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    Lyanne Harrison

    Research Analyst at Bank of America

    Lyanne Harrison is an Equities Analyst specializing in healthcare at Bank of America Merrill Lynch, where she provides research coverage of prominent pharmaceutical, biotechnology, and medical device companies. She has established herself as a strong performer in sector analysis, consistently delivering actionable investment insights for institutional clients, and is recognized for her expertise in evaluating company fundamentals and healthcare trends. Harrison began her analyst career with previous experience as a Director before joining Bank of America in Charlotte, North Carolina, where she focuses on deep-dive research and equity recommendations. She holds professional credentials suitable for US equity research, including industry-standard securities licenses and FINRA registration.

    Lyanne Harrison's questions to RESMED (RMD) leadership

    Lyanne Harrison's questions to RESMED (RMD) leadership • Q3 2025

    Question

    Lyanne Harrison from Bank of America asked for a detailed breakdown of the factors contributing to the strong gross margin expansion in the quarter.

    Answer

    CFO Brett Sandercock attributed the 140 basis point year-over-year increase in gross margin to several meaningful factors. These included manufacturing and distribution efficiencies, improved factory recoveries, freight cost improvements, benefits from the ongoing AirSense 10 to AirSense 11 platform transition, lower component costs, and a favorable product mix with stronger mask growth relative to devices.

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    Lyanne Harrison's questions to RESMED (RMD) leadership • Q2 2025

    Question

    Lyanne Harrison from Bank of America asked if the strong device growth was influenced by any one-off bulk purchases or stocking by durable medical equipment (DME) providers ahead of potential tariffs.

    Answer

    Executive Michael Farrell confirmed there were no one-time stocking events in Q2, contrasting it with some stocking in Japan during Q1 following the AirSense 11 launch. He also stated that ResMed does not anticipate any direct impact from potential U.S. tariffs on Chinese or Mexican goods, noting that such tariffs could negatively affect competitors who manufacture in those regions.

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    Lyanne Harrison's questions to RESMED (RMD) leadership • Q1 2025

    Question

    Lyanne Harrison requested an update on AirSense 11 production, its allocation status, the sales mix versus AirSense 10 in the U.S., and the potential for a patient backlog.

    Answer

    CEO Michael Farrell confirmed that AirSense 11 production is "firing on all cylinders" and that the "vast, vast majority" of U.S. device sales are now AirSense 11. He acknowledged a potential backlog exists for patients awaiting the new device for their 5-year replacement, identifying this "recap" cycle as a significant opportunity.

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    Lyanne Harrison's questions to AVITA Medical (RCEL) leadership

    Lyanne Harrison's questions to AVITA Medical (RCEL) leadership • Q2 2024

    Question

    Lyanne Harrison asked for several specific metrics, including the current length of the VAC approval process, VAC approval rates, and Q2 revenue from PermeaDerm. She also questioned the sales force's time allocation between products and the potential cost impact of upcoming clinical studies for the Dermal Matrix.

    Answer

    CEO James Corbett detailed that the VAC process takes 4-6 months, with no turndowns in Q2 and very few historically. He clarified that new product promotions are complementary, as the Dermal Matrix, RECELL, and PermeaDerm are used sequentially in the same procedure. He also stated that the new clinical study costs are not expected to cause a significant expense increase, as they will replace spending from completed studies. CFO David O'Toole added that PermeaDerm accounted for about 2% of Q2 revenue.

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