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...RegistrarFresenius Medical Care is a kidney dialysis company, operating in both the field of dialysis services and the field of dialysis products for the treatment of end-stage renal disease (ESRD). Co.'s dialysis business is vertically integrated, providing dialysis treatment at dialysis clinics it owns or operates and supplying these clinics with a range of products. In addition, Co. sells dialysis products to other dialysis service providers. In the U.S.A., Co. also provides inpatient dialysis services and other services under contract to hospitals. Co. provides patient services, including renal pharmaceutical products and in the U.S.A., laboratory services.
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