Already, investors have shorted fast-moving consumer goods stocks, such as doughnut chains, and healthcare stocks that treat the symptoms of obesity, such as ResMed, which makes machines for sleep apnoea.

Source: https://www.theage.com.au/national/beyond-ozempic-how-weight-loss-drugs-could-change-the-world-20231120-p5elc3.html?ref=rss&utm_medium=rss&utm_source=rss_feed

Clarius Group LLC grew its holdings in ResMed by 10.7% in the second quarter.

Source: https://www.dailypolitical.com/2023/01/21/citigroup-upgrades-resmed-nysermd-to-buy.html

Finally, Vanguard Group Inc. boosted its stake in ResMed by 1.2% in the third quarter.

Source: https://www.dailypolitical.com/2023/06/16/resmed-inc-nysermd-ceo-sells-1233688-25-in-stock.html

Huntington National Bank’s holdings in ResMed were worth $283,000 at the end of the most recent quarter.

Source: https://www.americanbankingnews.com/2023/05/15/huntington-national-bank-grows-position-in-resmed-inc-nysermd.html

Jefferies Financial Group initiated coverage on shares of ResMed in a report on Wednesday, October 12th.

Source: https://www.etfdailynews.com/2023/01/08/resmed-inc-nysermd-shares-sold-by-fifth-third-bancorp/

ResMed had a net margin of 21.25% and a return on equity of 24.94%.

Source: https://www.etfdailynews.com/2023/08/20/principal-financial-group-inc-acquires-398-shares-of-resmed-inc-nysermd/

So there's more of an incentive for ResMed to drive demand gen initiatives when we get such a good share of it on the device and mask side, and we're seeing that in many of the markets we operate in worldwide.

Source: https://seekingalpha.com/article/4644226-resmed-inc-rmd-q1-2024-earnings-call-transcript?source=feed_all_articles

State Street Corp raised its stake in ResMed by 0.5% in the third quarter.

Source: https://www.etfdailynews.com/2023/03/28/allworth-financial-lp-reduces-stock-position-in-resmed-inc-nysermd/

“We had a guy in here recently, and we put him in a ResMed mask, but they’ve got magnets in them and he had a pacemaker so he couldn’t use it.

Source: https://citynews.com.au/2023/christian-sets-the-benchmark-in-sleep-services/