RMD/ResMed

Resmed (sleep disordered breathing product manufacturer) was sold off heavily overnight, based on the Eli Lilly GLP-1 success (primary end point of clinical trial reached) in reducing OSA (obstructive sleep apnoea) impacts.

I think it very likely that they are complements, not substitutes, at least in the initial years. “Let’s treat your obesity, do your bloods, at while we are at it get on top of that OSA”.

We get the quarterly on the 25th of next week, which will, one hopes, show ongoing success with the launch / rollout of the Airsense 11, and supportive commentary from mgmt about how the drugs (GLP-1s) can work together with CPAP to improve patient outcomes.

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