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Piper Sandler给予ResMed股票中性评级,称其执行力坚如磐石
根据Piper Sandler的说法,公司的初步分析表明,GLP-1使用者可能更倾向于开始持续气道正压通气(CPAP)治疗,并表现出更高的补给率。虽然承认这种可能性,分析师也认识到GLP-1的出现可能会提高对阻塞性睡眠呼吸暂停(OSA)的认知和诊断率,目前这一比率约为20%。分析师还指出,可穿戴设备可能成为公司的潜在利好因素。
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