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Inspire Medical Systems (INSP) investor relations material

Inspire Medical Systems Wells Fargo 20th Annual Healthcare Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Wells Fargo 20th Annual Healthcare Conference 2025 summary3 Sep, 2025

Inspire five transition and operational progress

  • Surgeon training for Inspire five has reached nearly 99%, with most accounts now ready for adoption.

  • Over 80% of contracts have been amended and executed, and about 65% of implanting sites have implemented the required SleepSync programmer.

  • Full transition to Inspire five is expected by year-end, with all implanting accounts able to purchase and use the new system.

  • Early adopting sites report higher throughput, increased volume, and strong outcomes with Inspire five.

  • Medicare coding issues have been resolved, removing a previous headwind to adoption.

Financial guidance, headwinds, and growth drivers

  • Guidance was reduced by 4.5% for the year, mainly due to slower Inspire five transition and patient warehousing, with some impact from inventory destocking.

  • Patient warehousing and destocking are expected to abate as Inspire five adoption completes, with some catch-up growth spilling into 2025 and 2026.

  • GLP-1 drugs are a near-term headwind as some patients delay procedures, but may become a long-term tailwind as more patients become eligible.

  • Direct-to-consumer marketing spend is increasing to support the Inspire five launch, with expectations for greater operating leverage over time.

  • Seasonality is expected, with higher volumes in Q4 due to patient insurance dynamics.

Competitive landscape and market opportunity

  • The first U.S. hypoglossal nerve stimulator competitor has launched; modest trialing impact is included in guidance, mainly at academic centers.

  • Inspire five is positioned as superior in safety, efficiency, and adherence compared to new competitors, with lower adverse event and dropout rates.

  • The total addressable market is considered large and growing, driven by increased OSA awareness, new technologies, and underpenetration.

  • Ongoing research includes a dual-channel device to address lateral wall collapse, aiming to expand treatable patient populations.

  • Coding and reimbursement for competitors remain uncertain, with confidence that current codes best match Inspire five's technology.

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Frequently asked questions

Inspire Medical Systems, Inc., a medical technology company, focuses on the development and commercialization of minimally invasive solutions for patients with obstructive sleep apnea (OSA) in the United States and internationally. OSA is a prevalent most chronic condition that causes your throat to periodically collapse during sleep.

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