Mathieu Chevrier's questions to Resmed Inc (RMD) leadership • Q2 2025
Question
Mathieu Chevrier from Citi asked if ResMed sees a need for more research and education on the benefits of CPAP, given the aggressive expansion of indications for GLP-1 drugs by pharmaceutical companies.
Answer
Executive Michael Farrell strongly agreed, stating he has challenged his medical team to increase the velocity and quality of research using ResMed's vast real-world data. He cited existing peer-reviewed studies on mortality reduction and cost savings, and emphasized the need to publish more outcome-focused data. He believes this research is crucial to reinforce CPAP's value, especially as awareness driven by pharma and consumer tech grows.