Medical Equipment & Devices

Michael Gable of Fairmont Equities notes that having suffered a sharp sell-off in July, Cochlear has now broken up through resistance

Notwithstanding the difficulties in satisfying a surge in demand for sleep apnoea devices, ResMed should win market share. The main question is how much?

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. While some views on Nanosonics remain positive, recent research highlights the company may become a victim of prior success

ResMed has reported increased engagement with potential CPAP customers as a result of the Philips recall, although the opportunity could be limited by supply constraints

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Amidst divergent views on Nanosonics, Bell Potter has identified the company as a primary victim of global covid restrictions and delays

The New Criterion’s Tim Boreham highlights some interesting ASX-listed stocks revolutionizing the diagnostic imaging industry

Over the short term ResMed could find it difficult to surmount obstacles created by the pandemic while there is general agreement on an eventual return to growth

Growth in masks and accessories has prevailed for ResMed despite pandemic-induced restrictions, although cycling the surge in ventilator sales from early 2020 will be a challenge

Heightened interest in infection prevention should be of benefit to Nanosonics in the wake of the pandemic, although rising cases in the short term create risks.

ResMed has plenty of irons in the fire, well placed to grow from increases in home health care despite the likelihood ventilator sales will decline rapidly from the peak during the pandemic.