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ResMed (RMD) investor relations material
ResMed Bank of America Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Bank of America Global Healthcare Conference 2025 summary23 Sep, 2025
Strategic overview and growth ambitions
Focus on cloud-connected and digital health solutions for sleep, breathing, and home healthcare, with 30 million devices sold in 140 countries and 23 billion nights of data collected.
ResMed 2030 strategy targets improving 500 million lives by 2030, aiming for double-digit annual growth in devices, masks, and software.
Strong financials with $1.7 billion in free cash flow over the past year and significant gross margin expansion, reaching net operating profit margins above 33%.
Product innovation includes fabric-based masks and the launch of the AirFit F40 and NightOwl home sleep test.
Tariff relief secured globally, ensuring stable operations amid geopolitical uncertainties.
Data-driven research and global reimbursement
Extensive use of de-identified patient data for product improvement, peer-reviewed research, and epidemiological studies, including projections of sleep apnea prevalence.
Research demonstrates significant health benefits and increased adherence with connected devices, influencing reimbursement policies in France and the UK.
Real-world evidence led to changes in NHS guidelines and reimbursement schemes favoring connected devices.
Patient engagement through apps and resupply programs boosts adherence and reduces healthcare costs.
GLP-1s, patient adherence, and demand generation
Patients prescribed both CPAP and GLP-1s are 11% more likely to start and continue therapy, with higher resupply rates even after discontinuing GLP-1s.
No significant change in adherence or churn rates observed with the rise of GLP-1s; focus remains on educating high-volume prescribers and leveraging demand from pharma and tech.
Training programs for primary care physicians are leading to changes in sleep health protocols, with 75% indicating intent to alter screening and referral practices.
Wearables and home sleep testing acquisitions (Virtuox, NightOwl) are central to a seamless patient pathway from screening to treatment.
Quantify GLP-1 demand generation ROI
Future gross margin expansion drivers?
M&A strategy for funnel expansion?
Partial view of Summaries dataset, powered by Quartr API
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Next ResMed earnings date
Q1 202630 Oct, 2025
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Frequently asked questions
ResMed Inc. develops, manufactures, and markets medical devices, including equipment for the diagnosis and treatment of obstructive sleep apnea (OSA), related breathing disorders and other medical conditions connected to respiration. ResMed Inc. was founded in 1989 and is headquartered in San Diego, California.
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