Andrew Paine's questions to Resmed Inc (RMD) leadership • Q1 2025
Question
Andrew Paine asked for commentary on the competitive landscape in the EU, specifically if ResMed is seeing a declining presence from a key competitor, which could enable market share gains.
Answer
CEO Michael Farrell stated the competitive environment is what it "always was" and attributed strong European performance to improved internal execution, a cohesive commercial team, and superior logistics, rather than a specific competitor's decline. He reiterated that the primary goal is expanding the patient funnel.