se f u n c t i o n s a t Se n s e o n i c s ; i n s u r e r, r e g u l a t o r y , t e n d e r a u t h o r i t y , a n d a d m i n i strat i ve pr o c e s s e s a n d d e c i si o n s; t h e d e v e l o p m e n t a n d r e g i strat i o n a n d r o l l - o u t o f n e w t e c h n o l o gy a n d sol u t i o n s; c oo rd i n a t i o n w i t h h e a l t h s y st e m s, h e a l t h a u t h o r i t i e s, a n d n e w c o ll a bo r a t i o n p a r t n e rs a n d th i rd p a r t i e s ; t h e o n go i n g c o m m e rcia l i z a t i o n o f the E v e rs e n se pr o d u c t a n d t h e e x p a n si o n o f the E v e rs e n se pr o d u c t a n d Se n s e o n i c s ’ a n d it s pa r t n e rs’ a c t i v i t i e s; t h e c u r r e n t e c o n o mi c a n d r e g u l a t o r y /p o l i t i c a l e n v i r on m e n t , i n c l u d i n g t h e e f f e c t s o f tar i f f s; a n d s u c h o t h e r f ac t o rs a s a re s e t fo r t h i n t h e “ R i sk F a c t o rs” d e t a i l e d i n Se n s e o n i c s ’ A nnu a l R e po r t o n Fo r m 1 0 - K for the y e a r e n d e d De c e m b e r 31, 2025, a s f i l e d w i t h the S E C, a n d Se n s e o n i c s ’ o t h e r f i l i n gs w i t h the S E C un d e r t h e h e a d i n g “ R i sk F a c t o rs . ” In a d d i t i o n , the fo r wa r d - l ook i n g stat e m e n t s i n c l u d e d i n t h i s p r e s e n t a t i o n r e pr e s e n t Se n s e o n i c s ’ v i e w s a s o f the d a t e h e r e o f a n d t h e d e l i v e ry o f t h i s p r e s e n t a t i o n a t a n y t im e s h a l l n o t un d e r a n y c i rc u m sta n c e s c r ea t e a n i m p l i c a t i o n t ha t t h e i n fo r m a t i o n c o n t a i n e d h e r e i n i s c o r r e c t a s of a n y t im e a ft e r s u c h d a t e . Se n s e o n i c s a n t i c i p a t e s t h a t s u b s e q u e n t e v e n t s a n d d e v e l o p m e n t s w i l l c a u se Se n s e o n i c s ’ v i e w s t o c ha n g e . H o w e v e r, w h i l e Se n s e o n i c s m a y e l e c t t o u p d a t e t h e se fo r wa r d - l ook i n g stat e m e n t s a t so m e po i n t i n t h e f u t u r e , S e n s e o n i c s sp e c i f i c a l ly d i s c l a i m s a n y o bl i gat i o n t o do so e x c e pt as req ui red by l a w. T h i s pre se n t at i o n a l so pres e n t s m a n ag e m e n t ’s g o a l s a n d v i s io n f o r S e n s e o n i c s d e v e lop m e n t pr o gra m s, i n c l u d i n g w it h o u t l i m i t at i o n t he G e m i n i a n d Fr ee dom d e v e l o p m e n t pr o gr a m s. T h e se pr o d u c t s a re n o t a p p r o v e d by t h e FDA a n d the Fr ee dom pr o d u c t i s n o t s u bj e c t t o a n IDE o r o t h e r i n v e st i g a t i o n a l a p p r o v a l . P l a n s, t imi n g, s p e c i f i c a t i o n s a n d o t h e r d e t a i l s o f th e se pr o gr a m s a re subject to change based on the factors above. The forward - looking statements in this presentation should not be relied upon as representing Senseonics ’ views as of any date subsequent to the date hereof. This presentation shall not constitute an offer to sell, or the solicitation of an offer to buy, any securities, nor shall there be any sale of securities in any states or jurisdictions in which such offer, solicitation or sale would be unlawful. You agree to keep any information provided herein confidential and not to disclose any of the information to any other parties without prior express written permission of the Company. Neither the information contained in this presentation, nor any further information made available by the Company or any of its affiliates or employees, directors, representatives, officers, agents or advisers in connection with the presentation will form the basis of, or be construed as, a contract or any other legal obligation. Th e E v e rs e n s e ® C o n t i n u o u s G l u c o se M o n i t o r i n g (C G M ) S y st e m s a re i n d i c a t e d for c o n t i n u a ll y m e a s u r i n g g l u c o se l e v e l s for u p t o 3 6 5 d a y s for E v e r s e n s e ® 3 6 5 a n d 180 d a y s for E v e rs e n s e ® E 3 i n p e rs o n s w i t h d i a b e t e s a g e 1 8 a n d o l d e r. Th e s y st e m s a re i n d i c a t e d for u se t o r e p l a c e f i n g e rst i c k b l oo d g l u c o se (B G ) m ea s u r e m e n t s f o r d i a b e t e s t r e a t m e n t d e c i si o n s . F i n g e rst i c k BG m e a s u r e m e n t s a re st i l l r e q u i r e d for c a l i br a t i o n pr im a r i l y o n e t i m e p e r w ee k a f t e r d a y 1 4 for E v e rs e n s e ® 3 6 5 a n d o n e t i me p e r d a y a ft e r d a y 21 for E v e rs e n s e ® E 3 , a n d w h e n s y m pt o m s d o n o t m a t c h C G M i n fo r m a t i o n o r wh e n t a k i n g m e d i c a t i o n s o f t h e t e t ra c y c l i n e c l a s s . T h e s e n sor i n s e r t i o n a n d r e m o v a l pr o c e d u r e s a re p e rf o r m e d b y a h e a l t h c a re pr o v i d e r. Th e E v e rs e n se C G M S y st e m s a re pr e s c r i p t i o n d e v i c es ; p a t i e n t s s h o u l d t a l k t o t h e i r h e a l t h c a re pr o v i d e r t o l e a rn m o r e . For im p o r t a n t s a f e t y i n fo rm a t i o n , s ee h tt p s : //w w w . e v e rs e n s e d i a b e t e s .c o m /s a f e t y - i n fo / .

