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Davinthra Thillainathan

Davinthra Thillainathan

Healthcare Equity Analyst at Goldman Sachs Group Inc.

Sydney, NSW, AU

Davinthra Thillainathan is a Healthcare Equity Analyst at Goldman Sachs, specializing in coverage of major healthcare firms such as CSL Limited, ResMed, Ramsay Health Care, and Sonic Healthcare. With an analyst success rate of 50% and an average return per recommendation of -0.80%, Thillainathan’s calls have included highly profitable ratings like a 4.5% return for CSL. Since joining Goldman Sachs, Thillainathan has provided targeted recommendations and forecasts across Australian and European healthcare stocks and is recognized for contributing to sector insights published by leading financial platforms. Professional credentials and securities licenses are not publicly listed.

Davinthra Thillainathan's questions to RESMED (RMD) leadership

Question · Q2 2026

Davinthra Thillainathan asked for a deeper understanding of the 5% constant currency device growth in ex-U.S. markets, specifically if previous quarters saw any pull-forward of demand and the impact of current demand generation activities.

Answer

CEO Mick Farrell described the 5% growth as solid and in line with the market, mentioning successful promotional work in China, Korea, Australia, and New Zealand. CFO Brett Sandercock added that the prior year's comparable quarter had a strong 9% growth rate.

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Question · Q2 2026

Davinthra Thillainathan sought a better understanding of the 5% constant currency growth for ex-US devices, asking if any pull-forward of demand in previous quarters had weighed on the current quarter's growth.

Answer

CEO Mick Farrell described the 5% growth across Europe, Asia, and Rest of the World as very solid and in line with the market, mentioning successful promotional work in China, Korea, Australia, and New Zealand. CFO Brett Sandercock added that the prior year comparable for this segment was a strong 9% growth.

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Question · Q4 2025

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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Question · Q4 2025

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.

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