EPISODE · Mar 30, 2026 · 11 MIN
Unmasking the Treatment Landscape for Obstructive Sleep Apnea (OSA)
from WTR Small-Cap Spotlight · host Water Tower Research
Send us Fan MailRobert 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.
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Unmasking the Treatment Landscape for Obstructive Sleep Apnea (OSA)
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