ProSomnus SPAC Presentation Deck
More Patient-Friendly Alternatives and DTC Marketing Have
Transformed Established Markets Before
Consumers are pre-positioned to act on ProSomnus's DTC marketing in Dental / OSA market following decades of
investment from peers
*invisalign
Align created a more user-friendly, effective alternative (Invisalign)
to legacy orthodontic braces and experienced exponential growth
and created significant value
Invisalign has treated over 10 million patients, mainly through
consumer marketing efforts and educating and training dentists
ALIGN REVENUE & MARKET CAPITALIZATION (2001A - 2021A)¹
($ in millions)
Market Capitalization
$45
2001A
$51,821
$3,942
2021E
■
▪ Inspire is trying to convert the moderate to severe failed CPAP
market; while Inspire has experienced early success, it requires an
expensive surgical procedure and to date has only treated ~20k
patients
Emphasis on DTC and physician marketing initiatives, including
Facebook, Google, radio and TV advertisements, to create
awareness and educate patients and providers
Market Capitalization
PROSOMNUS
SLEEP TECHNOLOGIES
Inspire
Sleep Apnea Innovation
INSPIRE REVENUE & MARKET CAPITALIZATION (2017A - 2021A)²
($ in millions)
$29
2017A
Source: Capital IQ and public filings; Market capitalizations as of December 31, 2021.
1. Invisalign Q1 2021 investor presentation
Market capitalization calculated based on $16 IPO pricing and ~20 million initial shares outstanding from Inspire S-1A (May 2, 2018); Inspire closed its IPO on May 3, 2018
2.
$6,294
$233
2021E
36
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