Forum Topics RMD RMD Broker/Analyst Views

Pinned straw:

Straw deleted
thunderhead
Added one year ago

Nice summary @Remorhaz, thanks for sharing.

This may be my endowment effect speaking, but I see little reason to sell these shares - the company seems well placed to continue penetrating its very large addressable market, and execution has been top notch so far.

Needs to be north of $40 to even "think about" thinking about trimming for me.

20

Aaronfzr
Added one year ago

Really encouraging to see Resmed continuing to build and innovate off their substantial base and brand awareness. Super interesting to see that wearables' are comparable to PSG in OSA detection....does anyone have knowledge as to whether these functions have been confirmed / activated in wearable products? I know Apple watch has had functionally-disabled features pending FDA approval, as those features would be classified as "medical devices". If these features are good-to-go that would be very interesting... although it remains my impression that many OSA-sufferers fall into the daytime-sleepy group (motivated for lifestyle change and therapy), or the not-so-sleepy group (unmotivated). I'm not so sure that the watch flagging apnoeas would change many people's interest in OSA therapy, but would be very happy if it did :)

19
Strawman
Added one year ago

Haha @Remorhaz

Maybe they should have added a few decimal places too!

16