Ann: Acquisition presentation, page-42

Great update ! Thanks for sharing . Very interesting to see work being done in the respiratory/ sleep apnoea space. big players such as Resmed that treats severe cases of sleep apnoea using Continous Postive Air Pressure ( CPAP) , has been aggressively working on using IOT to get their Devices connected to data platforms that not only provides immediate health information in terms of sleep cycle, oxygen saturation to the patient and doctors but has become important from a compliance perspective. Patients in the US need to demonstrate that they have been using the devices in order to get rebates and discounts from insurers.
Resmed made a huge acquisition last year called Brighttree just to acquire their IOT and data platform capabilities. See below
https://amp.smh.com.au/business/res...oup-brightree-for-us800m-20160222-gn0kdo.html

Even smaller players such as Somnomed that treat less severe cases of sleep apnoea using Continous Open Airway Therapy ( COAT) , which is less intrusive than CPAP ( essentially a mouth guard that you put on at night ) has chips to ensure compliance and data monitoring .

Small excerpt from their announcement
SomnoMed is partnering with Braebon Medical Corp., maker of the DentiTrac, to introduce SomnoDent with DentiTrac, designed to capture and store compliance data in the cloud for patients undergoing Continuous Open Airway Therapy (COATTM). Until now, compliance data for COAT was only available by way of patients self- reporting their use of the oral device. SomnoDent with a DentiTrac micro-recorder objectively captures patients’ usage of the device on a minute by minute basis. The recorded compliance data is uploaded to a HIPAA secure cloud and can be easily accessed by the physician treating the patient’s condition. Additionally, clinicians can remotely create, view and keep records of patients’ historic compliance data taken in minute intervals during the time the device is worn.

The ability to objectively measure patient compliance is an important feature for COAT when compared to other treatment modalities. This unique feature gives SomnoDent devices a competitive advantage, as physicians and payers require objective evidence that patients are wearing their SomnoDents and receiving treatment as prescribed.

“We believe the use of the SomnoDent Compliance Control system is of great importance in our strategy to obtain a greater acceptance of COAT from medical specialists and insurers in the US. It offers physicians ongoing control of patients by monitoring the progress of the treatment of their sleep apnea conditions. This is expected to assist in our endeavours to change the prescribing behaviour of physicians and increase the use of COAT in the US, which runs well behind a number of other countries around the world where SomnoMed operates," said SomnoMed Executive Chairman Dr. Peter Neustadt.

“Early compliance control tests conducted by SomnoMed in Australia during the last few months indicate that the SomnoDent device achieves an 84% objective compliance rate on an "all night/every night" basis. Further, it was shown that where SomnoDent was tested using the standard definition of compliance used for CPAP (based on only 21 nights in a month, for a minimum of only 4 hours per night) an objective compliance rate of 95% was achieved. This exceptional rate of compliance compares very favorably with that of CPAP, which is usually stated to be around 60-70%,” commented Dr. Peter Neustadt.


As obesity rises due to poor dietary habits and stress etc, the sleep apnoea market itself is a multi billion market and projected to grow exponentially especially in Asia as people's dietary preferences change due to more exposure to the western world and rising incomes. Resmed alone makes billions per annum.

If Sensera can start supplying MEMS devices in this vertical alone, this will generate millions in revenue very quickly.

Couple of photos of what CPAP and COAT devices look like . Imagine a Sensera chip in devices like these ...!!!