ResMed is the most commonly known provider of a mechanical OSA...

ResMed is the most commonly known provider of a mechanical OSA solution, CPAP.

ResMed’s revenue for the twelve months ending Dec 31, 2021 was US$3.4 billion (A$4.75 billion) and the company has a market cap of US$33.25 billion (A$45.9 billion). It’s estimated that RMD’s market share of OSA is ~55%.

For those wondering about IHL’s push into the USA, 60% of RMD’s revenue is generated from this market.

If IHL-42X continues to demonstrate efficacy and ultimates penetrates even 5% of RMD’s revenue then this would be revenue of A$237.5 million per annum. IMO that’s extremely conservative and it would only represent 2.5% of the global OSA market by revenue.

RMD is trading on a conservative 9.8 times revenue. If you applied the same multiple to IHL that would be a very conservative market cap of A$2.3 billion. And that’s just based on one drug in the suite of 6 programs plus APIRX.

If IHL penetrated 10%, that’s a A$4.6 billion market cap for IHL. Personally I believe IHL would be a significant takeover target well before this occurred.

I understand it’s a really crude example but the point is that too many on these threads are becoming screen junkies. Watching the hourly share price will drive you insane and you’ll lose perspective of the reason you invested to begin with.

Listening to highly emotional “chicken little” investors will add no value to your investment decision either. They don’t know anything about IHL and don’t have the intellectual horsepower to even debate / discuss simple concepts. Let them wax lyrical about heads and shoulders and fractals. It’s all garbage IMO and it’s certainly irrelevant to the future value of this company.

The preliminary OSA results categorically tell you that IHL has significantly reduced AHI and they’ve proved the synergistic response between dronabinol and acetazolamide. The final report, which is due soon will show the dosing data and then IHL is potentially in a genuine position to say they have a potential pharmacotherapy solution for Obstructive Sleep Apnea.