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Laura Sutcliffe

Laura Sutcliffe

Research Analyst at UBS Asset Management Americas Inc.

Sydney, NSW, AU

Laura Sutcliffe is an Executive Director and Senior Equity Analyst at UBS, specializing in European biopharmaceuticals with coverage of companies such as Telix Pharmaceuticals, UCB, argenx, Vifor Pharma, Galapagos, Gilead Sciences, and ResMed. She has built a notable performance record, with public data reflecting a published 12-month ROI for recommendations and a historical success rate around 42%, as captured on professional analyst platforms. Laura began her career in equity research over a decade ago, advancing through roles at major investment banks before joining UBS, where she has led key sector research and consistently provided actionable insights to institutional investors. She holds industry-standard regulatory certifications and is presumed registered with relevant securities authorities, supporting her recognized expertise and ongoing contributions to the biopharma investment community.

Laura Sutcliffe's questions to RESMED (RMD) leadership

Question · Q2 2026

Laura Sutcliffe inquired about the stages of the patient funnel where ResMed has made the most impact in recent years and where further work is still needed.

Answer

CEO Mick Farrell identified the top of the funnel, driven by increased awareness from Big Pharma and Big Tech, as the area with the most progress. He highlighted ResMed's focus on expanding home sleep apnea testing (Virtuox, Ectosense) and improving clinic efficiency (Somnoware) as key areas for continued work.

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Question · Q2 2026

Laura Sutcliffe inquired about which stages of the patient funnel, from initial PCP visit to first night with a ResMed device, have seen the most impact and where more work is needed.

Answer

CEO Mick Farrell stated that the most progress has been at the top of the funnel, driven by big pharma GLP-1s and big tech wearables increasing awareness. He identified challenges and ongoing work in scaling home sleep apnea testing through acquisitions like Ectosense (NightOwl), VirtuOx, and Somnoware, and partnering with HME customers via Brightree.

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Question · Q2 2025

Laura Sutcliffe from UBS inquired about ResMed's ability to scale home sleep testing and remote setup to accommodate a potential influx of new patients, given that sleep physician capacity is constrained.

Answer

Executive Michael Farrell affirmed that scaling home sleep apnea testing (HSAT) is the key to flexing capacity for new patient demand. He explained that ResMed's strategy is to partner with sleep labs and HSAT companies to triage the majority of new patients to home testing, reserving in-lab capacity for more complex cases like central sleep apnea or overlap syndrome. He mentioned products like NightOwl and ApneaLink Air as part of the infrastructure to support this scaling.

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Question · Q1 2025

Laura Sutcliffe inquired about any available data on preorders or initial demand for ResMed's new AirTouch N30i mask ahead of its launch.

Answer

CEO Michael Farrell explained that while it is too early for material financial data, there is "incredible excitement" from the commercial teams. He emphasized that the fabric-based technology is a potential "game changer" resulting from over a decade of development and represents a significant innovation in patient comfort.

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