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Campaigns / Wolfpack Research → Inspire Medical Systems, Inc.
Wolfpack Research vs. Inspire Medical Systems, Inc.

Inspire Medical Systems, Inc. · INSP

1 deck published between 2020-04-22 and 2020-04-22 — 57 pages, 57 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2020-04-22 initial thesis

    b084d8_4b10412c5d2d454981c63ad598d42e33

    57pp · research_note

    Inspire's surgical sleep-apnea implant is too invasive to ever scale — VA sales prove patients refuse it for free, while insiders have dumped $340M cashing out a fictional $10bn TAM story.