Spectral Medical Inc T.EDT

At Home Dialysis on the rise...

[mercedesman]

https://www.managedhealthcareexecutive.com/view/at-home-dialysis-on-the-rise

Due to:

• Covid
• Quality of Life
• Individualized Therapy
• reduce hospitalizations

June 2021

Key quotes:

“Dialysis clinics are already reporting higher home dialysis growth rates as a result of the COVID-19 pandemic and telehealth utilization.”

Technological advancements will be necessary for the success of home dialysis,” she says. “For a paradigm shift to home dialysis, the industry will need technology to develop a machine that is fully integrated and improves the ease of use.”

Fresenius’ The NxStage home hemodialysis machine is the first and only portable hemodialysis system cleared for home use in the U.S., according to the company, and the only machine small enough to take on the road or even on a plane.

“While the machine itself has been transformative, the 37% growth in home hemodialysis treatments among our patients in 2020 is also attributed to the depth of patient and staff training and real-time support that surrounds the device,” says Turk of Fresenius. “We also recently expanded our long-standing collaboration with DaVita (another dialysis company) to help bring NxStage home hemodialysis to more patients than ever before.”

Many people involved in kidney disease care expect the use of home hemodialysis to continue to increase over the next five years.

“We believe every patient should be considered for home dialysis” comments Turk. “The best way to help grow adoption of home dialysis is to have more patients prepared to make this choice earlier in the process.”

[mercedesman]

"“While the machine itself has been transformative, the 37% growth in home hemodialysis treatments among our patients in 2020 is also attributed to the depth of patient and staff training and real-time support that surrounds the device,” says Turk of Fresenius. “We also recently expanded our long-standing collaboration with DaVita (another dialysis company) to help bring NxStage

[Domino55]

All the more reason to think that a DIMI trial partnership announcement will be a real game changer for the stock. This of course assumes they announce it at all, with their "shyness" problem and all.

[PezDalatoYou]

A trial partner such as DaVi would be anxious to release their own PR about their own superior HD/PD systems for clinical and home use that also frees them from Fresenius. Would DaVi release a PR on the trial partnership or would they wait for the approval? The Spectral and DaVi PRs, whatever they look like, would have to be synch'd and consistent, I would think.

[Domino55]

They are currently partnered with Baxter for PMX and I don't recall a peep from Baxter on that arrangement. Maybe this is different. I would like to think any partnership with DIMI is material and would have to be released but I am often wrong with Spectral. 2023 is my target retirement year. Some news flow as a catalyst for the SP would help.