Inspire Medical Systems, Inc. (INSP) · page 16 of 57
The slide uses a series of logical arguments to dismantle the company's market sizing claims, citing external research and expert interviews.
Research note · preempt_rebuttal · expose_contradiction · dense density
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Audience Definition slide · 70%
CPAP treatment numbers are the most important data point in Inspire’s TAM calculation because patients must reject CPAP before they can be a potential Inspire customer.
Problem Statement Canvas slide · 50%Inspire’s estimate for “Anatomy Eligibility” ignores crucial constraints, such as BMI and age
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