D i s r u p tive Po te ntial Add res s i n g key p a t ient p ai n p o i n t s i n a l a rg e , g r o wi n g an d u nd e r p e n e tra te d C G M m ar ket *Me d t ec h Ma r k et I n t ellige n ce R e p or t : C GM Ma r k et – Ma s s De v i c e ( O ct o b e r 2 0 2 5 ) . Fo c us e d St r a t e gy Exe c u ti n g a c l e a r gro w th s trat e gy f o cu s ed o n awarene ss , a c c e ss , s c a l e an d r et e n ti o n C ommerc i a l Momentum I n it i a t ives an d i n v e s tm e n t s ar e d e liv e r i n g res u lts, v a li d a t i n g o u r s tra te g y an d am b it i on C l e a r R oadmap B u il d i n g a s u s t a i n abl e f i n ancia l p r o f i l e an d s h a p i n g th e f u tu r e o f d ia b e t es Fully In t e g r a t e d C apab i liti es Unlocki n g o p e ratio n a l e ff i ci e n ci e s , commercia l p otent i a l an d f i n ancia l b e n e f i t s ✓   $ 1 3.5 b n g l o b a l C G M mark e t s iz e i n 2 0 25* ✓   # 1 lo n g e vit y an d #1 s u rviv a b il i ty ✓   A n e w l e v e l o f co n trol an d a g il i ty ✓   T o p li n e ac c re t i o n an d mar g i n expan s i on ✓   2 0 2 6 – an i m p o r t a n t y e ar f o r e x e cuti on ✓   B a l anc e s h e e t s upp o r t s i n v e s tm e nt ✓   1 03 % n e w p a t ient g r o wth i n th e U . S. i n 2 0 25 ov e r 2 0 24 ✓   8 6 % i n cre a s e i n P r escr i b er s i n 2 0 25 o v e r 2 0 24 ✓   G o a l to b re a k e v e n an d p r o f i t a b il i ty ✓   Ro b u s t p i p e li n e : Gem i n i an d F re e d om

