GBA PRESENTS- the public games

stonedinvestor · Jul 17, 2025 at 8:27 AM

stonedinvestor said:
in 2024 Director bought 325,000 shares @ .41 Cents

Pres and CEO bought 315,000 shares @ .31 Cents

Senseonics backs FY25 revenue view $34M-$38M, consensus $35.54M » 05/08 SENS

Senseonics price target raised by 30c at H.C. Wainwright, today/

April-:

Senseonics Holdings (NYSE:SENS) received a new Outperform rating from Mizuho, accompanied by a price target of $2.00 per share. The firm's positive stance on the stock is based on encouraging survey data that suggests a growing adoption of continuous glucose monitoring (CGM) systems, as well as favorable feedback from physicians regarding the company's Eversense 365 product. According to InvestingPro data, two analysts have recently revised their earnings upward for the upcoming period, with analyst targets ranging from $0.30 to $2.50 per share.

Senseonics' Eversense 365, a long-term CGM system, is expected to capture significant market share in the United States. Following the expansion of its user label in September 2024 to include a 12-month usage period, the company is projected to achieve share gains of over 100 basis points over the coming years. The company's revenue is forecast to grow by 57% in FY2025, and its strong liquidity position is evidenced by a current ratio of 2.35.

The $2 price target set by Mizuho reflects a free cash flow (FCF) yield target of 7% based on their market share projections for Eversense 365. Additionally, Mizuho has indicated a more optimistic $4 price target for Senseonics, which hinges on the successful adoption of the company's next-generation solutions, such as the Gemini and Freedom systems.

<<<<>>>>>>

Revenue Dec 25' est $35.8 Mil
Revenue Dec 26' est $52 mil

This company was going to do a reverse stk split and decided not to. They must feel they can themselves get to $1.

Huge short position might be subsiding

lousy margins

5.7 % short was much higher/

10 days to cover.

Longshot Idea**->SENS Senseonics Holdings, Inc.

$0.49-0.013(-2.63%)4:00 PM 07/07/25
NYSE |$USD |Pre-Market:$0.49+0.00(+0.10%)7:13 AM
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Ok so I have taught you all my trick of " Rule Of 3 " and in my mind now we have 3 reasons to buy.

1> Insider Buying
2> House coverage #1
3> House coverage #2

stonedinvestor · Jul 17, 2025 at 8:30 AM

Ok big F up/ I have the companies confused this is NOT the rat killing company!!

Sorry- it's the implantable device glucose monitor co..

That's better. Much better

stonedinvestor · Jul 17, 2025 at 8:31 AM

stonedinvestor said:

The components of the Eversense 365 CGM. [Image courtesy of Senseonics/Ascensia]
Senseonics(NYSE:SENS) has offered some insight into its plans for its next-generation implantable continuous glucose monitors (CGMs).

The maker of the Eversense 365 year-long implantable CGM hosted an analyst event during the American Diabetes Association’s 85th Scientific Sessions in Chicago this past weekend. At that event, the company touched on the commercial strategy for Eversense 365, plus potential timelines for the coming Gemini and Freedom systems.

Senseonics launched Eversense 365 with its global distribution partner, Ascensia Diabetes Care, in October 2024. It now plans to accelerate the system’s commercial ramp, thanks to recent fundraising efforts. Those include a public offering and private placement with fellow CGM maker Abbott.

The Germantown, Maryland-based company plans to invest more in direct-to-consumer and marketing initiatives. It hopes to build broader patient awareness, while increased marketing investments can supplement Ascensia’s 200-person CGM business. The company also recentlyinked its first automated insulin delivery integration partnership with Sequel Med Tech, potentially further expanding its reach. It expects to continue adding pump partners down the line, too.

“It’s a very exciting time for the company,” said Senseonics President and CEO Tim Goodnow said during the analyst event. “We really feel that we’re now at the point where we have the technology on Eversense 365 that enables us [to drive shareholder value].”

Funds also support the product pipeline, the company says. It anticipates the proceeds to help its cash runway extend through the development and commercialization of next-generation platforms in fiscal 2027.

The company has its Gemini system on track to begin an FDA investigational device exemption study later this year. It aims to launch that system by the fourth quarter of 2026. Freedom remains in prototype testing, with a functional system earmarked for the fourth quarter of this year. Senseonics targets a pivotal study in the fourth quarter of 2026 and a commercial launch in the fourth quarter of 2027.

A look at the upcoming Gemini system from Senseonics
COO Mukul Jain said that Eversense 365 achieved two of three long-term Senseonics goals. It reached the one-year length threshold and the weekly calibration threshold. Next, the company has its eyes on removing any on-body components.

The current system’s transmitter powers the device and provides communication. With Gemini, the company wants to eliminate the transmitter aspect completely. So, Jain says it added a battery that allows the sensor to collect data without an on-body component — the transmitter.

Senseonics designed the Gemini system with existing near-field technology, allowing users to scan their smartphone over the sensor — which remains the same as with the Eversense system — to access their data.

“When somebody has the transmitter on, you are getting the data,” Jain explaiend. ‘It’s working just like the real-time CGM that we currently have. Without the transmitter, you are still collecting data every five minutes, storing the data on the sensor, and you just need to do some communication to get it out.”

The company has transitioned all the tech for Gemini into development as it prepares for an IDE trial this year. It completed battery development this year and even overshot expectations on capacity, reaching, on average, about five months extra. Through human and feasibility testing, the company is nearing completion.

