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SomnoMed - An innovator's dillemma

3/10/2016

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Here's a Livewire Markets posting from 29 October - visit www.livewiremarkets.com. Livewire is Australia’s source of financial intelligence.

In 2009 ResMed, the pioneer of CPAP therapy for Obstructive Sleep Apnea, recorded US$921m in revenue and US$146m in NPAT. Business was booming, and it still is. FY16's revenue and NPAT were US$1.8bn and US$352m respectively. However seven years ago someone influential at ResMed must have read Clayton Christensen's masterpiece The Innovator's Dilemma, and suggested buying a tiny French outfit called Laboratoires Narval. The reason was Narval's mouthguard-like 'mandibular repositioning device' which, by pushing the tongue and jaw forward, can also treat sleep apnea. In his book Christensen preaches the importance of established companies investing in smaller companies who may one day severely disrupt their old business. Narval was a potential disruptor because mandibular repositioning is low cost compared to CPAP and highly effective through greater patient compliance. The Sydney-based SomnoMed is another company in this space and it's now growing very strongly, with revenue up 29% in FY16 to A$44m. 10-15% of the population may suffer sleep-disordered breathing, much of it yet to be diagnosed, so there's plenty of growth to come, some of it potentially at ResMed's expense.

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    Stuart Roberts

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  • Introducing NDF
  • About us
    • About our Senior Analyst
    • Disclaimer relating to research and web content
    • Financial Services Guide and General Advice Warning
  • What we do
    • The Rise of the New Analysts
    • MiFID II
  • Our sector
    • ASX-Listed Life Science companies we watch >
      • ASX-listed Life Science companies, >$200m
      • ASX-listed Life Science companies, $100-200m
    • About Australia and Australians
    • Australia and the Life Sciences
    • Life Sciences in New Zealand >
      • Building the New Zealand Life Sciences sector
    • A tour of Life Sciences Down Under
    • Australia's global competitiveness in Life Sciences >
      • Australia's Life Sciences Innovation Rating
      • Australia's Life Sciences clusters
      • Australia's World-Class Universities
      • Australia's Nobel Laureates
      • Australia's public policy support for Life Sciences
      • Australia's support for women in Life Sciences
    • The Coming Boom in Australian Life Sciences >
      • Welcome to Australia's Life Sciences Boom
    • Key organisations in the Life Science sector in Australia and New Zealand
    • Notable people in the Life Sciences sector in Australia and New Zealand >
      • Great CEOs
      • 2017 Red Hat Award Winners
      • 2018 Red Hat Award Winners
      • 2019 Red Hat Award Winners
    • The NDF Life Sciences Index >
      • 2016-2017 Year in Review
  • Our clients
  • Contact us
    • linkedin
    • Twitter
    • NDF Research Youtube Channel
  • Latest research
    • Comprehensive update reports
    • Shorter update reports
    • Initiation reports >
      • Admedus
      • Invion
    • Media and interviews
    • Presentations
    • Previous research and media, 2003-2015
    • A Brief History of the Life Sciences in Australia
    • In our library
    • Intellectual property >
      • Australian PCT patent applications
      • New Zealand PCT patent applications
      • PCT patent applications, last twelve months >
        • 2017 PCT patent applications
        • 2016 PCT patent applications
        • 2015 PCT patent applications
        • 2014 PCT patent applications
        • 2013 PCT patent applications
      • US patents >
        • 2017 US patents
        • 2016 US patents
        • 2015 US patents
        • 2014 US patents
    • Publications
    • Glossary
    • Global Life Science companies to watch
  • Blog