Pre li mi n ar y Q1 20 2 6 F i n a n cia l I n f o r m a t i on* R e v e n u e $ 1 1 . 7M G r o ss P r o f i t $6 . 4M G r o ss M a r gi n 54% N et Lo ss ($ 3 1M – $3 3 M) C as h (as o f 3 / 31 / 26) $64. 6M H E RCUL ES L O A N A M E ND M E NT ** • I mm ediatel y A v ailable t o D ra w : $20 M 1 • P F D eb t Ou t st an d in g : $55 M • Addi t ional T ran c he s A v ailable: U p t o $85M • T otal C o m m i t m ent : U p t o $1 4 0M REG A INED EVERSENSE CO M M ERCI A L CONTROL (Jan. 2026) • Full control of resourcing and strategic direction w ith no re v enue share • U.S. transition complete; EU e x pected in Q2*** EXECUTING P A RTNERSHIP WITH SEQUEL (Apr. 2025) • Enables rea l - time readings from E v ersense® to be recei v ed b y the t w iist T M pump A BBOTT INVEST M ENT ( M a y 2025 ) • In v ested ~$20 M to o w n ~4.99% of SENS common shares in M a y 2025 pri v ate placement • Pro v ides strategic v alidation w ith progress to w ard pipeline products INI T I A TE D EU CO M M ER C I A L L A UN C H OF E V ER S EN S E 3 65 (A p r. 20 2 6) • A v ailable to initial patients in S w eden, w ith launches e x pected in German y , Spain and Ital y during the coming w eeks as part of a phased roll out 1 . $ 1 0 M i s s u bjec t t o r a i s i n g $ 5 0 M of a ddi t i o n a l c a s h p ro ceed s . * T h e s e nu m be r s a r e p r eli m i n a r y e s t i ma t e s , based o n i n form a t i o n c u rr e n t ly a v a il a bl e t o m a n a ge m e n t , h a v e n o t be e n r e v iewed by o u r i n dep e n den t r eg is t e r ed p u bl i c a cc o un t i n g f i rm a n d m a y v a r y from o u r a c t u a l r ep o r t ed f i n a n ci a l s t a t e m e n t s a s of a n d for t h e q u a r t e r e n ded M a r c h 3 1 , 2 0 2 6 . ** S u bjec t t o f i n a li z a t i o n a n d execu t i o n of de f i n i t i v e a m e n d m e n t t o H e r c u le s l o a n f a cili t y , exp e c t ed i n M a y 2 0 2 6 . *** E U t r a n s i t i o n s u bjec t t o cl o s i n g of A s ce n s i a E u ro pea n t r a n s a c t i o n s . T h e p r eli m i n a r y f i n a n ci a l i n form a t i o n p r e s e n t ed h e r ein s h o u ld n o t be v iewed a s a s u b s t i t u t e for f u ll f i n a n ci a l s t a t e m e n t s p r epa r ed i n a cc or d an ce w i t h G A A P a n d r e v iewed by t h e C o m p any ’ s i n dep e n den t r eg is t e r ed p u bl i c a cc o un t i n g f i rm.

Lar ge and g r ow i ng mark e t cu r r e ntly dom i nated by s i m i l a r pr o duc t s w it h s i g n i ficant draw b ac ks Th e mar k e t r emains s i g nif i can t ly underpen e t r a t ed S i g n i ficant unt a pp e d o p p or t unity t o e x pa n d mar k e t shar e an d dri v e r e v enue g r o w th S e ns e oni c s is p ione e ring a c o mp l e t ely new pr o duc t ca t e g o r y i n lon g - t e rm an d ful l y - i m pl a ntable C G Ms Co m m o n CGM F r ustratio ns Se n s or l i fe t i me Early fa i l u res A c cu r acy i s sues Wasted senso rs Sk i n irritation C o mpress i on lo ws Al a rm fatigue * M ed t ec h M a r k e t I n t el l ig e n ce R ep o r t : CG M M a r k e t – M a ss D e v ice ( Oc t o be r 2 0 2 5 ) ** M a r k e t s i z i n g s o u r ces o n t h i s s lid e a r e de r i v ed from s o u r ce s o n f ile a t S e n s e o n ic s 2 0 25 global C G M m ar ke t* o f e l igi b l e US p a t ient s u tiliz e C G M** A b b o t t De x com M e d t r on ic Sen s eon i cs 2 024 C G M R e v e n u es G l o b al CGM M a r k e t S i ze $5.5 $ 7 . 1 $ 8 . 1 $9.8 $ 1 1 .6 $ 1 3.5 0 5 10 15 2 0 2 0 2 0 2 1 2 0 2 2 2 0 2 3 2 0 2 4 2 0 2 5E R e v en u e in B il l i o ns ( $) ~ 2 0 % C A GR

T h e w o r ld’s first and on l y On e Ye a r CGM sy s tem. P r o d u ct cla i m s o n t h i s s li d e are d e r i v e d f ro m s o u r ce s o n f ile at S e ns e o n i c s a n d u s e r m a n u al s o f com p eti t or p ro d u cts Long e st Lasting C GM Indust r y - Le a ding Surviva b ility Ex c eptional A c curacy No Mo r e W a st e d Senso rs Minimal S k in Irritation n e w p a t i e nt gr o w t h in 202 5 in the U . S . over t h e pr io r y e ar Emp o wering patie n ts wi t h m o r e au t on o my , fl e xi b ility, an d conv e ni e n ce Ena b lin g H CPs to ma k e t r ea t m e n t d e ci s ions wi t h g r e a t e r cl i ni c al confiden ce G a ini n g m o m entum… Reduced compr e s s ion lows …b y d e liverin g v a lue

