ResMed S9 coming soon?
Posted: Fri Feb 05, 2010 11:47 am
Here is the link to the transcript of their phone-in session. I've cut and paste the parts that refer to the S9.
http://seekingalpha.com/article/186814- ... ipt?page=1
ResMed F2Q10 (Qtr End 12/31/09) Earnings Call Transcript
Kieran Gallahue, ResMed's President and CEO.
The initial introduction will be the F9 (should be S9—transcription error?) AutoSet and the F9 Elite products expanding to other flow generators over time. We expect the launch to begin first in Europe and then expand to the Americas later this quarter. We're extremely proud and excited about the unique advantages of the F9 and what they will bring to the market. The F9 will have a new look and feel that will integrate within the bedroom while delivering advanced and improved feature such as (inaudible) and heated circuit or hose for improved patient comfort, a simplified user interface, and an enhanced AutoSet algorithm, it is absolutely going to be an outstanding product.
Peter C. Farrell Ph.D.:
Andrew, there are many benefits that would take the length of this conference call to cover. But obviously you’re not really there to that level of detail on investor relations a bit like this. If I could summarize the three major benefits, I’d focus on the three Cs that it brings, comfort, compliance and connectivity. There’s more including cost effectiveness and others. But the comfort that you can get from this product from the new climate line system that provides a heated wire circuits. We’ve closed loop control of temperature and humidity. Incredible. The enhanced (inaudible), which brings even low (inaudible) and more comfort and low worker breathing for the patient. Which all leads to greater compliance. Which is what the patient wants. It’s what the provider wants. And it’s what the insurance company wants as well.
But we’ve also added increased expansion of conductivity. So we’ve taken our S9 wireless capability that we have really worked on these last five years on the S7 and S8 range to the next level. And we’ve added other ways to get connectivity. So I don’t want to go into too many more details on it. Other than to say that the initial reception from our internal sales teams, the French national sales team earlier this quarter got it and they launched at the national pneumology conference this last weekend in France. Amazing reception from the physicians and from customers.
So early days but seeing great response in Europe and looking forward to the full data of the quarter, taking it to the rest of the world.
Peter C. Farrell Ph.D.:
Yeah, Matthew. We will have the ability to do management by exception with the S9 system and there will be an S9 wireless module that will connection the back of the S9 devices that takes the data from the device to the cloud and allows the home care providers, HME, and physicians, to have access on a protected basis to that information and so they can go and manage their patients and choose how, where, and when to get back to their patients to encourage them to increase their therapy or participate more in their therapy or address mask leak or look at say a central apnea index going up and maybe the patient doesn't need just the basic CPAP and APAP, maybe they need an upgrade to a VPAP adapt or some other sort of adaptive server inhalation technology and need to get back into the sleep channel on that front.
So we will have the capability on the S9 platform and it's actually a great advantage for us. No other industry on the S8 II platform had that and we look forward to continuing that on the S9.
I love my S8 AutoSet II, but am excited about the S9. Any comments?
http://seekingalpha.com/article/186814- ... ipt?page=1
ResMed F2Q10 (Qtr End 12/31/09) Earnings Call Transcript
Kieran Gallahue, ResMed's President and CEO.
The initial introduction will be the F9 (should be S9—transcription error?) AutoSet and the F9 Elite products expanding to other flow generators over time. We expect the launch to begin first in Europe and then expand to the Americas later this quarter. We're extremely proud and excited about the unique advantages of the F9 and what they will bring to the market. The F9 will have a new look and feel that will integrate within the bedroom while delivering advanced and improved feature such as (inaudible) and heated circuit or hose for improved patient comfort, a simplified user interface, and an enhanced AutoSet algorithm, it is absolutely going to be an outstanding product.
Peter C. Farrell Ph.D.:
Andrew, there are many benefits that would take the length of this conference call to cover. But obviously you’re not really there to that level of detail on investor relations a bit like this. If I could summarize the three major benefits, I’d focus on the three Cs that it brings, comfort, compliance and connectivity. There’s more including cost effectiveness and others. But the comfort that you can get from this product from the new climate line system that provides a heated wire circuits. We’ve closed loop control of temperature and humidity. Incredible. The enhanced (inaudible), which brings even low (inaudible) and more comfort and low worker breathing for the patient. Which all leads to greater compliance. Which is what the patient wants. It’s what the provider wants. And it’s what the insurance company wants as well.
But we’ve also added increased expansion of conductivity. So we’ve taken our S9 wireless capability that we have really worked on these last five years on the S7 and S8 range to the next level. And we’ve added other ways to get connectivity. So I don’t want to go into too many more details on it. Other than to say that the initial reception from our internal sales teams, the French national sales team earlier this quarter got it and they launched at the national pneumology conference this last weekend in France. Amazing reception from the physicians and from customers.
So early days but seeing great response in Europe and looking forward to the full data of the quarter, taking it to the rest of the world.
Peter C. Farrell Ph.D.:
Yeah, Matthew. We will have the ability to do management by exception with the S9 system and there will be an S9 wireless module that will connection the back of the S9 devices that takes the data from the device to the cloud and allows the home care providers, HME, and physicians, to have access on a protected basis to that information and so they can go and manage their patients and choose how, where, and when to get back to their patients to encourage them to increase their therapy or participate more in their therapy or address mask leak or look at say a central apnea index going up and maybe the patient doesn't need just the basic CPAP and APAP, maybe they need an upgrade to a VPAP adapt or some other sort of adaptive server inhalation technology and need to get back into the sleep channel on that front.
So we will have the capability on the S9 platform and it's actually a great advantage for us. No other industry on the S8 II platform had that and we look forward to continuing that on the S9.
I love my S8 AutoSet II, but am excited about the S9. Any comments?