ResMed (RMD) Corporate presentation summary

Company overview and strategy

• Operates in sleep health, breathing health, and home health, serving over 140 countries with more than 11,300 employees.

• Focuses on large, underpenetrated markets, especially sleep apnea and COPD, with significant growth potential.

• Strategic priorities include operational excellence, innovation, active portfolio management, and disciplined capital allocation.

• Mission is to empower 500 million people by 2030 through life-changing health technologies and personalized care pathways.

• Vision centers on enabling people to achieve their full potential via better sleep and breathing, primarily at home.

Product portfolio and innovation

• Offers a comprehensive device portfolio, including AirSense 11 (CPAP/APAP), AirCurve 11 (bilevel), and AirMini (portable CPAP).

• Market-leading mask portfolio and diagnostics, such as AirTouch F30i, AirFit N30, and Virtuox for sleep and cardiopulmonary testing.

• Residential Care Software (RCS) platforms like Brightree and MEDIFOX DAN digitize post-acute and home care operations.

• Robust digital ecosystem with AI-enabled personalization, 37M+ patients on AirView, and 12.5M+ on myAir.

• Expanded into Restless Legs Syndrome (RLS) therapy with Noctrix, targeting a significant comorbid population.

Business and market updates

• Partnerships, such as with OURA, expand access to sleep health education and care, driving patient engagement.

• Real-world data shows patients on GLP-1s are more likely to initiate and adhere to PAP therapy.

• PAP therapy is initiated earlier and more frequently than GLP-1s among newly diagnosed OSA patients.

• Demographic shifts show more women and younger patients starting OSA therapy, influencing product and marketing strategies.

• Over 95,000 CME courses completed by clinicians, with 77% intending to change OSA clinical practices.