* S o u r ce s o n f ile at S e ns e o n i c s. PAT I ENTS P R O VIDE RS E m p owerin g Pa t ien t s to L i ve a L i fe U nint e r r u p t e d Enabling C onf id e nt C lini c a l Dec i sions L on g e st L ast i n g C GM T h e only C G M that l a s ts f o r a y e a r , w h i l e t r aditiona l 1 0 – 15 - da y CG M s o f t e n fa i l e a rl y* N o M ore Wast e d C G M s Re m o v abl e s m a r t t r a n s m itt e r c a n be tak e n o f f w h e n n ee ded . If th e t r a n s m itt e r g e ts kno c k e d o f f, s i m pl y p u t it bac k on w it h out w a s tin g a CGM A l erts Y o u C an trust Ex ce p t i o n a l a cc u r a c y f o r on e y e a r , w it h a lm o s t n o fa l s e a l e r ts f r o m s l ee pi n g on y our CG M at n ig h t* M a xi m u m C om f ort O u r g e n tl e , s i l i c on e - bas e d adh e s i v e s a r e c h a n g e d dai l y a n d caus e al m ost n o s k in r e actions On e C G M . On e Year of M i n i ma l D i srupt i ons T h e l on g e s t l a s tin g a n d m o s t dep e n da b l e CGM E xcep t i ona l Accura c y O ve r O n e Y e ar T h e m o s t a cc u r at e CG M in t he h y po g l y c e m i c r a n ge a n d e ss e n tia l l y n o c o m pr e ss i o n l o w s* D e s i g n e d f or I mproved Qua l i ty o f L i fe N o m o r e f re q u e n t CG M c h a n g es a n d w a s t e d s e n s o rs R e duc e d ca l i brat i on comparabl e to c ompe t i tive pr o duc t s w i tches bu t b e t t e r s i n c e n o s e n so r r e s et

E v e r se n se Be n e fit Se n s o r L ifeti m e 15 days 15 days 365 d ays O n e y e ar o f m i n i m a l d is r u pt i o n s 1 - 3 Se n s o r S u r v ivabi l it y Rate 73 .9% 83 .1 % A d u lts 76 .8 % P eds 90 % M o st depen d a b le C G M 1 - 3 C om p ress i o n L o ws Ye s Ye s Virt u al l y n o ne E s s en t i a l l y n o c o m pr e ss i o n l o w s 4 wh i le s leep i ng Acc u racy i n Lo w Gl u c o se Ra ng es < 5 4 m g / d L ( M AD i n m g / d L ) 12 .5 15 .5 7 .7 M ost a c c u r a t e i n l o w g l u c o s e r a n g es 1 - 3 CGM C h a ng es P er Y e ar 3 6 2 4 1 L o n g es t l a st i ng C G M 1 - 3 L o w Gl u c o se E v ents D e t ec t ed (at 60 m g / d L) L o w g l u c o se e v ents d e t ec t ed (fr om 76 %) 76 % 91% The mo st depen d a b le pr e d i c t ive a l e r t s 1 – 2 O n - b o d y V i b rati o n A l erts P a t ie n t d is cret i o n & a l e r ts when p h o ne i s o ut o f r each Re m o v a b l e * S m art Tra n s m itt e r N o m o r e w a s t ed C G Ms A d h esi v e Ac r y l i c Based Ac r y l i c Based S i l i c o n e Based Ma x i m u m c o mf o r t w i t h a lmo st n o s k i n r eac t i o ns 15 D A Y 2 3 1 * t h e re i s n o d a t a g e n e r a t e d wh e n t h e t r a n s m i tt er i s re m o v e d. 1. S e n seo n i c s . ( 2026) E v er s e n se 365 C o n t i n uo u s G l u c o s e M o n i t ori n g S y s t e m U s er G u i d e . L B L - 7702 - 01 - 0 01 2. F D A 510 K D eci s i o n S u m m a r y – D e x co m G 7 15 D ay 3. F D A 510 K D eci s i o n S u m m a r y – A b bo tt L i b r e 3 p l us 4. C h r i s t i a n s e n M P e t a l . A P ro s pec t i v e M u l t ice n t er E v a l u a t io n of t h e A c c u r a cy o f a N o v el I m p l a n t e d C o n t i n uo u s G l u c o s e S e n sor : P R E C I SE I I . D I A B E T E S T E CH N O L O G Y & T H E R A PE U T I C S 2018; 20 ( 3 ) :1 9 7 - 2 06

Insig h ts from patient s and pr a c t it i on e r s showcas e p r oduct di f fer e ntiation and r e a l - li f e b e nefits. sw i tc h fro m L i bre (Ab b ott) s w i t c h f r om De x com sw i tc h fro m Medt r on ic a r e ne w t o C GM New E v e r sense U s e rs

