Jul. 9 at 11:34 AM
$SENS investment thesis is not based on passion, hope, or anecdotes. It is based on reported operating metrics showing that Senseonics is turning its technology into real commercial growth.
Revenue was
$11.7M, up 87% YoY.
Gross margin reached approximately 58–59%.
Full-year 2026 revenue guidance was raised to
$60–64M.
DTC new-patient shipments were up nearly 100% YoY and represented about 60% of new-patient shipments.
Bundled pay accounted for around 60% of volume.
Eon Care performed more than one-third of insertions, with 70+ nurses across 34 states.
Reorders came in above plan.
