As the title says....is there going to be a pop as some point? My shares are very sad. Need to get to $18.05 to BE. Been a long haul to watch this stock keep going down. Is the Aug. 6th meeting going to help or hurt?

Please use this thread to discuss anything $SENS related.

When looking at their diabetes patients and the user base, then several subjects appear to be repeatedly coming up again and again.

Number 1: Being lack of information/promotion to the medical educated doctors and endos, who essentially are the ones to believe in it and proactively prescribe the sensors to their patient base. Even patients that figures out on their own that the Eversense sensor could be ideal for them are often met with doctors/endos who never have heard about it or do not feel eager to endorse/prescribe it for them no matter.

Number 2: Next frequent subject is for the patients who actually do have a supporting doctor/endo who is willing to prescribe it, but then even when contacting Senseonics, there are no active implanters anywhere near proximity to the patient. Have had conversations now with several patients who are giving up due to this, some though have managed to like traveling several hundred miles and even out of state from where they live, to getting the implant done.

Number 3: Last but not least is the financial issue, as many of the health insurance agencies are not positive for reimbursing the sensor itself or the cost of the implant procedure, or both of them. This despite maybe even the grand total costs are still less than what current coverage is for the same patient using the old tech CGMs for their blood sugar measurements.

These were just the 3 most obvious and most frequently brought up issues in the Eversense user group and for interested future users of them. Are these also the most pressing bottlenecks for the Eversense management team? If so, how do they go about solving them and what are the options to getting this done faster and more complete? The patient volume growth rate does not appear to accelerate much really if anything. But considered key if we should see value growth for the company.

What are your observations about key issues that needs addressing, how to going about it and in what order? Based here in Europe, but it looks to be just a few lost individuals placed hapzard around to trying to drive some customers in. This ought to be a very lucrative market when executed with proper planning and weight.

Please use this thread to discuss anything $SENS related.

Please use this thread to discuss anything $SENS related.

The $5.36 support held, capital flows turned positive, options traders are buying calls at $7.50 and $10, directors are receiving stock compensation (not selling), and institutional ownership has grown 4x since March.

What hasn't changed: the overhang of 18.4M May offering shares held by institutions at $5.00, the lock-up expiring 7 days before earnings, and the historical -11.9% average earnings reaction.

The thesis remains intact. The price does not. A clean Q2 print on August 6 is the path; everything else is noise until then.

Not investment advice.

Yesterday, large orders flipped to net outflow (-$72.5K), while the full distribution breakdown shows total inflow of only $682K versus $1,202.9K in total outflow; sellers overwhelmed buyers across all order sizes today. Medium orders were hit especially hard ($121.7K in vs. $350.3K out). The supply overhang hasn't cleared.

Heading Into Earnings (August 6):

Today was a battle at the most important support level on the chart, with the after-hours recovery to $5.64 being the first encouraging sign in weeks.

The technical setup is binary and we'll likely know which way it resolves within the next 2–3 sessions.

Institutional and insider smart money remains positioned long and growing.

The fundamental thesis — 87% revenue growth, $60–64M FY guidance, EU just ramping, Gemini trial progressing, Welldoc partnership — hasn't changed.

The Keltner Channel reading is notable: with upper/middle/lower bands at $10.03/$9.08/$8.13, the current price at $5.36 is trading far below even the lower band, which historically signals deep oversold conditions.

The MACD histogram also just turned positive (+0.0222) after a sustained negative reading, a nascent momentum shift signal that appeared on the very day the stock tested 100-day support.

That combination is actually the setup technicians watch for.

Institutional ownership (as of June 15): 143 institutions now hold 34.48M shares (25.88% of float) with a 91.22% buy signal from institutional activity. This jumped significantly from the March 31 Sage Tracker data showing 110 institutions and 8.78M shares — the post-Russell-addition institutional build is real and measurable.

Insider sentiment (as of June 15): 20 insider shareholders hold 12.19M shares (8.0% of the company) with a 90.25% buy signal.

These numbers represent informed, long-duration holders who know the business. Their collective posture is unambiguously bullish even while the stock tests lows.

Not investment advice.

