ResMed Gains Additional Competitive Advantages Thanks to High Tariffs
By 2030, ResMed aims to support 500 million instead of the previously targeted 151 million people
Competitors are partly facing high tariffs
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ResMed (RMD) has established itself as a market leader in the treatment of chronic respiratory diseases with breathing devices, masks, and software solutions. Here, U.S. import tariffs are expected to create competitive advantages in the most important market: Investments in AI and data from over 22 billion nights strengthen the position in a market with potentially 2.3 billion patients. GLP-1 prescriptions are a driver, and these patients are 10.8% more likely to initiate PAP therapy. Additionally, reorder rates and therapy adherence are...
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