A few differences include size, as the device grew longer with the incorporation of the battery. Jain says the insertion experience and tools still worked, as has the scanning testing.

We’ve been very excited about where Gemini is currently,” Jain concluded. “This will be an exciting product.”

What about Freedom?
Jain said it was easy to pick the name for the technology that follows Gemini — “Freedom,” reflecting freedom from anything on the body.

Following the development of Gemini, Senseonics looked to Freedom to enhance communication capabilities through Bluetooth.

“Bluetooth is low-energy and present in a lot of implantable devices today,” Jain said. “It’s well-proven in implantable devices, pacemakers, defibrillators. They’re all using it right now… For us, it was an easy choice.”

Freedom, soon to transition into development, features little change from Gemini in terms of the sensor, with no changes on the battery. The company wanted to maintain the same size, which posed a challenge with extra power and capacity needed for Bluetooth. Modifications in the hardware of the battery allow for more capacity, Jain explained, as prototypes are in testing and the company plans to verify its design by the end of the year.

Senseonics incorporated an off-the-shelf Bluetooth chip with the Freedom system and expects it to only communicate via that method. A challenge came in the form of fitting it in a four-millimeter sensor, as Bluetooth in pacemakers and other device often has room for a larger antenna, Jain explained.

“We’ve made a lot of progress there,” he said. “We have made the sensors used in animal testing. On the Freedom side, we expect it to lag just a year from Gemini.”
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This is it./

stonedinvestor · Jul 17, 2025 at 8:32 AM

stonedinvestor said:
STOCK SURFING-

This is a practical game. I just read endless crap until some wierd idea comes to play in this case Rats.

Introducing: SNES SenesTech, Inc.-

Try and ignore the fact I think they did a reverse stk split.. ahem and EPS might be minus $6. Also that they are about to convert warrants to the tune of 1.53 million shares coming to market...

But lets just ask ourselves does it work?

Company Profile

SenesTech, Inc. engages in the development and commercialization of a technology for managing animal pest populations through fertility control. It offers ContraPest, a liquid bait containing the active ingredients 4-vinylcyclohexene diepoxide and triptolide; and Evolve, a soft bait containing the active ingredient, cottonseed oil that limits the reproduction of male and female rats beginning with the first breeding cycles following consumption, as well as Evolve Mouse, a modified version of its bait technology containing the active ingredient cottonseed oil that limits reproduction of male and female mice after one to two breeding cycles following consumption. The company also provides teleconsulting and technical advisory services. The company was incorporated in 2004 and is headquartered in Phoenix, Arizona.

Several cities, like Baltimore, are implementing pilot programs to evaluate the effectiveness of ContraPest in reducing rat populations.

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OMG-! Check out how close these two names are.

This could of been a major fat finger mistake!!!!!!

stonedinvestor · Jul 17, 2025 at 8:34 AM

SNES = Rats // SenesTech, Inc.

vs

SENS = implantable med device // Senseonics

stonedinvestor · Jul 17, 2025 at 9:58 AM

I don't often see CNBC but occasionally the cable up here takes Bloomberg TV off/ it's weird then it's back on. But I toggled over and there was Cramer & I could not believe what I heard.

After what seems like ten years of that fatty saying Bristol Meyers Squibb in a long drawn out I might be Cowboy like way. That annoying annoying pronunciation. After pushing this co all that time over and over- now suddenly he realizes he's down 21% in 5 years-- his poor poor club members-- Now today he gives up.. Kind of.

Here he is telling a caller how cheap the stk is at $61.

$47 now.

stonedinvestor · Jul 17, 2025 at 9:59 AM

Watching for pull in//

SENS Senseonics Holdings, Inc.
$0.57 0.033(+6.08%)9:44 AM 07/17/25
NYSE |$USD |Realtime

stonedinvestor · Jul 17, 2025 at 10:02 AM

Senseonics Holdings (NYSE:SENS) stock, currently trading at $0.57, received its first coverage from Lake Street Capital Markets on Thursday, with the research firm assigning a Buy rating and a $1.00 price target.

Lake Street Capital initiated coverage following what it described as a "decent quarter and mixed guide" for the continuous glucose monitoring technology company. The firm noted that pre-provision net revenue (PPNR) was in line with expectations, with higher net interest income offsetting slightly softer fees and expenses.

Credit performance exceeded expectations with better-than-anticipated provisions and an 11% decline in non-performing loans (NPLs), according to the research note. However, end-of-period loan and deposit trends were mixed, with loans missing expectations despite the company previously indicating declining utilization in the second quarter.

The research firm viewed Senseonics’ outlook as "decent," suggesting in-line PPNR for the third quarter and modest upside potential in the fourth quarter. This upside is expected to be driven by higher fees and slightly higher net interest income.

Lake Street Capital acknowledged that investor positioning in Senseonics has improved in recent weeks, potentially raising performance expectations. The firm indicated that market focus would likely center on loan growth and fee increases through the remainder of 2025.

>>>>>>>>>

I should dig into these " loans "

stonedinvestor · Jul 17, 2025 at 10:06 AM

There are 167 funds or institutions reporting positions in Senseonics Holdings. This is an increase of 16 owner(s) or 10.60% in the last quarter

The projected annual revenue for Senseonics Holdings is 70MM, an increase of 194.06%

stonedinvestor · Jul 17, 2025 at 10:17 AM

Looking Like A perfect scoop yest!

FLS Flowserve Corporation- GBA TA levels A++++++++

$54.66 0.87 (+1.62%)10:16 AM 07/17/25
NYSE | $USD | Realtime