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17-07-2024, 09:52 AM
#3271
Member
![Quote](images/misc/quote_icon.png) Originally Posted by kiora
Weight loss drugs ?
"Despite their best efforts, 80% of people who lose weight regain itand many end up heavier within 5 years. Why? Our bodies fight back, revving up hunger while slowing metabolism after weight loss. In ongoing obesity discussions, ghrelin is in the spotlight as the "hunger hormone" playing a crucial role in driving appetite and facilitating weight gain. "
https://www.medscape.com/viewarticle...&impID=6666563
Obesity is a chronic illness, no different to diabetes, which these drugs also treat.
You don't stop medication just because the diabetes is under control.
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17-07-2024, 09:59 AM
#3272
Obesity could be removed as an issue in (all?) developed and some middle income countries.
While America stands out with obese people plodding along because insurance deductibles, exclusions and lack of coverage.
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18-07-2024, 09:39 AM
#3273
Livewire plugging their sleep apnea again
"A MID-CAP STOCK DUE FOR A RE-RATE
ResMed (ASX: RMD)
Auscap’s thesis for this founder-led business, which sells CPAP (continual positive airway pressure) devices to sufferers of obstructive sleep apnoea (OSA), is built around ResMed’s dominance within its sector. Mumford emphasises its EPS has grown by 15% per annum for a decade, alongside a ROE of more than 20%.
He notes the large selloff of the share price in the last year – and again in recent weeks - in the wake of the perceived potential impact of GLP-1 drugs.
“Having spoken to many industry participants, we think the concerns are overblown,” Mumford says.
Reasons for this include potential side-effects of GLP-1s, treatment costs, and patient adherence.
“Feedback suggests that ResMed remains the strongly preferred CPAP standard of care, with physicians tending to view GLP-1s as an adjunctive OSA therapy to CPAP and demand trends for the CPAP sector remain extremely strong,” says Mumford.
“It also appears that the sudden focus on weight and health that has arisen from the GLP-1 fervour has substantially increased awareness of OSA, a particularly under-diagnosed condition, which is increasing the number of patients looking for a solution.”
He also refers to ResMed estimates that the potential global OSA market is approximately 1 billion people, with just 23.5 million people connected to ResMed devices as of FY23.
“ResMed is currently trading on a forward price to earnings multiple that is a significant discount to where it has traded historically, and even more so relative to the broader market, which we think is a great opportunity to buy in at an attractive price for long term investors,” Mumford says."
https://www.livewiremarkets.com/wire...rm=READ%20MORE
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25-07-2024, 09:19 AM
#3274
"New Samsung watches that detect sleep apnea should be good for sales"
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01-08-2024, 06:56 PM
#3275
Todays Market Report ….. At home, market leader Fisher and Paykel Healthcare was up 50c to $32.85 –it was last at that level in December 202
That’s pretty cool eh
Wonder if it’ll get to 35 bucks this month?
”When investors are euphoric, they are incapable of recognising euphoria itself “
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01-08-2024, 09:26 PM
#3276
Another respiratory pandemic around the corner ???
Or just able to perform more ops in hospital now???
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23-08-2024, 08:39 AM
#3277
Things going well for FPH
That’ll allay any fear that F25 might just be an ordinary yesr
Shares over $37 bucks soon
http://nzx-prod-s7fsd7f98s.s3-websit...3.pdf🔜
”When investors are euphoric, they are incapable of recognising euphoria itself “
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23-08-2024, 08:39 AM
#3278
https://www.nzx.com/announcements/436696
Fisher & Paykel Healthcare provides first half guidance for the 2025 financial year and updates full year outlook
Auckland, New Zealand, 23 August 2024 – Fisher & Paykel Healthcare Corporation Limited announced that it has provided guidance for the first half of the 2025 financial year, which ends 30 September 2024, and updated its guidance for the full 2025 financial year.
“The year to date has begun strongly across all products and regions,” said Managing Director and CEO Lewis Gradon. “In the Hospital product group, contributions include ongoing change in clinical practice, and a good response to new product introductions. In addition, early indications are that the year to date includes a relatively high hospital census during the period in both the Northern and Southern Hemispheres as Northern Hemisphere seasonal hospitalisations persisted into the beginning of this current financial year and hospitals have returned to more normalised staffing and capacity.
“It is also pleasing to see the progress we are making with our gross margin improvement initiatives as we return to our usual practice of working on efficiency and continuous improvement activities.”
At 31 July exchange rates*, guidance assumptions for the first half of the 2025 financial year include a continuation of the current trading environment and result in revenue in the range of approximately $940 million to $950 million, and net profit after tax in the range of approximately $150 million to $160 million. At the midpoints of first half guidance, this would equate to 18% growth in reported operating revenue and 44% growth in reported net profit after tax, compared to the first half of the 2024 financial year.
Outlook for the 2025 financial year
The full year guidance previously provided in May was for operating revenue to be in the range of approximately $1.9 billion to $2.0 billion and net profit after tax to be in the range of approximately $310 million to $360 million.
At 31 July exchange rates*, the company continues to expect full year operating revenue to be in the range of approximately $1.9 billion to $2.0 billion and now expects full year net profit after tax to be in the range of approximately $320 million to $370 million.
“We expect the remainder of the financial year for our Hospital product group to have similar underlying contributions from changes to clinical practice and new product introductions. We have not changed our view on the revenue guidance range for the full year due to the additional and variable impact of Northern Hemisphere seasonal hospitalisation rates, which historically occur towards the end of our second half.
“In our Homecare product group, the new masks we have introduced are performing well, and we think this will continue to be an underlying driver into our second half.
“Our hospital products are market leaders, our masks for treating obstructive sleep apnea are getting positive reviews and we have expanding opportunities in anesthesia and surgery. We are in a strong position to achieve our long-term revenue aspirations,” concluded Mr Gradon.
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23-08-2024, 09:02 AM
#3279
"We are in a strong position to achieve our long-term revenue aspirations,” concluded Mr Gradon."
ONWARDS & upwards
So predictable.
You said it Winner.Do you still hold???
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23-08-2024, 12:08 PM
#3280
![Quote](images/misc/quote_icon.png) Originally Posted by kiora
"We are in a strong position to achieve our long-term revenue aspirations,” concluded Mr Gradon."
ONWARDS & upwards
So predictable.
You said it Winner.Do you still hold???
Yep and loving the action today
First of a few upgrades I reckon …so $40 by Christmas on cards
”When investors are euphoric, they are incapable of recognising euphoria itself “
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