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