Captu r ing New Use r s and Swit c h i ng Other CG M Use rs Tar g e t patient profiles Di s s ati s f i ed w i th C u r r ent C GM N e w to C GM T y p e 1 an d T y p e 2 To p pr e f e rre d f e atur e s of e x isting use rs A c c u ra cy Sen s o r Li fe Im p l a n t a b l e C o n v e n ienc ed N e w U s e r s by D i a bet e s T y pe 9/10 of our US pati e nt s s w i t c h e d f r om oth e r CGM s o l uti o ns 24% T y pe 1 7 6 % T y pe 2 ~ 1 0% N e w C G M User ~90% S w i t c hed t o E v e rse n se 5 0 % D exc o m 3 8 % Li b r e 2% Me d t r o nic

Focus on g e ne r ating h i g h - quality le a ds, in c r e asing r e ac h ability, ef f i c ient conver s ion D T C= W e b / S oc ia l T r aff ic H C P = T a r g e t A cc ou n ts D T C= W e b / S oc ia l T r aff ic H C P = T a r g e t A cc ou n ts L e ads Su b m itt ed *Di r e ct le a d e n tr y & d i r e ct HC P r e f e rr al L e ads Su b m itt ed *Di r e ct le a d e n tr y & d i r e ct HC P r e f e rr al W o r k a bl e L e ads * L e ad f i l t er in g : e l igibi l it y & c o v e r age W o r k a bl e L e ads * L e ad f i l t er in g : e l igibi l it y & c o v e r age Re a c h ed * C ontact v ia SMS, e m ai l , l i ve Re a c h ed * C ontact v ia SMS, e m ai l , l i ve C o n v e r t to O p p o r t u n ity * P ip el in e nu r t u r ing C o n v e r t to O p p o r t u n ity * P ip el in e nu r t u r ing Co n ve r t to S h ipm e n ts Co n ve r t to S h ipm e n ts H e alth Ca r e Pr o fes s ional ( H CP ) Channe l ( ~4 5 % o f S hi p ment s) C o re Rol e: • St r at e gi c e xpansi o n & l on g - t erm pos i tioning Str u c t u ra l R e a l ity • U n de r pen e t r at e d pr e s cr i be r base • Re f e r r al d r i v e n , m or e du r a b le d e mand • De pen d e n t on o f f i c e a c ti v ati o n & s u p p o rt Pri m ary Le v e rs • Expa n d ta r g e t e d H C P c o v e r age • Inc r e a s e o f f i c e a c ti v ati o n & r e f e r r a ls • E n h a n c e f i e l d & c l ini c a l s u p p o rt • G r o w E O N ins e r te r n e two rk Im p lic a ti on • H C P gr ow th e xpan d s pr o f e ss i o n a l a w a r e n e ss a n d gr ow th. DTC Channe l ( ~55 % o f Sh i p me n t s) C o re Rol e: • B r oad e n a w a r e n e ss o f E v e r s e n se Str u c t u ra l R e a l ity • H ig h in b ou n d de m a n d e x i s ts • Chan n e l dr i ve n b y D T C in v e s tm e nt • G r o w th m od er at e d b y m i d - fu n n e l c on v e r s i on Pri m ary Le v e rs • A cc e l e r at e s pe e d - t o - l e ad and r e a c h ab i l ity • Inc r e a s e w o r k a bl e - t o - o ppo r tunit y c o n v e r s i on • A dvanc e A I - e n abl e d nu r t u r in g a n d out b ou nd • I m pr o ve s c h e d u l in g a n d re i m b u r s e m e n t f r i c tion Im p lic a ti on • S m a ll i m pr o ve m e n ts in m i d - fu n n e l c on v e r s i o n dr i ve sh ipm e n t l i f t.

Our comme r c i al s tr a teg y deliv e r e d r e sult s in 2025; a s o lid foundation to ac c el e r a te g r owth. Cov e r e d No n - c o v e red c o v e r e d l i v es 2 0 2 4 2 0 25 New P atient Growth H C P D TC 2 0 2 4 2 0 25 Inse r te r Growth E x t e rnal Eo n C are 2024 2025 Presc r iber Grow th E x i s t ing N e w in 20 25 Co v e r ed L i ves n e w pr e s cr ib e rs

A c cess for ov e r 3 0 0 million lives In J anu a ry 2026, CMS upd a t e d t h e physici a n fe e sc h edule t o i n clude a 9% - 14% price i n c r ease for E v e r sense C P T c o des. Br o ad C o mm ercial a n d Me d icare co v er a ge f o r bo t h P ro d u ct a n d Proce d u re hc s c - lo go

