Dialysis Remains Moatworthy Despite Regulatory Concerns
We've long believed the kidney care industry is one of the few healthcare provider markets supportive of durable economic moats. The attractive returns on capital posted by DaVita and Fresenius Medical Care support this view, as these firms have carved out unique competitive positions underpinned by cost advantages attainable by only the largest companies in the space. This lends itself to pricing power when negotiating with private insurers, and per-treatment cost advantages that allow these fi...DaVita is a healthcare provider focused on transforming care delivery to improve quality of life for patients. The company's United States dialysis business provides kidney dialysis services for patients suffering from end stage renal disease (ESRD). The company's dialysis services include outpatient hemodialysis services, hospital inpatient hemodialysis services, home-based dialysis services, ESRD laboratory services, and management services. The company's ancillary services and strategic initiatives businesses include disease management services, physician services, ESRD Seamless Care Organization joint ventures, clinical research programs, vascular access services, as well as international dialysis operations.
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