![]() ![]() And those numbers add up pretty quickly if you think about it. So, dialysis is here to stay, and there's likely to be increasing demand over the next decade. And due to a number of long-term trends, such as diabetes, obesity, hypertension, and just general aging of the population, that number is expected to grow by about 30% between now and 2020. And because of that, there are currently, in the United States, about 810,000 patients that are receiving dialysis. Lewis: So, yeah, short of having a transplant, if you have any kidney disease, kidney issues, dialysis is just a reality of what you're living with.įeroldi: That's exactly right. But as we've talked about in the show before, there's a huge backlog for all kinds of organs, including kidneys. The only cure is to have a transplant done, so you get a brand-new kidney. Many people go more than that per week, and can be receiving dialysis for up to 24 hours. Each treatment can last at least three hours these are the minimums. You have to go three times a week for treatments, at least. You have to be on dialysis, and it's a pretty regular thing if you are at end stage renal disease. Unfortunately, there's no real cure for kidney disease. Blood flows out of your body into a dialysis machine, fluids and toxins are removed, then it is pumped back into you, and that blood is then filtered and cleaned. Dialysis is essentially an external kidney. And if your kidneys fail, for whatever reason, dialysis is often your only option. Kidneys are essential for filtering out the blood, removing toxins, regulating fluid levels. For those that don't know, a dialysis is necessary when your kidneys no longer work. Now, we should probably back up and say what dialysis is. And they are in the process of commercializing a new type of system that is going to make dialysis far easier and cheaper for patients and providers to use. This is a company with a market cap of about $2.2 billion. As I said, they came public in September of this year. Lewis: Let's start with the classic - who they are and what they do.įeroldi: So, Outset Medical, the ticker here is OM. Lewis: So, Brian, having established that we are not experts in the space, let's spend half an hour talking about this company. So, if you have embedded knowledge about the dialysis space and we screw up something, please let us know. ![]() There's often some deep knowledge that you need to have in the industry before you could make an actual decision. Brian, you have a background in healthcare devices, but I would put it out there, as we're having this conversation, we are not necessarily experts in the space, and if you work in this industry and you have some commentary, feel free to write in to the show, We love hearing from people who have a kind of boots-on-the-ground experience with anything that we're talking about.įeroldi: Especially when we talk about medical companies. You know, we're going to be talking about a company and really a category that I admittedly am not super-familiar with. And it's one of my favorite parts about doing this job. That, to me, is my favorite thing about The Motley Fool. This is why you should never invest alone, you get more ideas, you get more filters, you get people to bounce ideas off of. That's exactly what we're going to do on today's episode.įeroldi: To me, it's all about the power of community, Dylan. But because we spend so much time with people who are interested in companies, be it our fellow coworkers, be it listeners of the show who write in, and people who follow us on Twitter, we wind up with all these really great things coming our way, and it's really fun to sift through them and spend some time with them. We get to find our own ideas and, kind of, organically come across things in our searching and maybe some of the filters that we have set up for news curation. And you know what, that's the beauty of what we do, Brian. And I dove deeper and deeper and deeper, and I was like, wow! There's a lot to like here. I mean, 2020, we've been spoiled with how many exciting newsworthy, show-worthy companies - I found this from, one of my followers on Twitter sent me a message saying, have you ever heard of Outset Medical? As always, people send me ideas I always check them out. Feroldi: This company just came public in September of 2020. ![]()
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