Weight loss drugs, drug, Zep Bound, and Munjaro are putting other markets on notice.

Motley Full Money starts now. I'm Dylan Lewis and I'm joined over the airwaves by Motley Fool analyst Bill Barker.

Bill, thanks for joining me.

Thanks for having me.

We've got Shopify striking a valuable partnership, a look at businesses that create customers

for life.

We're going to kick off today talking about one of the topics for 2024.

Bill, ever since the weight management drugs hit the market,

there's been speculation about how they may affect other industries.

We're getting one hint at what that might look like today.

shares of med tech company, ResMed down 10% after studies of Eli Lilly Zeppbound,

showed the results may help produce the severity of sleep apnea.

ResMed is in the business of sleep apnea, so this is obviously something they are going

to be paying close attention to, Bill.

In the grand scheme of things that may impact other industries, where does this one

way for you?

Where ways for ResMed is pretty heavily, potentially, and it's early to say but down 10% off this news good news is

is always something you know should look at primarily even as a res med shareholder is this is this is good you know

if there's another treatment for the thing that res med is treating I can

remember a res med being a great beneficiary of the problems that its main

competitor in this space Phillips had with its sleep apnea machine, major recall, it's taken years to store it out, Phillips is now

basically out of the US market on its primary machine, but still these two Phillips and Resmed are the duopoly, basically, for

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