Davin Thillainathan

Healthcare

Limited coverage. Only 5 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q1 '26

Focus Areas6 topics

Demand3Revenue Growth2Geographic Expansion2Product Launch1M&A1Competitive Dynamics1

Trends5 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History

5 questions

RMDResMed5 quarters

2026 Q1

Channel checks were suggesting some one-off events that may have held back growth, particularly to do with weather events

DemandRevenue GrowthView in transcript →

2025 Q4

Was there any sort of pull forward of demand that have been in the previous quarters that sort of weighed on the growth this quarter?

Revenue GrowthGeographic ExpansionView in transcript →

2025 Q3

Could you just highlight the unique attributes of this product? And also, if I understand this right is in the full face category

Product LaunchGeographic ExpansionView in transcript →

2025 Q2

I'm more interested to understand the road map for this business towards your acquisition. What are the areas of investment

M&ADemandView in transcript →

2024 Q4

Could you give us some sense there on your thinking about the GLP-1 impact there?

DemandCompetitive DynamicsView in transcript →