RE:RE:Viemed Conf callIt will take a few years before the known effect of GPL-1 on CPAP sales. As of now, it is too expense (1000US per month) and not covered by most insurance companies and many business owners are not adding it to their employee health insurance policies. Once the benefits are known, becomes cheaper to buy and more widely excepted it could have more of an effect on CPAP revenue. It could take a few years from now though....That is the uncertainty the market is worried about. IMO...based on my DD.
In the meantime Resmed is off 50% from it's recent high, and might make a good buying opportunity with less risk, than Quipt. IMO.
I notice Morgan Stanely just upgraded it, based on last ResMed CC.
All my opinion
GLTA