
Unmasking the Treatment Landscape for Obstructive Sleep Apnea (OSA)
From WTR Small-Cap Spotlight by Water Tower Research
March 30, 2026 · 12 min
About this episode
Robert Sassoon discusses the evolving treatment landscape for obstructive sleep apnea and the shift away from CPAP.
Send us Fan Mail Robert 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 ...
People in this episode
Host: Tim Gerdeman
Guest: Robert Sassoon
Topics covered
- obstructive sleep apnea
- treatment landscape
- CPAP alternatives
- neurostimulation
- pharmacotherapy
- oral appliances
Keywords
- obstructive sleep apnea
- treatment
- CPAP
- neurostimulation
- pharmacotherapy
- oral appliances
- healthcare
Mentioned in this episode
Organizations: Water Tower Research, ResMed
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