1、MEDICAL DEVICES ANDTECHNOLOGYGLP-1 Impact on MedTech:Takeaways from LeerinkGlobal Healthcare ConferenceMarch 13,2025Bottom Line:We hosted a panel with two MEDACorp KOLs,including an endocrinologist and a sleep specialist,at the LeerinkPartners 2025 Global Healthcare Conference that focused on thepot

2、ential impact of accelerating GLP-1 adoption on the demandfor certain medical devices.Our discussion concentrated ondiabetes devices,including CGMs and pumps,and obstructive sleepapnea(OSA)therapies,including CPAPs and Inspire therapy.Theendocrinologist indicated that GLP-1s may limit the value prop

3、ositionof CGMs for certain Type 2(T2)patients.While he acknowledged thatoverall CGM penetration among basal-only and non-insulin dependentT2 patients is likely to continue to increase over time,he expects tosee more intermittent CGM use among these patients compared toType 1s and T2 patients on insu

4、lin intensive therapy(T2 IIT).On thepositive side,he believes the value proposition for CGMs remains highfor both the T1 and T2 IIT populations.Meanwhile,the endocrinologistsees significant white space available for insulin pump growth andexpects pump adoption among T2 IITs to continue ramping,thoug

5、h,on a longer-term basis,he highlighted the potential of GLP-1s todelay the progression of non-insulin to insulin and from basal-onlyto insulin intensive.On the obstructive sleep apnea(OSA)side,thesleep specialist expects GLP-1s to become increasingly common intreating OSA following the recent FDA a

6、pproval of tirzepatide in thisindication but expects the net effect on INSP(MP)to be positive,withmore patients falling into INSPs treatment funnel as their BMI declinesto INSPs target range vs.patients falling out due to having their OSAsufficiently resolved.Overall,we came away from our discussion