Laura Sutcliffe's questions to Resmed Inc (RMD) leadership • Q2 2025
Question
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.