interesting idea....think one risk not mentioned is implants like Inspire. Sleep Apnea suffers all hate using CPAP (its uncomfortable + unsightly) - if an affordable / insuranced covered surgical implants can permanently fix the issue they will opt for it...granted this is relevant for the entire industry (a bit like GLP1).
I think that's fair over the long term—it could be a risk. The company is actively diversifying its business through other HMEs. They entered diabetes last year (they simply drop ship the products) and will continue to find margin-accretive products to add to their portfolio without adding fixed costs.
interesting idea....think one risk not mentioned is implants like Inspire. Sleep Apnea suffers all hate using CPAP (its uncomfortable + unsightly) - if an affordable / insuranced covered surgical implants can permanently fix the issue they will opt for it...granted this is relevant for the entire industry (a bit like GLP1).
I think that's fair over the long term—it could be a risk. The company is actively diversifying its business through other HMEs. They entered diabetes last year (they simply drop ship the products) and will continue to find margin-accretive products to add to their portfolio without adding fixed costs.