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Dialysis companies will continue to face a challenging economic environment in 2023. That is the conclusion the market has drawn, based on the trend in stock prices for the publicly traded large dialysis organizations, DaVita and Fresenius Medical Care (FMC). Fewer patients needing dialysis, higher labor costs, and anemic reimbursement updates are all dragging down the bottom line.
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Much has been written in the past few years about the nephrology workforce crisis. Fellowship positions go unfilled; some recent graduates choose to work as hospitalists instead. However, there are many bright spots on the horizon. Exciting new therapies, such as the sodium-glucose cotransporter-2 (SGLT2) inhibitors, offer the chance to help keep more people from reaching kidney failure.
First of all, thank you for your recent segment on dialysis. Kidney disease deserves much more attention and discussion than it currently receives. Thank you also for your full-throated support of transplantation and the need for more kidney donors. As a practicing nephrologist, there is nothing better than hearing that one of my patients has been given a transplant. Finally, thank you for pointing out that end-stage renal disease is the lone pocket of universal health care in this country.
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