Exploring the effects of weight management drugs like ZEPP on the MedTech company ResMed, with a focus on how the potential for reducing sleep apnea severity affected ResMed's market shares and the implications for competition in the industry.
ResMed has had the market on sleep apnea cornered for a while, but new weight-loss drugs might be creeping in. We look at what could change based on recent studies and some other businesses that have established lifelong customers.
(00:21) Bill Barker and Dylan Lewis discuss:
- How weight-loss drugs like Eli Lilly’s Zepbound might be coming for ResMed and the sleep apnea market.
- RXO take a bigger piece of the brokered transportation market, scooping up Coyote Logistics from UPS.
- Target and Shopify linking up for a win-win partnership.
(13:02) Tim Beyers and Ricky Mulvey discuss the value of lifetime-customer relationships, why they’re huge for the likes of Apple, and Costco, and one lesser-known name that may have one too.
Companies discussed: LLY, NVO, RMD, SPOT, AAPL, SNOW
Host: Dylan Lewis
Guests: Tim Beyers, Tim Beyers, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Dan Boyd
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