Propeller: This company has created a cloud-connected inhaler that looks to monitor those with COPD and Asthma.
ResMed has many respritory products that it has in its porfolio that deal with respritory issues including COPD, Asthma, Sleep Apnea… ResMed has made it a mission not to be exclusive with a single pharmaceutical firm as to not be viewed as a threat. Thus, they are viewed more as a Neutral good that looks to help all companies establish a standard of treatment in an increasingly digital world.
When this company first was released, it the pharmaceutical companies showed some interest. Today, it seems that being connected with the patients is standard. As I do not have Asthma, i wonder how many people actually use digital devices in order to monitor their chronic diseases such as Asthma or Diabetes.
Propeller will act as an independent company from ResMed (why acquire then if you see no synergies? Is it just to utilize ResMed Technology in their own products or to own the respiratory field?) and they have a partnership with Walgreens to facilitate the re-filling process for inhalers.
Medicine: Opinions? 