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Originally posted by alnby:
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We believe that increased utilization of GLP-1s to treat obesity will bring many new people into the health care funnel, activating them to see their primary care positions as they strive for weight loss and other medical health.We believe this will open these patients up to knowledge of their other chronic diseases from their primary care physicians, including awareness of chronic diseases such as sleep apnea, ultimately driving new patients into diagnosis and treatment pathways that may not have previously been considered or being treated for those patients. So we believe this will drive not just more patients into our channel, but also more motivated patients into our channel.ResMed has been tracking the impact of GLP-1s through a de-identified patient analysis using an overlap of our data and third-party claims data. With another quarter of data analyzed, we are now up to an incredible N equals 660,000 subjects in our analysis. The bottom line is that the data show that GLP-1s are having a positive impact on patients seeking and adhering to positive airway pressure therapy. The latest numbers are an improvement from what we presented previously.For patients prescribed a GLP-1 medication, the latest data show a 10.5% higher propensity to start positive airway pressure therapy over those not taking the drug. As we follow these patients longitudinally, the resupply rate at T equals 12 months is 310 basis points higher. That's $3.1 billion absolute basis percentage points higher for patients who have a GLP-1 prescription. And then at T equals 24 months, the resupply rate is 500 basis points so 5.0 absolute percentage points higher for patients who have a GLP-1 prescription. These data show clearly that these new GLP-1 pharmaceutical class is actually a tailwind for our ResMed business. bringing more patients and more motivated patients into the health care system.
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Hi, yes 10% from GLP's into the funnel so early in the game. Imagine shouldvthat figure increase. What also stuck out for me is the 100's of millions that will be using smart watches as those too will drive clients into the funnel. Exciting times.
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