Browsing: Sleep Health

The cleanest short thesis on ResMed (NYSE: RMD) is that weight-loss drugs could shrink the obstructive sleep apnea market over time and weaken demand for PAP devices. That framing is too narrow. ResMed is not just selling initial devices into a one-time diagnosis event. It operates a broader sleep-health ecosystem built around installed devices, recurring…

The summer of 2026 has been setting records for high temperatures and heat-related deaths in Europe and the U.S. Older adults and those with chronic health problems are affected most, but everyone is affected to some degree. Considerable research has been done to examine how high temperature and humidity affect the quality of our sleep.…