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Senseonics Holdings, Inc. (SENS) Q3 2024 Earnings Call Transcript Summary

Senseonics Holdings, Inc. (SENS) Q3 2024 Earnings Call Transcript Summary

Senseonics控股公司(SENS)2024年第三季度业绩会议电话简报摘要
moomoo AI ·  11/07 18:37  · 电话会议

The following is a summary of the Senseonics Holdings, Inc. (SENS) Q3 2024 Earnings Call Transcript:

以下是Senseonics Holdings, Inc.(SENS)2024年第三季度业绩会议呼叫成绩单总结:

Financial Performance:

财务表现:

  • Q3 2024 net revenue was $4.3 million, a decrease from $6.1 million in the previous year, primarily due to inventory adjustments for the Eversense 365 launch.

  • Gross loss for Q3 2024 was $4.1 million, down from a gross profit of $1.2 million year-over-year, influenced by one-time charges linked to the new product transition.

  • Operating loss for the nine months ending September 2024 increased to $22.8 million from $19 million, with a third-quarter net loss of $24 million.

  • 2024年第三季度净营业收入为$430万,较去年$610万有所下降,主要是由于Eversense 365推出时的库存调整。

  • 2024年第三季度毛利润亏损为$410万,较去年同期$120万的毛利润下降,主要是由于与新产品过渡相关的一次性费用影响。

  • 2024年9月底九个月的营业亏损从$1900万增加到$2280万,第三季度净亏损为$2400万。

Business Progress:

业务进展:

  • FDA approval of Eversense 365, a one-year continuous glucose monitor, significantly builds on product advancement.

  • Launch of Eversense 365 with early positive feedback and strong healthcare provider adoption.

  • Strategic moves including acquisition of Eversense Insertion Network assets and plans for cost reductions in 2025 to enhance financial stability.

  • Progress on the development of next-generation sensors, Gemini and Freedom, which offer battery power and direct phone communication respectively.

  • FDA批准Eversense 365,一款为期一年的持续血糖监测仪,极大地推动了产品进展。

  • Eversense 365推出时得到了积极的初步反馈和医疗保健提供者的积极采纳。

  • 战略举措包括收购Eversense插入网络资产和计划于2025年进行成本削减,以增强财务稳定性。

  • 下一代传感器Gemini和Freedom的开发进展顺利,分别提供电池供电和直接电话通信。

Opportunities:

机会:

  • Eversense 365 coverage by nearly all U.S. insurers and Medicare, enhancing accessibility.

  • Expanded partnerships with health systems, such as Mercy, expected to improve patient outcomes and reduce care costs.

  • Anticipated revenue growth from Eversense 365 in 2025 with improved unit economics.

  • Eversense 365已覆盖几乎所有美国保险公司和医疗保险,提高了可及性。

  • 与诸如Mercy等卫生系统的合作伙伴关系扩大,预计将改善患者结果并降低护理成本。

  • 预计Eversense 365将于2025年实现营业收入增长,并改善单位经济学。

Risks:

风险:

  • Transitioning to Eversense 365 impacts short-term revenue due to inventory management and product switchovers, particularly affecting Q3 and possibly extending into early 2025.

  • 转向Eversense 365影响短期营业收入,由于库存管理和产品切换,特别影响第三季度,可能延伸至2025年初。

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