March 28, 2025
INSP, NYXH, LIVN: Sleep Apnea Coverage Timeline
We view the delayed approval of Nyxoah’s (NYXH) Genio announced this week as positive for Inspire Medical (INSP) insofar as it not only pushes out competition – albeit to an uncertain extent – but may…
November 4, 2024
[MDT, BSX, LIVN, CVRX] Medtech Medicare Rule Puts & Takes
Key Takeaways: We appear to have run the table with our pre-rule expectations [here, here] following CMS’s release Friday of its CY25 hospital outpatient payment rule, which includes the following company-specific implications: MDT & Otsuka…
October 28, 2024
[BSX, MDT, LIVN, INSP, CVRX] Catalyst Watch: Medicare Rate Rule Prep Pack
Key Takeaways: With CMS likely to release its final CY25 hospital outpatient payment rule by Friday (typically aftermarket) or early next week, we offer the following expectations for key product payment decisions, listed in market…
October 15, 2024
[INSP, LIVN, NYXH] Sleep Apnea: Codes, Coverage, & Value Accretion
Key Takeaways: We suspect Inspire Medical’s (INSP) next-generation Inspire V implant procedure can secure Medicare coverage / reimbursement under the legacy product’s billing code [CPT 64582: $816], where the shorter procedure time should increase physicians’…