Inspire Medical Systems Inc (NYSE:INSP)
$ 49.45 +2.5 (+5.32%) Market Cap: 1.42 Bil Enterprise Value: 1.17 Bil PE Ratio: 11.01 PB Ratio: 1.80 GF Score: 54/100

Inspire Medical Systems Inc at JPMorgan Healthcare Conference Transcript

Jan 12, 2026 / 05:45PM GMT
Release Date Price: $96.93 (-1.47%)
Robert Marcus
JP Morgan - Medtech Analyst

All right. Let's get started. I'm Robbie Marcus, the medtech analyst at JPMorgan. Very happy to introduce Tim Herbert, the CEO of Inspire for our next presentation. Tim will do some presentation followed by Q&A.

Thanks, Robbie, and thanks for having us here at JPMorgan for hosting us and give us a nice time here on Monday morning to get a chance to meet with everybody over the next couple of days. This is fantastic. This morning, we preannounced our Q4 and full year revenue, which reflects really a continued growth and adoption of the Inspire V system. We also provided initial revenue guidance for 2026 in this guide of 10% to 11% revenue growth is in line with our indication that we provided at our last earnings call.

Our initial revenue guidance does not include any contributions from the increased reimbursement at this time. We do view the recent reimbursement developments as a positive step. We are working with all the relevant agencies to gain full alignment around that subject, continue to believe 64568 best describes the Inspire V

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