Added to YB: 2026-09-29
Pitch date: 2026-09-24
RMD [bullish]
ResMed Inc.
+9.57%
current return
Author Info
No bio for this author
Company Info
ResMed Inc. engages in the digital health and cloud-connected medical devices business in the United States and internationally.
Market Cap
$31.8B
Pitch Price
$221.08
Price Target
N/A
Dividend
1.19%
EV/EBITDA
14.49
P/E
21.28
EV/Sales
5.50
Sector
Health Care Equipment and Supplies
Category
value
Thursday Tailwinds #8 - ResMed (RMD)
RMD (overview): ResMed trades at 18.9x forward earnings versus a 38.58x 10-year average as GLP-1 fears obscure a potentially expanding diagnosis funnel. ResMed reports that within 90 days of diagnosis, 40% of patients start positive airway pressure therapy and fewer than 3% start a GLP-1, while GLP-1 users on machine therapy use it more and order 5-6% more supplies. The thesis identifies Apnimed’s AD109 pill as the highest threat, with an FDA decision due February 28, 2027.
Read full article (4 min)