Lyanne Harrison

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

Q3 '24Q4 '25

Focus Areas8 topics

Demand4Competitive Dynamics1Revenue Growth1Margin1Cost Pressure1Trade Tariffs1Supply Chain1Product Launch1

Trends5 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History5 questions

RMDResMed5 quarters

2025 Q4

Are you seeing any changes in compliance or therapy for those GLP-1 OSA patients in the cohort you're tracking who have been with you for 3 years

DemandCompetitive DynamicsView in transcript →

2025 Q3

Can you talk about the demand in initiatives that you have in place? And how do you measure which ones are really delivering

DemandRevenue GrowthView in transcript →

2025 Q1

Can you talk us through in terms of each of the factors that attributed to the expansion? How much of it was driven by each?

MarginCost PressureView in transcript →

2024 Q4

Can you point out if there is any, I guess, bulk purchases or one-offs that might have occurred this quarter

DemandTrade TariffsView in transcript →

2024 Q3

Can you comment a little bit on the production of AirSense 11?

Supply ChainProduct LaunchDemandView in transcript →