Thesis TrackerA persistent weight-loss drug disruption narrative has left ResMed cheap against its own growth, and a July divestment sharpened the case further.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,735 comments from 165 managers on 766 companies, snapshot 31 Oct 2026.
A persistent weight-loss drug disruption narrative has left ResMed cheap against its own growth, and a July divestment sharpened the case further.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,735 comments from 165 managers on 766 companies, snapshot 31 Oct 2026.
