GCE
Claymore/Robb CEF GS Connect ETN
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That’s a good question because it’s changed alot over the last few years… .
Philips Respironics stopped selling POCs in the US, Invacare went bankrupt and sold its respiratory business, and CAIRE was acquired. Inogen is the last major independent player at scale.
Competition remains from React Health, Rhythm, O2 Concepts, Belluscura, GCE, and Chinese manufacturers, but none have Inogen’s combination brand moat. Medicare billing infrastructure, prescriber network, and rental base.
Yuwell also invested $27.2M for 9.9% of Inogen at $10.3 per share, implying a roughly $275M valuation, and signed a two way distribution agreement
Inogens moat is the premium brand in the market, with over a million patients served

That’s a good question because it’s changed alot over the last few years… .
Philips Respironics stopped selling POCs in the US, Invacare went bankrupt and sold its respiratory business, and CAIRE was acquired. Inogen is the last major independent player at scale.
Competition remains from React Health, Rhythm, O2 Concepts, Belluscura, GCE, and Chinese manufacturers, but none have Inogen’s combination brand moat. Medicare billing infrastructure, prescriber network, and rental base.
Yuwell also invested $27.2M for 9.9% of Inogen at $10.3 per share, implying a roughly $275M valuation, and signed a two way distribution agreement
Inogens moat is the premium brand in the market, with over a million patients served