T erri t or y M anagers As s ocia t e T erritor y M an a ge rs R egional C lini c al M anagers Area M anagers

We expe c t t o more th a n do u b l e the nu mb e r of Eo n prov i ders i n 2026 Le an in g i n to EO N f o r g r o wth F u t u re Gro w th A cc e l era t ors • E O N e x pans i on o f 5 0 + n ew pro vi d e rs o v er n e x t 12 m o n ths • Recruitm e n t p a rt n er c o n tr a c ted – acc e lerat i on w ell un der w ay S C A L E : E ON i s <1 0 % of a l l i n ser t e r s but now h andl e s ~ 2 5% of ins e r t ions A purpo s e - built sub s idiary deliv e ring m o bile ins e rtion s to improv e patient ac c e s s nationwide R e i m bu r s abl e a n d s e l f - f u nd i ng B o o s t s f i e l d - s a l es e ff i ci e n cy Ext e nd s re a c h to un t a pp e d p a t ients E n abl e s p rescr ib e r - o n ly p hy s ic i an s* Centra l iz e d s c h e du li n g & p a t ient trai n i ng * S o m e H C P s p r e f e r t o p r e s cri b e o n ly . E O N C are e n a b le s all t y p e s o f pro v i d e r s t o o f f e r E v e r s e ns e a c ce s s t o t h e i r p atie n t s . E o n g o al s s u b j ect t o co n t i n u e d e x p a n s io n.

W e a r e fo c us e d on e xecu t ing ou r st r ate g y to unlock the pot e ntial of Eve r s e ns e 36 5. Expan d an d o p ti m iz e i n s e rt e r n etwo r k ( i n c . E O N Care s trat e gy) Fu r t h e r e x pand c o v e r a ge E n h a n c e P a tient affo rd ab i lity Evol ve o n b oar d i n g p r o c e ss E n h a n c e u s e r e xperience Provi d e p r o a c tiv e s upp o r t, w i th f o cu s o n r e n e w a ls DTC mark e ti ng H CP mark e ti ng O p ti m iz e t a rg e ti n g an d p r o du c t p o s it i o n i ng Expan d commercia l t e am an d c a p a c i ty R e f o cu s ap p r o a c h to th e E u r o p e an mark et A ID* mark e t e n try Su p po r t e d b y imp r ov e d op e r a t ional cont r o l an d finan c i a l fi r e p ow e r – up to $ 1 0 0 m de b t f a cility** E ncour a ge d by r e c ent comme r ci a l mo m entum an d focuse d str a t e gy * A u t o m a t e d in s u l in d e l iv e r y s y s t e m s . * *P e n d in g a m e n d m e n t t o H e rc u l e s l oa n f a c ili ty t h a t w o u l d in cr e a s e t o t a l bo rr o wing c a p a c i t y t o u p t o $ 1 4 0 m il l i o n .

N o t e : Ge m i n i a n d F r eed o m ro w s r ep r e s e n t t a r ge t m ile s t o n e s. P ro g ra m s i n de v el o p m e n t ( Ge m i n i a n d F r eed o m ) . P ro d u c t a tt r ibu t e s , s peci f ic a t i o n s , a n d de v el o p m e n t t i m elines s u bjec t t o r i sk s an d un ce r t a i n t ie s . F or m o r e i n for m a t i o n , s ee " R i sk F a c t or s " i n o u r A nnu a l R ep o r t o n F or m 1 0 - K for t h e y e a r e n ded D ece m be r 3 1 , 2 0 2 5 a n d o u r s u b s eq u e n t f ilings w i t h t h e S E C . . B G M Conne c tivit y Di r e c t co m m u n i c a ti o n w i th B lueto o th ena b l e d b lo o d g l u co s e meters F urt h e r Pump I nte g r a tio n Sen s o r au g ment s p u m p , p l a nn i n g ad d it i o n a l pu m p p artnersh i p s P u mp A I D C G M co n trol s p u mp 2 026 2 027 2 028 E v e r s e ns e ® 365 W o r l d’s f i rst on e - y ea r s en s or G e m i ni On e - y e a r s e n s or w it h ba tt e r y for c onti n u o u s a n d option a l point - i n - time r e a ding Fr ee d om N o tr a n s m itt e r in c l u d e d in t h e S y s t e m . D ir e c t c o m mu n i c a ti o n betw e en s e n sor an d ha n dhe ld C o mm erci a l L a un ch C o mm erci a l L a un ch E U Laun ch & F irst A I D I n t eg r a t i on T w iist P u m p L a un c h C l ini c a l & Re g u l a t o r y Mi l est o nes C l ini c a l T r ia l S t ar t A n d F D A S u b m is s i on C l ini c a l & Re g u l a t o r y Mi l est o nes C l ini c a l T r ia l S t ar t A n d F D A S u b m is s i on Planned Co n nectivi t y Upda t es

