Research
FORUM TRANSCRIPT

ResMed – Supply Chain Issues & Demand Outlook For Sleep & Respiratory Care Devices

  • Public Equity
  • Healthcare
  • North America
PREMIUM

Specialist

Executive at Apria Healthcare LLC

Agenda

  • Benefit of Philips’ (AMS: PHIA) CPAP (continuous positive airway pressure) device recall for ResMed (NYSE: RMD) demand volume for sleep and respiratory care devices, including sustainability and size of increased demand
  • ResMed’s near-term supply chain issues, including issues keeping up with increased demand leading to customers moving to other providers such as 3B
  • Philips’ future position in the CPAP market following device recall
  • ResMed’s recent launch of AirSense 11, including uptake and product differentiation

Questions

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