mercedesman wrote:
Some compelling points Pez
However I maintain that DV, would much prefer not to use their #1 competitor's machines, either in clinic or for HD, at least not for the medium to long term
For now they simply may have no choice ( with the assumption that the Tablo is a dud as some have reported) if they want to be able to garner some share of the new Home market ( still in its infancy) A worse proposition would be to be left at the starting gate as Fresenius takes off and takes market share
And ultimately Would you want to relinquish control to your competitor on: future innovations, supply chain issues ( eg who gets the first deliveries) , data gathering, etc. ?
DV has now got to change the game and Spectral has to convince them that their machine will ( when not if approved) give them an edge. If they can't, it's a big miss and they'll have to go down scale in terms of size
I too would like to see a comparison of the new Fresenius HD machine and DIMI
My Assumption is that F's is a RO system requiring more cost and set-up, with more risks vs the use of dialysate bags. Does it cover more than just PD? Can you graduate to a different mode? Etc.
I also think it'll be a few years yet before there is massive penetration into the market by anyone. Ultimately there will be a 1/2 dozen to a dozen equipment providers ( as with CRRTs)
In short, I believe there is time for Dialco to close a evaluation deal in exchange for exclusivity, that does not require a high risk gamble on the part of DV or some other competitor.
This will speak directly to the CEOs and CMO's capabilities Much more so than Tigris enrollment numbers in the midst of pandemic will. IMO
MM