Added to YB: 2026-06-15
Pitch date: 2026-03-31
INSP [neutral]
Inspire Medical Systems, Inc.
+31.73%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$1.8B
Pitch Price
$51.71
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.29
P/E
13.49
EV/Sales
1.67
Sector
Health Care Equipment and Supplies
Category
growth
Artisan Non-U.S. Small-Mid Growth Strategy Portfolio Holding: Inspire Medical Systems, Inc.
INSP (holding update): Leader in hypoglossal nerve stimulation for obstructive sleep apnea (CPAP-intolerant patients), $1B sales reached. Two-player race vs LivaNova in growing market w/ high barriers, structurally high margins. P/S compressed from 12x to ~2x despite better profitability/scale; CMS reimbursement confusion seen resolving, driving volume recovery. Part of sleep theme (also own LivaNova, Alkermes).
Read full article (2 min)