Global Obstructive Sleep Apnea Industry: EUR Survey: Diagnosis pipeline promising

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Global Obstructive Sleep Apnea Industry: EUR Survey: Diagnosis pipeline promising

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Global Obstructive Sleep Apnea Industry

EUR Survey: Diagnosis pipeline promising

Industry Overview

Jul26 EUR Survey 24 July 2026

We surveyed c280 Potential Patients (LQ c250; +11%) and c230 Existing Patients (LQ Equity

c240; -7%) to gauge the OSA patient experience in the UK, France and Germany. Global

Sleep Apnea

Fuller and more engaged pipeline Lyanne Harrison >>

The increase in Potential Patients (+11% sequentially, +24% vs pcq) is a positive Research Analyst

indicator for the industry. Engagement among Potential Patients remains high, with 67% Merrill+61 2 9226Lynch5028(Australia)

of those at the pre-diagnosis stage either having made, or attempted to make, an lyanne.harrison@bofa.com

appointment with a physician. This is broadly consistent with the April 2026 survey Travis Steed

(68%) and above the July 2025 level (62%), which was seasonally softer due to the ResearchBofAS Analyst

European summer period. Encouragingly, patient engagement is also reflected in a lower +1 404 607 3251

travis.steed@bofa.com

proportion of “Lost” patients (4% vs. 7% last quarter) — those who have chosen not to

Julien Ouaddour >>

continue their OSA diagnostic journey. Research Analyst

BofASE (France)

Resupply reflects seasonality +33julien.ouaddour@bofa.com1 8770 0614

Mask ordering patterns is consistent with the Jul25 survey. Among Existing Patients,

15% and 42% reported ordering a mask in the past month and quarter, respectively—

slightly above July 2025 levels (12%/43%), though lower than the April 2026 survey Glossary:

BIPAP: Bilevel positive airway pressure(19%/49%). On an annualized basis, mask orders remain elevated at 1.86x per year

CPAP: Continuous positive airway pressure