Replies to post #212919 on Biotech Values

[DewDiligence]

WSJ on FMS-NXTM deal:

https://www.wsj.com/articles/fresenius-unit-buys-nxstage-medical-in-2-billion-dialysis-deal-1502105715

Fresenius Medical Care AG, which describes itself as the world largest provider of dialysis products and services for the treatment of kidney diseases, is acquiring NxStage as hospitals face pressure to lower costs without undermining patient care. With the acquisition of NxStage, Fresenius Medical gains access to the Boston, Massachusetts-based company’s portable dialysis machines, for use in a patient’s home as well as in hospitals, and dialysis centers that both health care professionals and trained lay users can operate.

Fresenius Medical says it treats 315,305 patients globally through its networks of 3,690 dialysis clinics. The Bad Homburg, Germany-based company is also a big provider of dialysis machines. For Fresenius Medical, development of home therapies is a key research and development focus. It is betting that rising health-care costs and limited availability of trained personnel will drive demand for NxStage’s machines.