Autonomou s Senso r Testing with Data Pr o cessing Cap a c i ty En a bling 2 P r oducts from 1 Platform Techn o logy E nhanc e d 36 5 sensor w it h i n t e g ra t ed bat t e r y; upd a t e d a l g o r it hm Us e Cases Ful l year use w it h 1 sensor an d 1 ca l /week T w o un i que p r o duc t s: C GM w i t h t r an s m i t t er S t a n da l on e t h e r a p e utic FGM * w it h out t r an s m i t t er Target In t ensi v ely mana g ed patien t s wh o want be t t e r c o n tr ol + All i n su l i n - us i ng patients + No n - i n su l i n p atients *F G M : F l a s h Gl u c o s e M o n i t or i n g . P ro g ra m i n de v el o p m e n t . P ro d u c t a tt r ibu t e s , s peci f ic a t i o n s , a n d de v el o p m e n t t i m elines s u bjec t t o r i sk s a n d un ce r t a i n t ie s . F o r m or e i n form a t i o n , s ee " R i sk F a c t or s " i n o u r A nnu a l R ep o r t o n F orm 1 0 - K for t h e y e a r e n ded D ecembe r 3 1 , 2 0 25 a n d o u r s u b s eq u e n t f ilings w i t h t h e S EC

Elimination Of Transmitte r By In c o r po r ating Blueto o th In T h e Sen s or Enhan c ed 3 65 sen s or with in t egra t ed b a tt e ry a nd Blue t oo t h communicatio n ; upda t ed a lg o rithm Int e n s ively m a n a ged p a ti e nts w h o wan t bet t er control + A l l ins u li n - u s ing pa t ients + No n - ins u lin pa t ients Us e Case Targ et Tec h nol o gy Fu l l ye a r use with 1 sen s or a nd 1 c a l / w eek No tr a n s m i tt e r in c luded in the S ystem Dire c t co mm uni c a t i on be t we e n sens o r a nd handheld P ro g ra m i n de v el o p m e n t . P ro d u c t a tt r ibu t e s , s peci f ic a t i o n s , a n d de v el o p m e n t t i m elines s u bjec t t o r i sk s a n d un ce r t a i n t ie s . F o r m or e i n form a t i o n , s ee " R i sk F a c t or s " i n o u r A nnu a l R ep o r t o n F orm 1 0 - K for t h e y e a r e n ded D ece m be r 3 1 , 2 0 2 5 a n d o u r s u b s eq u e n t f ilings w i t h t h e S E C .

• C G M adoption c apped b y dail y o n - bod y burden • Vi s ibili t y , sk in i ss ue s , ala r m s pe r s i s t despite c on t rol • R e s ear c h s ho w s QoL relie f re m ain s un m et • 1 - Y ear I mplan t abl e CGM • N O TR A N S M I TT ER re m o v e s t he s ingle bigges t ba r rier • W ould leapf r og c o m pe t i t i v e o ff erin g s a s t he f ir s t C G M t o re m o v e t he o n - bod y t ran s m i t t er • T o broaden appeal be y ond t he c urren t E v er s en s e 365 u s er ba se • T o redu c e beha v ioral and e m o t ional barrier s t o lon g - t er m u se • T o po s i t ion i m plantable C G M a s lo w er burden, no t higher c o mm i t m ent M A RK E T C O N S TR A I N T S T E P - CH A N GE SO L UT I ON WH Y I T M A TT E RS Free d om e x p e c te d to re m o v e th e a d o p t i o n c e i li n g i d e nt i f i e d a c ro ss CG M ; s h i ft i ng i m p l antab l e C G M fro m d i fferent i ated a l ternati v e to sc a l ab l e preference. P r o g r a m i n d e v el o p m e n t . S t e p - c h a n ge s o l u t io n s , p ro d u ct at t r i b u t e s , a n t i c i p ate d b e n e f it s a n d d e v el o p m e n t t i m eli n e s s u b j ect t o r i s k s a n d u n cer t a i n t i e s . S u mm ary o f d irecti o n al q u al i t ati v e 2 0 2 5 r e s earc h i n s ig h t s P h a s e 1& 2 q u al i t ati v e r e s earc h (PWD s a n d H C P s ); q u a n t itati v e v al i d at i o n un d e r wa y t o a s s e ss r elati v e a d o pt io n p ro p e ns ity b y PWD t y p e ( r e s u l t s Ma r c h 2 0 2 6).

