Kidney dialysis stocks soar as investors see Trump executive order as good news

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The details of the proposal for achieving that goal appear to be far less threatening to the major dialysis providers than initially feared by many investors.

Combined, Davita and Fresenius control more than 80% of the kidney dialysis market with the largest share of their revenues and profits coming from their dialysis clinics.

The dialysis clinic giants now treat about 13% of their patients at home, and say they are moving to expand that business. Davita has said it wants to double its home dialysis business, so that at least 25% of its patients receive home treatment by 2025. CVS Health launched a kidney care initiative this spring focused on prevention and management of chronic kidney disease, and the company says it is working on getting FDA clearance for its own home hemodialysis machine.

 

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Happy for the hope this gives kidney sufferers. Of course, if The Pres's people win their court case, these same sufferers may lose their overall health care plus preexisting conditions protections. Go figure...

Nothing says lower health care costs than to see the relevant publicly traded stocks, in this case kidney dialysis, spike up..not - Kidney dialysis stocks soar as investors see Trump executive order as good news

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