Everyone says 365 is breakthrough contender except shareholders..😭😭

I know it’s been a rough ride holding $SENS for you all here, but I really think 365 is a breakthrough underdog contender that more people need to recognize. What matters most right now isn’t the long-term bag holders opinion tbh, it’s the actual feedback from patients, doctors, and partners (like Mercy) who are actually interacting with people living with diabetes.

Here’s the deal with 365: • It’s the only CGM with iCGM designation that $SENS ever made. • It only needs calibration once a week — which is a HUGE deal for diabetes patients who are not using any CGM yet or quit using CGM for some reason. • No more false alarms in the middle of the night from compression lows.

If you haven’t checked out the KOL event from October, I highly recommend it. it will give you more confidence in what 365 is bringing to the table. Here’s the link: https://lifescievents.com/event/senseonics/

The real opportunity here isn’t about stealing market share from Dexcom or Libre. It’s about the massive population of people who aren’t using the current traditional CGM at all — and that’s a lot of people: • 70% of Type 1 diabetes patients • 85% of Type 2 diabetes patients

These are people who gave up on CGMs because of issues like false alarms, skin irritation, or just general frustration with the current options. 365 fixes those pain points and inconvenience. It’s not just “another CGM” — it’s a real alternative for people who thought CGMs weren’t for them.

If you’re still on the fence, check out the event, do your own DD, and you’ll see why 365 is different.

Despite a series of positive developments since FDA approval, the stock price has fallen, leading many people to lose trust in the company and its management. And honestly, it’s understandable. Over the past 4-5 years, the products they’ve delivered haven’t been as “innovative” as they claimed, and both their performance and market response reflect that.

There are several reasons why the stock price has dropped after FDA approval. One key factor is the lack of confidence that the product will sell well during the early commercialization phase, likely a result of past disappointments. But perhaps the bigger reason is the influence of short sellers trying to drive the price down to accumulate shares at a discount. This kind of movement is common in stocks with a large float and many outstanding warrants. The good news is that it seems the accumulation phase is over. We’re now seeing signs that the stock is in a reversal phase, with shorts switching to longs and visible changes in share ownership. Don’t lose hope.

That being said, the CGM business remains the only real growth engine for Ascensia, and if a product with strong market appeal emerges, they will pour all their resources and efforts into building brand recognition in this space. Some people argue that Ascensia needs to change, but the truth is, no marketing strategy or distribution plan can outshine the product itself. If the product isn’t good, no amount of “sauce” will make it taste better.

A BGM company without a CGM lineup is like a death row inmate just waiting for their sentence to be carried out.

Trust me on this — I’ve been in the diagnostic device industry for 10 years.