ResMed Inc. at Morgan Stanley Global Healthcare Conference Transcript

Sep 15, 2026 / 02:00PM GMT

Release Date Price: €203.5

Transcript

David Bailey

Morgan Stanley & Co Ltd - Equity Analyst

Okay. Good morning, everyone. My name is David Bailey. I'm part of the healthcare team at Morgan Stanley, joined today by Mick Farrell and Aaron Bloomer from ResMed. Welcome to you both. Great to have you here.

Before we begin, there are some disclosures. Please see the Morgan Stanley Research Disclosures website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.

Thanks very much again for coming today. Great to see you in person. Topics-wise, we might go through growth, competition, GLP-1s, margins and strategy as broad topics. We'll see how we go in 35 minutes.

Michael Farrell

ResMed Inc. - Chairman of the Board

Yeah.

Questions & Answers

David Bailey

Morgan Stanley & Co Ltd - Equity Analyst

Maybe just to begin, as we look back over the past five years, Mick, very strong growth across the business from a revenue perspective. US devices, I did

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