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    Davinthra Thillainathan • Goldman Sachs

    Davinthra Thillainathan's questions to Resmed Inc (RMD) leadership

    Davinthra Thillainathan's questions to Resmed Inc (RMD) leadership • Q4 2025

    Question

    Davinthra Thillainathan of Goldman Sachs questioned the post-acquisition roadmap for Virtuox, including planned investments and the key indicators for measuring returns.

    Answer

    CEO Michael Farrell positioned the Virtuox acquisition as part of a broader strategy to expand the diagnostic funnel, alongside Ectosense and Somnware. He stated the goal is to scale home sleep apnea testing (HSAT) to reduce lab waitlists and bring more patients to therapy, viewing it as a long-term strategic play.

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    Davinthra Thillainathan's questions to Resmed Inc (RMD) leadership • Q4 2025

    Question

    Davinthra Thillainathan of Goldman Sachs questioned the strategic roadmap for the newly acquired Virtuox business, including future investment areas and the key indicators for measuring its success.

    Answer

    CEO & Chairman Michael Farrell positioned the Virtuox acquisition as part of a broader portfolio strategy, alongside Ectosense and Somnware, aimed at improving the patient diagnostic funnel. He explained the goal is to scale home sleep apnea testing (HSAT) to reduce waitlists and free up sleep labs for more complex cases, ultimately driving more patients to therapy. He emphasized it is a long-term strategic play.

    Ask Fintool Equity Research AI