“ T ha t w ou ld m a k e u s m o re l i k e l y to u s e it – j u s t l o o k a t y ou r p ho n e … no c ha r g in g ” P WD – T 1 D , E v e rs e n s e Us er “ P h e nomen a l … r e m o v in g t h e e x t e rn a l tr a n s m itt e r re s o l v e s G e m i n i ’s l i m it a ti o n s ” E ndo “[F r eedo m ] is m o re appe a l i ng : si m p ler, no tr a n s m itt e r … c o u ld i m p ro v e adop ti o n on c e a v a i l ab l e ” Endo “ Big g a m e c h a nger … re m o v in g c ha r g in g and s w ipi n g en tirel y ” Nu r se “ t h e r e m o v a l o f t h e o n - ar m tr a n s m itt e r … ta k es a no t h e r pi e ce out of th e e qu a tio n ” Nu r se “ W ou ld pr e fer t h is – s o l v e s f o r t h e tr a n s m itt e r f all i n g o f f a n d ch a r g ing … f e e l s t his w o u ld j usti fy t h e add iti o n a l p r i c e ” P W D – T 2 D, FS L 3+ U s er Re m o v in g t h e e x t e rn a l tr a n s m itt e r r e s ol v es G e min i ’ s h y bri d - mod e l i mit a tion s ” Endo S o u r c e : Qu a l R e s e a rc h 1 S e p t e m b e r 2 0 R d 25. Ve r batim

• Full contro l o f reso u rcing and str a te g ic direction • U.S. transition com p lete ; E u r opea n t arget Q 2 2026 • Brian H a n s e n as s u m e d role as Sen s eonics C h ief C o m m ercial Of f icer a n d c ontin u es to lead t h e comm e rcial organizat i on • E u ropean t ransition ser v ices d u ring h andover • Eli m inated re v e n u e share, SENS as s u m e d costs ef f ective 1/1/ 26 • P u rchase p r ice is p r e d omi n antly i n ve n tory rep u rchase

• Comme r cial develop m ent a g r eement a n no u nced in A pr il 2 0 25 • Partnershi p enables r ea l - time r eading s f r om Eversense® t o be r eceive d b y the t wii s t pump • R eading s u s ed in the L oop algorith m a u t o ma t ical ly ad j u s t ins u lin d elive r y a n d p r edi c t future g lucose leve ls Eversense 365 expected t o p r ovide the l ongevi t y , conti n uity, a n d accurac y es s enti a l fo r A I D sys t ems Fir s t Automated Insulin Deliv e r y Pa r tne r ship Launc h i n g Integr a tion

F i n a n c i a ls P r e li m . Q1 2026* Q1 2025 F Y 2025 F Y 2024 R e v e n u e $ 1 1 . 7 M $6 . 3M $35. 3 M $22. 5M Gr o ss Pr o f i t $6.4M $1.5M $1 5 . 8 M $0.5M N et Lo ss ($31 M – $33 M ) ($14 . 3 M ) ($69 . 1 M ) (78 . 6 M) C as h (as o f 3 / 31 / 26) $64. 6M C a p i ta li z a t i on B as i c S h a r es (as o f 3 / 31 / 26) 41 . 8M P HC P r e - f und e d W a rr a n ts 4 . 2M W a rr a n ts (S h a r es / W A St ri ke P ri ce) 2 . 4 M / $7 . 40 O p t i on s (S h ares / W A Str i ke Pr i ce) 1.7 M / $2 1 . 77 R S U s 1 . 0M * T h e s e nu m b e r s are p r eli m i n ary e s t i m ate s , b a s e d o n inf or m ati o n c u rr e n t ly a v a i la b le t o m a n age m e n t , h a v e n o t b ee n re v i e we d b y o u r i n d e p e n d e n t r egi s t e r e d p u b li c a c co u n t i n g f irm a n d m a y v ary f ro m o u r a ct u al r e p or t e d f i n a n c i al s t ate m e n t s a s o f a n d f or t h e q u ar t e r e n d e d Ma r c h 31 , 2 0 2 6 T h e p r eli m i n ary f i n a n c i al i n f or m ati o n p r e s e n t e d h e r e i n s h o u l d n o t b e v i e we d a s a s u bs t it u t e f or fu ll f i n a n c i al s t ate m e n ts p r e p are d i n a c c or d a n c e wit h G A A P a n d r e v i e we d b y t h e C o m p a n y ’s i n d e p e n d e n t r egi s t e r e d p u b li c a c co u n t i n g f irm.

Unlock i ng poten t ial . Accelerating growth.