Financial PerformanceU.S. utilization in 3Q was flat sequentially vs. 2Q, and there is an expected modest year-over-year decline in U.S. utilization in 4Q24 based on INSP's updated FY24 guidance.
Market CompetitionCompetitor LIVN's OSPREY data in obstructive sleep apnea (OSA) showed similar AHI and ODI reductions to those seen in INSP's pivotal studies, but included patients with complete concentric collapse, potentially indicating a competitive advantage for LIVN.
Regulatory And Approval RisksThe upcoming approval of LLY's tirzepatide in obstructive sleep apnea could create commercial risk for INSP.