BOOM

https://investor.lilly.com/news-releases/news-release-details/tirzepatide-reduced-sleep-apnea-severity-nearly-two-thirds

RMD had a 5% drop in the US overnight after Eli Lilly’s SURMOUNT phase 2 result.

Looking at the results from a pleb’s point of view.

1. Looks huge. A ~27 drop in events per hour. RMD ded.
2. But they didn’t explicitly disclose where the patient's AHI started and where they ended. Looks like might be something like from 50 to 25 events. Which still makes them moderate OSA patients. Still need PAP therapy.
3. Patients using PAP with the drug performed slightly better. So a RMD baggy would say that it’s in fact a tailwind because Lilly will help led gen for RMD.

Interested to hear what others think

Source: https://www.bloomberg.com/news/newsletters/2023-12-17/apple-2024-plans-new-low-end-airpods-vision-pro-larger-iphone-16-oled-ipad-lq9jhed4

I don't see many people talking about this. Apple has probably been working towards this for many years. The Watch already records sleep stages, blood oxygen levels, and calculates sleep respiration rate (algorithmically). This might really open the floodgates for RMD, FPH, SOM, etc.