ResMed (RMD) investor relations material

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.