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#Competitors
Last edited 2 weeks ago

Competitors

 

NYSE listed Inspire Medical Systems (INSP) could pose a threat to company's providing sleep apnea solutions, such as Resmed or Oventus.

My understanding of Resmed is that they provide CPAP machines and CPAP masks. I can’t imagine it would be particularly appealing to have to wear a mask at night.

Oventus provide a mouthguard device and apparently have a higher retention rate.

NYSE listed Inspire Medical Systems is an FDA approved obstructive sleep apnea treatment that works without the need of a mask or hose. In a short outpatient procedure, Inspire is placed under the skin of the neck and chest. With the click of a button, Inspire provides gentle stimulation to key airway muscles during sleep allowing you to breath normally. See the link below for a video:

https://www.youtube.com/watch?v=EAFbdc3cWRM

 

Scientific Literature

1 scientific paper demonstrates 90% of patients no longer snored and 79% reported a reduction in sleep apnea events.

Another scientific paper reports 94% are satisfied with Inspire and 96% say Inspire is better than CPAP and would recommend it to others.

*I have not read the papers to see if any conflicts of interest, methodology errors etc exist.

https://journals.sagepub.com/doi/abs/10.1177/0194599818762383?journalCode=otoj

https://erj.ersjournals.com/content/53/1/1801405

 

Jonah Lupton provides his bull thesis on INSP on episode 78 of The Investing City Podcast around the 36:15 mark

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