The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Robert Justin Marcus - JPMorgan Chase & Co, Research Division - Analyst
: Congrats on a great quarter. Really just one question for me. You talked about how in the fourth quarter you got back to pre-COVID levels and you
don't really expect much disruption in 2021 here. That's definitely counter to what we hear from most other medtech companies. So I guess the
question I really -- I'm trying to dig into is you got back to pre-COVID, but is there still some number of patients or volumes that are being left on
the side? And getting back to where you were pre-COVID, could there still be a bolus in 2021 and into 2022 as there's still probably a lot of patients
who would have gotten therapy that didn't?
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FEBRUARY 23, 2021 / 10:00PM, INSP.N - Q4 2020 Inspire Medical Systems Inc Earnings Call
Question: Ravi Misra - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: If I could just start, Medicare obviously is going to be a larger portion of your revenue this year. Just curious in terms of how we should think about
it in terms of the growth guidance you've given and how to layer it in with the commentary amongst new centers and growth from existing centers.
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FEBRUARY 23, 2021 / 10:00PM, INSP.N - Q4 2020 Inspire Medical Systems Inc Earnings Call
Question: Ravi Misra - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Great. If I can ask maybe 2 more questions and I'll put them up front, maybe one on the product development side; one, a bigger-picture question.
So you've stated in the past you're working on remote -- potential remote programming. Can you maybe highlight what kind of steps you need
to secure approval with the FDA there in terms of studies or kind of clinical design?
And second, just if we can think about value-based care in health care. I'm not sure how much of that is really kind of coming into the sleep segment
just yet. But maybe if you could help us understand 3, 4, 5 years from now, what research is Inspire going to be putting forward? Or what can be
kind of thinking about to say, hey, this procedure, this product is taking cost out of the system? Or do you not foresee that kind of in that time
window?
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