RMD → $26.50 by Nov 6, 2026.

After analysing most of ResMed's (RMD) business, I came across three major headwinds: 1. GLP‑1 drugs 2. Philips recovery 3. Regulatory and Medicare-related changes in the United States Initially, I thought GLP‑1s and Philips would be the biggest threats to my RMD investment thesis. However, after spending a significant amount of time analysing both, I came to a different conclusion. The data suggests that GLP‑1s are not the existential threat many investors believe they are. Most OSA patients are actually …