I don't normally comment in RMD threads, as I have faith in the company thus only reviewing its performance every HY.
To be fair, I think both madamswer & wolbellee raised good points.
I am a dealer of Resmed product in my pharmacy. Recently a public health professor from a university approached me to start a pilot program that can help me diagnose & also manage the patients with chronic sleep apnoea. We are designing a cloud-based software that can enable the data is shared between patient, me and the sleep clinic. Therefore a IT software has its role (& of course market demand) in sleep apnoea area. I agree with Wolbellee that it makes sense for RMD to dip into IT industry to expand its revenue.
However from RMD perspective, rather than designing a software by itself to tailor to its need (or to outsource it to a reputable IT company), it actually acquires the whole IT company which includes a big chunk of goodwill & several other revenues irrelevant to sleep apnoea industry. I agree with Madamswer that RMD may be better off acquiring the patent of the software (or leasing the patent on a long-term contracts), if not outsourcing the IT tasks to a reputable company)
I appreciate both your posts, and I hope both of you can discuss to reach an agreement in a constructive way to provide informative benefits to all HC readers.
Cheers guys.
- Forums
- ASX - By Stock
- RMD
- Ann: ResMed to Acquire Brightree
Ann: ResMed to Acquire Brightree, page-33
-
- There are more pages in this discussion • 9 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
STX
Strike hands $48.5M contract to Clarke Energy to produce 20x 4.5MW gas engines for Sth Erregulla
GML
Gateway Mining sells WA Eastern Montague gold project to Brightstar for $14M – half of that in shares
Add RMD (ASX) to my watchlist
|
|||||
Last
$31.80 |
Change
-0.590(1.82%) |
Mkt cap ! $20.15B |
Open | High | Low | Value | Volume |
$31.86 | $33.42 | $31.51 | $176.0M | 5.493M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 1000 | $31.70 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$31.81 | 7592 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 50 | 31.590 |
1 | 602 | 31.520 |
2 | 181 | 31.510 |
3 | 450 | 31.500 |
1 | 260 | 31.450 |
Price($) | Vol. | No. |
---|---|---|
31.820 | 1000 | 1 |
31.900 | 700 | 1 |
32.000 | 166 | 1 |
32.190 | 947 | 1 |
32.200 | 31 | 1 |
Last trade - 16.10pm 02/08/2024 (20 minute delay) ? |
Featured News
MND
Albemarle lithium downsize burns $200M hole in Monadelphous's pocket as latter's contracts terminated
TG1
TechGen Metals kicks off airborne geophys survey at Sally Downs copper play – a first for the permit
RMD (ASX) Chart |