Research
FORUM TRANSCRIPT

DaVita – US Competitive Positioning & Dialysis Market Outlook – 18 June 2021

  • Public Equity
  • Healthcare
  • North America
PREMIUM

Specialist

Former VP at DaVita Inc

Agenda

  • Key trends and developments for DaVita (NYSE: DVA) and US dialysis market
  • Coronavirus impact on volumes and reimbursement outlook
  • DaVita's competitive positioning vs Fresenius (ETR: FME) and independent dialysis centers
  • Shift to at-home dialysis care and ability to take advantage of the trend
  • Market outlook, consolidation trends and growth potential

Questions

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