ResMed Inc Chess Depository Interest
RMD: XASX (AUS)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| p$ | LOCK|dh>p | LOCK|D%@vgm& |
ResMed: GLP-1s Are a Headwind, Not an Existential Threat
We have taken a fresh look at ResMed following the transfer of coverage, focusing on what GLP-1 weight-loss drugs mean for its long-term growth. The market fears the drugs will shrink the pool of sleep apnea patients who need a continuous positive airway pressure device.
