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Analyst
Laura Sutcliffe
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q2 (8 quarters; questions recorded in 5).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 5with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 5 of 5 questions from 1 company
RMDResMed5 questions · 5 reporting periods · 0 of 5 challenging
Calendar 2026 Q2
Are they behaving in the same way as injectables when it comes to driving patients into the funnel?
Show response
Mick said no dramatic change from oral GLP-1s; literature shows lower adherence and weight loss than injectables, but both remain a demand tailwind.
Calendar 2025 Q4
Which sort of areas or stage is the patient funnel from -- all the way from an initial visit to a PCP through to their first night
Show response
Mick said top-of-funnel awareness has improved most from big pharma DTC advertising and big tech wearables. Challenge now is scaling mid-funnel: home sleep apnea testing with VirtuOx/NightOwl, physician workflows with Somnoware, and HME efficiency with Brightree.
Calendar 2025 Q3
could you just talk to how much work there is to do, how leaky is the funnel right now
Show response
Mick highlighted NightOwl, VirtuOx and Somnoware as funnel investments. VirtuOx performing well above expectations. Dawn AI serves as digital sleep health concierge to reduce leakage. Over 3 billion API calls per quarter shows ecosystem engagement.
Calendar 2024 Q4
Could you talk to your ability to scale things like home sleep testing and remote setup
Show response
Mick described infrastructure for scaling diagnosis: home sleep testing via ApneaLink Air and NightOwl, keeping labs for complex patients (central apnea, COPD). COVID proved remote models work.
Calendar 2024 Q3
Do you have any sense of pre-orders for your new mask? I know it's not available yet, but any sense of what demand looks like
Show response
Mick acknowledged it's too early for material pre-order data but highlighted strong commercial team excitement and decade-long development effort.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| RMD ResMed | 5 | 0%none of 5 questions |
- RMDResMed · 5 questions0%none of 5 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q3 | 1 | 0%none of 1 question | 1 |
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q1No questions recorded
- 2025 Q2No questions recorded
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand5
- Innovation & R&D2
- M&A1
- Supply Chain1
- Product Launch1