I think the U.S mask sales and GP contraction is going to spook...

  1. 8,688 Posts.
    lightbulb Created with Sketch. 2618
    I think the U.S mask sales and GP contraction is going to spook the market, further supporting the fear around GLP1s.

    The investor call was dominated by questions about GLP1s and management released studies and internal findings that they are having no effect so far. Howver they believe there will be some impact.

    The actual underlying result looks very strong to me. Probably get a chance to buy more shares over the coming days.
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
$38.61
Change
-0.500(1.28%)
Mkt cap ! $22.80B
Open High Low Value Volume
$38.70 $38.76 $38.46 $2.535M 65.65K

Buyers (Bids)

No. Vol. Price($)
2 229 $38.53
 

Sellers (Offers)

Price($) Vol. No.
$38.61 49 2
View Market Depth
Last trade - 10.01am 14/07/2025 (20 minute delay) ?
RMD (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.