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Permalink Reply by Kath Hope www.hope2Sleep.co.uk on January 7, 2011 at 11:42am

As far as I know it is true that Remed don't allow sales of their pap machines via other UK distributors.  Masks can be sold though, and in the UK we don't need a prescription for masks.   Most people to get their machines and masks from the National Health Service (NHS) hospitals though at no charge, but a lot of the hospitals only allow CPAPs - apart from the lucky few!  I had to buy my own APAP.

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Permalink Reply by Judy on January 7, 2011 at 12:11pm

Mike, that appears to be Resmed's relatively new ruthlessly aggressive pricing, sales and distribution policy throughout the world. No third party sales. Resmed to DME provider to user. It appears that relatively new (2007) CEO Kieran Gallahue may be the catalyst for these new policies.

 

I notice the direct sales are at present in force only in the UK. It would be wonderful if that policy were to take place in the US too - but I won't hold my breath. Plus I want to go back and check out that UK page more closely.

 

I have no experience or understanding of investing in individual stocks. All my experience being w/Vanguard, Fidelity and T Rowe Price mutual funds. But I've been toying w/the idea of purchasing some Resmed stock. What I've found interesting but don't grasp the import of is that CEO Kieran Gallahue, former CEO and now head honcho of their Sleep Centre division, Peter Farrell, plus Michael Farrell and several other high mucky mucks at Resmed have been selling off a lot of their Resmed stock. I had been considering Respironics stock as well, feeling that they were more diversified than Resmed - but no more individual Respironics stock, it appears you buy into the entire Royal Phlips Electronics or not at all.

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Permalink Reply by Mike on January 7, 2011 at 4:24pm

i wouldn't place much importance on the sale of ResMed stock by ResMed insiders. those types of sales are highly regulated by the SEC, and as a result, every insider of a public company who's not a fool wouldn't dare sell shares based on insider information. 

Judy said:

Mike, that appears to be Resmed's relatively new ruthlessly aggressive pricing, sales and distribution policy throughout the world. No third party sales. Resmed to DME provider to user. It appears that relatively new (2007) CEO Kieran Gallahue may be the catalyst for these new policies.

 

I notice the direct sales are at present in force only in the UK. It would be wonderful if that policy were to take place in the US too - but I won't hold my breath. Plus I want to go back and check out that UK page more closely.

 

I have no experience or understanding of investing in individual stocks. All my experience being w/Vanguard, Fidelity and T Rowe Price mutual funds. But I've been toying w/the idea of purchasing some Resmed stock. What I've found interesting but don't grasp the import of is that CEO Kieran Gallahue, former CEO and now head honcho of their Sleep Centre division, Peter Farrell, plus Michael Farrell and several other high mucky mucks at Resmed have been selling off a lot of their Resmed stock. I had been considering Respironics stock as well, feeling that they were more diversified than Resmed - but no more individual Respironics stock, it appears you buy into the entire Royal Phlips Electronics or not at all.

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Permalink Reply by RockRpsgt on January 7, 2011 at 10:25pm

The goal of all the PAP manufacturers is to sell directly to the consumer. If they would educate the PCPs and users on how to monitor and tweak the data this would be great ion my opinion. Much better than buying from Walmart.

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Permalink Reply by Judy on January 7, 2011 at 10:32pm

I just wish I could walk into a "specialty" store w/my script and "shop" the various models w/in the realm of my script and chose my own equipment!!! *sigh*

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Permalink Reply by gordon on January 10, 2011 at 10:54am

I have bought and sold RMD stock several times. Judy, before you get burned, please know, like all stocks, it trades not on fundamentals alone. It's expensive and short-sellers are in it big. (betting it goes down) use yahoo finance to see the short interest is: Short % of Float (as of Dec 15, 2010)³:10.60%, that's over 10% of the float(shares outstanding). They can drive it down like an elevator if you get on at the wrong time. There is about a $10 premium in the stock because investors think they will be bought out some day.(cash on balance sheet) Read yahoo finance message boards. Look at the chart:

http://stockcharts.com/h-sc/ui?s=RMD&p=D&b=5&g=0&id...

see it broke below the 50-day moving ave?, the 200-day below is the place to consider buying. Don't want anyone to lose money, it's a volatile stock. See how RSI above is not oversold down to 30 or below.  See MACD below is still going down. (relative strength indicator /moving average convergence/divergence, both bearish.)

