Kidney Dialysis Centers
Companies in this industry provide outpatient kidney dialysis services. Major companies include US-based DaVita, Dialysis Clinic (DCI), and US Renal Care, along with Germany-based Fresenius Medical Care and B Braun Melsungen.
The global dialysis services market generates annual revenue of about $82 billion, according to Fresenius. About 4.5 million people worldwide receive dialysis treatment. Asia has the most dialysis patients. Demand for kidney dialysis services is growing in emerging economies where access to care has been historically insufficient. Countries with the highest growth include Thailand, Bangladesh, Russia, the Philippines, and Malaysia, according to the US Renal Data System.
The US kidney dialysis industry includes about 7,800 centers with combined annual revenue of about $25 billion.
Demand depends on the number of people who suffer from kidney disease. The profitability of individual companies is linked to efficient operations and good marketing. Large companies have economies of scale in administrative costs, which has driven consolidation in the industry. Small operators can compete successfully if they have centers in desirable locations or good relations with doctors who refer patients. The US industry is highly concentrated: the four largest companies account for about 85% of revenue.
About 700,000 people in the US receive treatment for end-stage renal disease (ESRD), and about 500,000 of them receive treatment in dialysis centers. The US rates for ESRD, which ranked among the highest in the world, finally begin to decline, and the number of dialysis patients on the kidney transplant waiting list marked a decline with an average of 8.8% reduction from the previous year, according to the US Renal Data System.
Products, Operations & Technology
Advanced chronic kidney disease, also called end-stage renal disease (ESRD), involves irreversible loss of kidney function and requires regular dialysis
Sales & Marketing
Finance & Regulation
Regional & International Issues
Also includes the following chapters:
Quarterly Industry Update
Trends and Opportunities
Call Preparation Questions
Glossary of Acronyms