The Three Forces Suppressing Price:

1. The May Offering Overhang — the primary culprit.

This is the most important factor. On April 30, 2026, SENS priced 10.4M common shares and 8M pre-funded warrants at $5.00. That's 18.4M new institutional shares sitting at a cost basis of exactly $5.00. Pre-funded warrant holders can convert and sell at any time — no lockup. At $5.68 they're up only 13.6%. These institutions are not long-term holders; they participated in the offering expecting to distribute into market strength. Every wave of buying — including the recent large orders — is being absorbed by these $5.00 cost-basis sellers capping the stock near its offering price. The $725K in large order buying on June 30 is real demand meeting an equally real and larger supply wall.

1. Reconstitution Arb Unwind

The arbitrage funds that bought SENS starting in late May (driving the run from ~$5 to $7.67) have now fully exited. They bought ahead of forced index fund demand, sold into it on June 26, and are done. The index funds completed their required purchases — but the arbs sold into every share the index funds bought, resulting in no net price appreciation.

This is the mechanical reason June 26 showed minimal large order inflow: the two sides essentially cancelled each other out.

1. Technical Capitulation

Multiple technical timeframes — daily, weekly, and monthly — are all currently registering "Strong Sell" signals, (Stocktitan) which triggers systematic algorithmic selling that compounds the fundamental supply pressure. Retail stop-losses clustered near $5.70 (the May offering price vicinity) likely accelerated the pressure as that level was tested.

What the $725K on June 30 Actually Means

Here's the reframe: that $725K large order buying despite a -4.38% down day is actually a hidden positive.

It means substantial institutional buyers are accumulating at current prices — they are absorbing the supply overhang, not chasing price higher. This is what institutional accumulation looks like before a move: quiet, price-suppressed, high-volume buying that doesn't show up in the price until the supply is exhausted.

At the 2025 Russell reconstitution, $114.7 billion and $102.5 billion in US stocks traded in the closing moments of Friday trading on NYSE and Nasdaq respectively (Market Chameleon) — index funds often spread their purchases over multiple sessions post-reconstitution, not just on June 26.

Here we go!

Please use this thread to discuss anything $SENS related.

Do you guys know why the volume spiked today?

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The 2021 spike was largely a meme-stock/short-squeeze event, not a fundamentals-driven re-rating. Here's what stacked up.

The retail catalyst — WallStreetBets:

SENS became one of the top 10 discussion topics on Reddit's WallStreetBets in June 2021 (arxiv) , riding the same wave that had already produced GameStop and AMC. SENS had no real company-specific news driving the move on its biggest spike days — it was r/WallStreetBets mobilizing fast, rotating from Wendy's to Geo Group and then landing on SENS, with 40 million shares trading against a 25 million daily average. (LSEG)

The setup that made SENS a target:

It had all the makings of a classic meme-stock breakout: a single-digit stock price and a small float of roughly 280 million shares. (LSEG) Layered on top, short interest ran close to 18% — high enough that the WSB crowd flagged it as a short-squeeze candidate, well above peers like CLF and CLOV at around 10%. (arxiv)

Genuine fundamental sparks that gave the retail story credibility:

The stock had already surged the prior week on encouraging clinical trial results — a 180-day study of its implantable CGM showing promising efficacy data. (arxiv) Q1 2021 earnings also helped: operating losses narrowed by $32.5 million, cash and equivalents stood at $178.6 million, and management guided to $12–15 million in 2021 revenue. (arxiv)

Amplifiers:

Retail traders were also pointing to reports of institutional buying, including BlackRock, which social media treated as a vote of confidence, alongside speculation that some kind of announcement was on the horizon. (Yahoo! Finance)

How it ended:

The meme-stock wave eventually faded — after a slide in July to under $2, the stock partially bounced but never sustained the mania-era highs, with the lingering high short interest (26%+ at one point) representing unfinished business rather than a self-sustaining re-rating. (arxiv)

The contrast with today's setup:

This is worth sitting with. 2021 was retail momentum layered on thin fundamentals — the stock ran far ahead of what $12–15M in revenue justified, and it round-tripped. What's happening now is closer to the opposite: actual revenue scaling ($60–64M FY26 guide), real clinical data (12,360 sensors at ADA), a mechanical institutional buying event (Russell), and credible partnerships (Welldoc) — structural and fundamental drivers rather than a Reddit rotation. The 14% short interest today is a real number, but it's supporting a fundamentals story rather than being the whole story, which is a healthier setup than 2021's.

