What do you think about inspira?

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I don’t see any mention of competitors to Inspira in any of their SEC filings but in a quick browse this morning I found quite a few ECMO (Extracorporeal membrane oxygenation) products:

There’s the Nautilus Smart ECMO module, which is an oxygenator (ECLS Oxygenators - Nautilus Smart ECMO Module | Medtronic) from Medtronic.

There’s a suite of ECMO products from Getinge: Getinge ECMO solutions

There’s Novalung from Fresenius Medical Care: Novalung Heart and Lung Therapy System

There are quite a few other companies as well. The global ECMO machine market was $531 million in 2021, according to this market report: ECMO Machine Market Revenue Trends and Growth Drivers | MarketsandMarkets

… so it’s not clear to me why Inspira should displace any of this competition. What is their advantage?

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Inspira’s competitive advantage is not in the art100 (acmo device) but in my opinion it is only a well-known product in the market that flows money to the company, until the introduction of its big product art500 which knows how to oxygenate blood in a unique and non-invasive way in the body, which is the main uniqueness of the company in addition to the product to which the hyle blood sensor connects

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Isn’t the ART500 considered an ECMO device?

I did a bit more reading and couldn’t identify what specific advantages the ART500 has over other ECMO devices. It’s just a better version? Or can it be used for a certain patients that current ECMO devices cannot?

This is a fledgling medical device company that is going to be hit or miss. There’s lots of positives being in the companies presentation but I’m not seeing enough substance to make me a believer (yet). The fact that they don’t have earnings calls doesn’t help.

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I am almost certain that the art500 is not an ECMO type device because it is actually a non-invasive device, by the way, now Inspira has reported another huge contract worth $33M for 5 years:

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My understanding is that the term “invasive” in this context refers to the tube inserted into your trachea as part of mechanical ventilation, also known as intubation. A lot of complications can arise from this procedure.

Other types of mechanical ventilation using face masks (without intubation) for instance are considered non-invasive, even though face masks also have their own problems.

All ECMO devices are thus considered non-invasive although they do use cannulae to interface with your bloodstream. I guess cannulae are not considered invasive.

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I guess that’s true, I’m also in my research phase about the company and learning a lot about it.

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Thanks for bringing this company to the board anyways. I enjoyed learning about it but I think it’s not for me at this time. I was hoping it was another TMDX.

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Yes of course (: I will continue to update if there is an important update and I would be happy to hear everyone’s opinion here. I will slowly upload more research on companies that I will do

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Inspira reported yesterday the recognition of a patent in the USA for the VORTX system which is a main part of the ART500 system.

This expresses a significant strengthening for the company and yesterday the stock reacted accordingly

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