Viemed Healthcare Inc VMD

Market Talking

[sollmg]

Despite investors’ concerns over ResMed’s future sales, analysts remain positive. After the shares dipped today, analyst Mathieu Chevrier from Citi reiterated a Buy rating on RMD stock, predicting an upside of 28.5%.

 

 

Similarly, Morgan Stanley analyst Sean Laaman estimates another 20% upside potential in the shares and maintains a Buy recommendation.

 

 

Laaman believes that the CPAP market might not be as vulnerable as some investors perceive, despite these positive results. He added that the increased awareness of sleep apnea will likely lead to more individuals seeking better ways to manage their health.

[JackLambert]

Of course.   Look at recent history.   Maximus.  Philips foam packaging.  Now weight loss drugs.     All sound like real problems and none really are.  Their impact is 3. - 6 months  what matters here most is the strategic market.  The growth in said market and the low penetration levels.   And the lack of consolidation on the supply side.  

[JackLambert]

A good buy at 70 four years ago and a better one now  https://www.barrons.com/articles/resmed-stock-glp-1-cpap-386b2908     Sent from Yahoo Mail for iPhone https://www.barrons.com/articles/resmed-stock-glp-1-cpap-386b2908      

[LongTerm3]

I am having issues opening up this attachment. Can you please copy and paste as much as you can.  I appreciate.

[JackLambert]

Shares of ResMed, a maker of CPAP and other sleep-apnea airway machines, have dropped because of new GLP-1 developments. It’s an overreaction—and the stock is a buy.   Affordable Tracks Canada

[LongTerm3]

Excellent story!  Thanks for sharing.

[JackLambert]

Enjoy.   In economic terms.  These drugs and CPAP may become complementary not substitutes.    Both, not either or.   But there are clearly concerns about the drug and abuse.