DooDiligence Posted April 28, 2021 Share Posted April 28, 2021 (edited) Value based agreements appear to be moving accountability up the chain a bit. How will this affect the small pool of profitable patients for dialysis providers? Will it actually reduce the number of patients who get referred for dialysis? www.beckershospitalreview.com/payer-issues/3-recent-partnerships-between-insurers-kidney-care-providers.html --- Partnerships between nephrologists & dialysis clinics are complicated & there are good and bad actors. I like to believe there are more good than bad but that doesn't necessarily make it true. Aligning incentives and outcomes will likely be a continuous process. https://www.scientificamerican.com/article/should-your-kidney-doctor-have-a-financial-stake-in-dialysis1/ --- Interwell Health partners with over 1000 nephrologists in $46M series B equity round www.prnewswire.com/news-releases/interwell-health-partners-with-over-1-000-nephrologists-in-46-million-series-b-equity-round-301275238.html --- Alphabet's CapitalG, Ascension back $140M investment in kidney care startup Strive Health www.fiercehealthcare.com/tech/alphabet-s-capitalg-ascension-back-140m-investment-kidney-care-startup-strive-health Edited April 28, 2021 by DooDiligence Link to comment Share on other sites More sharing options...
cubsfan Posted April 29, 2021 Share Posted April 29, 2021 Nice beat at DaVita in spite of Covid impact. Company continues to crank down share count - around 4M shares this year repurchased. Current outstanding approx 110M shares, quite the reduction last 7 years from 215M. https://pressreleases.davita.com/2021-04-29-DaVita-Inc-1st-Quarter-2021-Results Link to comment Share on other sites More sharing options...
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