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Helping Medical Companies Grow

Hemodialysis: To invest or not to invest (Part II)

About 4 years ago we were involved in a commercial due diligence effort related to a hemodialysis company. This time again we had the chance to validate an investment thesis, but this time it was for a company active in the home dialysis space. For years, people have been saying that Home Dialysis (HHD & PD) is the future. But it seems that there are various barriers to adoption. Some are related to the product, some to the patient population, but very often there is a market access component as well. A new therapy often does not fit established reimbursement schemes. Unfortunately for innovators, it is not enough to have a safe and efficacious therapy that is approved by the regulatory bodies and liked by the patients. If the funding is not there, everything may collapse.