Competitive PressureLIVN's OSPREY study included patients with complete concentric collapse, whereas INSP's pivotal studies excluded these patients, potentially giving LIVN a competitive advantage.
Market VolatilityThe 4Q-weighted guidance may add incremental near-term volatility to shares despite solid 1Q results.
Sales ForecastQ2 sales will be below prior expectations, implying sales of $213-$217MM vs. prior consensus of $228MM.