EPISODE · Mar 27, 2026 · 11 MIN
Unmasking the Treatment Landscape for Obstructive Sleep Apnea (OSA)
from WTR Healthcare Happenings · host Joe Brunetto
Robert Sassoon, WTR Senior Healthcare Analyst, joins Tim Gerdeman to discuss obstructive sleep apnea (OSA) and the rapidly evolving treatment landscape for this widespread yet often undiagnosed and potentially fatal condition. The conversation explores the shift away from CPAP amid high non‑adherence rates toward emerging alternatives, including neurostimulation, pharmacotherapy, and oral appliances. Sassoon also highlights the valuation gap between incumbents such as ResMed (NYSE: RMD) and innovators like Vivos Therapeutics (NASDAQ: VVOS), whose approach extends beyond symptom management to address finite anatomical correction.
What this episode covers
Robert Sassoon, WTR Senior Healthcare Analyst, joins Tim Gerdeman to discuss obstructive sleep apnea (OSA) and the rapidly evolving treatment landscape for this widespread yet often undiagnosed and potentially fatal condition. The conversation explores the shift away from CPAP amid high non‑adherence rates toward emerging alternatives, including neurostimulation, pharmacotherapy, and oral appliances. Sassoon also highlights the valuation gap between incumbents such as ResMed (NYSE: RMD) and i...
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Unmasking the Treatment Landscape for Obstructive Sleep Apnea (OSA)
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