Competitive LandscapeCompetitor 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.
Market RisksAnticipation of tirzepatide approval in OSA by the end of the year represents a near-term commercial risk for INSP.
Sales OutlookQ4 sales outlook is slightly softer due to headwinds from hurricanes and IV shortage.