Forum Topics RMD RMD Industry/competitors
Mujo
Added 4 months ago

Certainly a different tie up - medical device to medical device and pharmaceutical. I can imagine the rationale but very different economics, culture, expertise involved...

13

Mujo
Added 4 months ago

Reflecting on this a bit more I'm surprised the market hasn't reacted more negatively to all the new treatments targeted for sleep apnea in the works. I guess after the GLP-1 scare the register has changed a lot.

The Apnimed treatment seems like it could be significant with refinements over time I'm sure it'll become stronger too. Normally not taking a medication would be preferred but given just how uncomfortable CPAP machines are maybe RMD is concerned internally about it.

16

mikebrisy
Added 4 months ago

@Mujo I agree. I initially took flight when I reviewed the data on effectiveness of alternative treatments. But as the robustness of $RMD emerged supported by other data, I revisited my pessimism and bought back in (foregoing about 10% return opportunity as the cost of my caution).

There is still a threat, or multiple ones, and so I am not complacent about that. But I’ve decided to let the numbers do the talking, as there is a plausible thesis that multiple therapies succeed over a 5-10 yr horizon, (with $RMD the clear leader in non-drug interventions) in a large, global, underserved market.

18

Mujo
Added 4 months ago

Very true, the numbers show no issues at present and maybe it's best just to Hold until or if they show a different story. I do wonder what the sleep apnea landscape will look like in 10 years though.

18