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Given the previous report of hypersensitivity to liraglutide without a similar reaction to semaglutide, it is possible that other drugs in the GLP-1 agonist class may not cause the same reaction in these patients and may be used as an alternative

The deal comes shortly after Revolution Medicines showed that its KRAS-targeted drug could nearly double survival in metastatic pancreatic cancer

( PMID: 34288861 ) Burruss CP, Jones JM, Burruss JB (2021) Semaglutide-associated bullous pemphigoid

This is similar to other obesity treatments

But even if GLP-1s prove to be disruptive to this medtech sector, the current market leader for CPAP machines is unlikely to be caught resting on its laurels, if management and analyst commentary are any indication