Resmed Inc at Morgan Stanley Global Healthcare Conference Transcript
Good morning, everybody. I'm Sean Laaman, the Australian Healthcare Analyst here at Morgan Stanley. A pleasure to welcome Bobby Ghoshal and Rob Douglas from ResMed. So welcome, gentlemen. And maybe to kick things off, Rob, if we can have you make some opening remarks.
Sure. Thanks, Sean. Just a bit of a description for ResMed for you all. We're the world's leading digital tech-enabled medical technology company. We're leaders in all of our markets, and our -- we're best known for treating sleep apnea, which is an incredibly common condition.
Our data suggests there's nearly a billion people with sleep apnea. There's only a few tens of millions being treated. So in our core business, we've got huge opportunity.
We have data showing that treating these patients actually makes a huge difference in their life. It actually prolongs their life. We have really good
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