So the increased focus on diagnosis as a positive?

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Andrewst10

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25/06/24

11:37

Post #: 74475896
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Originally posted by TonyIndo: ↑

Resmed are tracking a cohort of over 0.5 million patients with prescriptions for both GLP-1 medications and positive airway pressure therapy. This data can be reviewed on their website. What have they found? That some of the market thought that patients on GLP-1 medications would be less likely to start positive airway pressure therapy. Resmed stated that this was and still is not the case (listen to their last Earnings Call on their website to understand why). But in summary, their analysis of over 529,000 patients with GLP-1 prescriptions shows that not only is there not a reduction in the propensity to start positive airway pressure therapy, it is the exact opposite.

For patients who have been prescribed a GLP-1, there is an increase of 10% of the absolute percentage of patients that commence positive airway pressure therapy. That's a potential increase of 10% into the funnel folks!! For example if 75% patient new starts in a given period increase by that 10% to 85% that's a bigger market every year. Their thoughts are that these GLP-1 medications will lead to greater growth of patients coming into their health care system over time. Just look at how many patients they have that they can track in their cohort. Resmed's data (529,000 plus patients) is showing that with that cohort of patients. Their goal is to leverage the demand that's coming from this new megatrend of GLP-1's.

Another important thing to note is that these GLP-1s are the latest generation medications.

Trial phase iii was only a small trial less than 500 patients.

Tony

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So the increased focus on diagnosis as a positive?

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