Unmasking the Treatment Landscape for Obstructive Sleep Apnea (OSA)

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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