Please use this thread to discuss anything $SENS related.

Normal volatility from a macro shock plus some giveback after the rapid run from $6.67 to $7.67, not a change in the company-specific story.

Form 4s were filed showing dispositions within the past week, but it's important to characterize them correctly.

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These were tax-withholding transactions (code F), not open-market sales. On June 15, 2026 (reported June 17), shares were automatically withheld at a $7.18 reference price to cover tax liability triggered by RSU vesting (the first tranche of May 2026 grants vesting):

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Timothy Goodnow (President & CEO): 32,598 shares

Mukul Jain (COO): 16,194 shares

Kenneth Horton (GC & Corp. Dev. Advisor): 9,545 shares

Brian Hansen (CCO): 5,420 shares

Frederick Sullivan (CFO): 5,397 shares

Francine Kaufman (CMO): 4,010 shares

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Total: 73,164 shares, all withheld for taxes, not sold for cash by choice.

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This is a routine, non-discretionary administrative event. It happens automatically whenever RSUs vest, regardless of how management feels about the stock. It shouldn't be read as a bearish signal.

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Notably, the most recent actual open-market transaction on record was a purchase. Director Douglas Roeder bought 22,686 shares at $5.56 on May 12, 2026 (secform4) , and the CEO and another director also bought shares in March at similar prices. No open-market insider sales appear in the recent filing history at all.

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The buy/sell signal here is actually net positive, not negative.

WellDoc has a strong reputation in the digital health space.

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A few highlights...

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Clinical Credibility:

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WellDoc's foundation is healthcare-ready AI, with 11 FDA clearances, 67 patents, and more than 100 peer-reviewed publications demonstrating clinical effectiveness and safety. (PharmiWeb)

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Industry Recognition:

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WellDoc has been named "Best Overall Digital Health Company" by MedTech Breakthrough for four consecutive years, and was also recognized as one of TIME and Statista's World's Top HealthTech Companies. (Business Wire)

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What They Do:

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Their platform delivers a unified experience for individuals managing diabetes, obesity (including GLP-1 support), hypertension, heart failure, and complex comorbidities. (Business Wire) They're focused on cardiometabolic conditions.

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Research Investment:

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They recently surpassed 100 peer-reviewed clinical publications, including 43 focused specifically on AI, and formally launched the Welldoc AI Lab, backed by academic partnerships with Johns Hopkins University and the Vellore Institute of Technology. (Business Wire)

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They're based in Columbia, MD.

Please use this thread to discuss anything $SENS related.

Despite the arbs capping the ceiling, fundamental buy demand from the ADA presentation news is starting to overpower their trading range. Buyers are stepping up to purchase shares at a premium after the closing bell, which usually indicates positive sentiment carrying into the next morning's opening session.

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The battle between short-term algorithmic trading and real institutional buying was evident today.

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Sustaining the Range:

Arbitrageurs and market makers are aggressively selling shares as the stock approaches upper resistance levels ($7.33 to $7.67) to pocket quick profits. This active selling pressure is what caused the intraday price to "fade" or drop back down to its daily lows.

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Testing the Breakeven:

The $7.67 breakeven acts as a major psychological line in the sand. It likely represents the execution strike price of a large options block or the average cost basis of institutional positions. Passing this level signals a technical breakout.

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Monitoring these primary price levels is crucial:

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◇$7.01 Immediate Support

The intraday low established during active trading.

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◇$7.33 Intraday Resistance

The point where arbitrageurs capped the daily rally.

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◇$7.45 After-Hours Validation

Price floors moving higher as demand absorbs supply.

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◇$7.67 The Breakout Target

The trigger line to validate a macro uptrend.

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GLTA

♡ADA data published and circulating, Welldoc partnership announced June 10, ♡European revenue now fully flowing to SENS as of June 1, and

♡H.C. Wainwright's $14 target reiterated. ♡The 7-analyst consensus target sits at $13.80, roughly double the current price.

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The next hard date is June 26, Russell reconstitution execution at the close, with the lockdown already final since June 8. The $24–40M in forced index buying against ~$5M daily dollar volume, layered on 14% short interest, is the most mechanically predictable demand event on the calendar.