Judy said:

Mike, that appears to be Resmed's relatively new ruthlessly aggressive pricing, sales and distribution policy throughout the world. No third party sales. Resmed to DME provider to user. It appears that relatively new (2007) CEO Kieran Gallahue may be the catalyst for these new policies.

 

I notice the direct sales are at present in force only in the UK. It would be wonderful if that policy were to take place in the US too - but I won't hold my breath. Plus I want to go back and check out that UK page more closely.

 

I have no experience or understanding of investing in individual stocks. All my experience being w/Vanguard, Fidelity and T Rowe Price mutual funds. But I've been toying w/the idea of purchasing some Resmed stock. What I've found interesting but don't grasp the import of is that CEO Kieran Gallahue, former CEO and now head honcho of their Sleep Centre division, Peter Farrell, plus Michael Farrell and several other high mucky mucks at Resmed have been selling off a lot of their Resmed stock. I had been considering Respironics stock as well, feeling that they were more diversified than Resmed - but no more individual Respironics stock, it appears you buy into the entire Royal Phlips Electronics or not at all.

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Permalink Reply by Judy on January 10, 2011 at 11:12am

Thanks, Gordon. I know there was talk of Resmed being in line to be bought out when Respironics was bought out by Philips but haven't seen anymore since - but then I don't follow stocks. Guess I will stick to my mutal funds - those I at least understand to some degree.

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Permalink Reply by gordon on January 10, 2011 at 12:03pm

here's another site I use for charting, I'm looking to buy RMD @ $32. see the support on the chart.

http://www.stockta.com/cgi-bin/analysis.pl?symb=RMD&num1=1&...

here's some info: Resmed designs and assemblies machines + masks in Australia and masks only on a Singaporean controlled Indonesian island out of mainly made in China components. Resmed manufacturing then sells the machines and masks to another Resmed company and claims this as "record sales". This other Resmed owned company just holds the machines and masks in stock until they can be sold to distributer/retailer who then finally sells them to a patient. You can confirm this by looking at inventory levels.

RMD has about $540mil cash and no longterm debt, I see about $100mil other debt, so you see why it trades with a buyout premium. I am sure J&J or someone buys them eventually, but am careful where I buy the stock, or I pass.

Judy said:

Thanks, Gordon. I know there was talk of Resmed being in line to be bought out when Respironics was bought out by Philips but haven't seen anymore since - but then I don't follow stocks. Guess I will stick to my mutal funds - those I at least understand to some degree.

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Permalink Reply by Judy on January 10, 2011 at 1:54pm

Goshes! Do we need to be leery of lead in the materials that make up the masks?? *wicked grin*

 

Yeah, I know. Cheap shot.

 

I wish I could remember more or where I read it, but there was an excellent and interesting article somewhere on Resmed's methods purchasing companies and how Resmed makes use of them. $32, huh? That was about the price I was waiting for 'til I started losing interest.

 

 

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Permalink Reply by gordon on January 10, 2011 at 2:32pm

The stock split 2-1 @ $60 to $30, so that's going to hold, but I sent you an email, Judy.

Judy said:

Goshes! Do we need to be leery of lead in the materials that make up the masks?? *wicked grin*

 

Yeah, I know. Cheap shot.

 

I wish I could remember more or where I read it, but there was an excellent and interesting article somewhere on Resmed's methods purchasing companies and how Resmed makes use of them. $32, huh? That was about the price I was waiting for 'til I started losing interest.

 

 

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Permalink Reply by 99 on January 10, 2011 at 4:47pm

that is why i have a PR1 system

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Permalink Reply by gordon on January 10, 2011 at 9:44pm

RMD bought a European mouthguard company, my take on it was because in Europe, this mouth guard is covered by almost all insurance. This might be what you read a yr ago or so.

Judy said:

Goshes! Do we need to be leery of lead in the materials that make up the masks?? *wicked grin*

 

Yeah, I know. Cheap shot.

 

I wish I could remember more or where I read it, but there was an excellent and interesting article somewhere on Resmed's methods purchasing companies and how Resmed makes use of them. $32, huh? That was about the price I was waiting for 'til I started losing interest.

 

 

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