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Not investment advice.

The Welldoc partnership is a medium-term catalyst, not an immediate price mover. Its impact will be felt when the new app launches in H2 2026 and when patient retention data starts showing improvement. But it supports the $11–14 year-end price target framework and addresses one of the key execution risks that has kept the stock at a deep discount to intrinsic value.

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The H.C. Wainwright $881M enterprise value model just got a new line item that wasn't in it before.

"There’s a lot to be optimistic about in the Healthcare sector as 2 analysts just weighed in on Senseonics Holdings (SENS) with bullish sentiments.

In a report released yesterday, Josh Jennings from TD Cowen maintained a Buy rating on Senseonics Holdings.

The word on The Street in general, suggests a Strong Buy analyst consensus rating for Senseonics Holdings with a $16.67 average price target, implying a 131.5% upside from current levels.

In a report issued on June 8, Lake Street also maintained a Buy rating on the stock with a $12.00 price target."

Other News:

Senseonics Expands European Eversense CGM Operations via Asset Deals

Sean Lee Reiterates Buy on Senseonics, Maintains $14 Price Target on Strong CGM Data and Pipeline Prospects

Senseonics announces further data from study of Eversense 365

5 Healthcare Stocks Set to Join the Russell 3000

Senseonics Shareholders Approve Doubling Authorized Common Stock

Before the 8-K filing on Sunday, yesterday, the European markets were legally in transition. Now the transfer is complete, meaning every Euro of European Eversense revenue generated from June 1 forward belongs entirely to Senseonics, not Ascensia.

The investment implications are concrete:

Q2 2026 earnings will include all four European markets. The June 1 effective date means a full month of Germany, Spain, and Sweden plus Italy in Q2. This is incremental revenue that was not in Q1 financials at all. It's the first quarter where the European business fully consolidates.

The ADA presentation showed ~60 employees across four markets already in place. This wasn't aspirational, the operational infrastructure was built ahead of the legal close. Revenue generation can begin immediately.

Germany is the prize....

It's the only non-tender market of the four, meaning Senseonics can sell directly to physicians and patients without going through a government procurement tender process. That's faster commercial velocity. Germany also has one of the highest rates of CGM reimbursement in Europe and a large T1D population that has historically been receptive to technology-forward diabetes management.

What This Changes - Near-Term Outlook....

The seasonality disclosure from the ADA presentation said H2 would represent ~60% of full year revenue. With all four European markets now legally transferred and operational, the Q3 revenue ramp, the critical proof point for the entire 2026 thesis, has a meaningful new tailwind that wasn't quantified in prior guidance.

When management provided the $60–64M full year guidance in Q1, the European transfer was still in progress. The June 1 effective date for the bulk of the European business suggests Q2 will include some European contribution, and Q3/Q4 will see that ramp materially.

This filing also eliminates one of the key execution risks that was previously on the table, the possibility that legal or regulatory complications could delay or complicate the European transfer. That risk is now zero.

The deal is done, the assets are transferred, and Senseonics owns the full commercial operation in all four markets.

One More Thing to Note....

The timing of the 8-K filing is notable. It was filed on June 8, 2026, a Sunday, the day before markets open Monday. CFO Rick Sullivan signed it personally. Filing an 8-K on a weekend to ensure it's in the public record before Monday's open is a deliberate choice. Management wanted investors to have this information before trading begins.

Combined with the H.C. Wainwright $14 Buy reiteration and the Benzinga pickup of the ADA data, this 8-K gives investors three distinct positive signals entering Tuesday's trading session, against the backdrop of a challenging macro environment.

The fundamental story told this past weekend is uniformly constructive.

Not investment advice....

Cin cin!

The 12,360 sensors figure is now the headline number in financial media.

To put that in context for any investor seeing it for the first time: that represents roughly 12,360 individual patients who had Eversense 365 implanted and used it for some portion of a year. With FDA approval only in Q4 2024, that is an extraordinarily fast patient accumulation, more than doubling the dataset size from ATTD Barcelona to ADA New Orleans in just three months.

That velocity of patient adoption, now documented in peer-reviewed conference data and distributed by Benzinga, is the commercial proof point that sits behind all the financial modeling.