Baxter International’s (BAX) PD (peritoneal dialysis) solutions are among the key growth drivers of the company’s renal therapies business. Baxter International is the leader in the PD market space among competitors like Fresenius Medical Care (FMS), DaVita (DVA), and Medtronic (MDT).
The company recently launched HomeChoice Claria in Europe and the APD (automatic peritoneal dialysis) cyclers, or Amia, in the US. By the end of 3Q17, ~2,400 patients are on Amia in the US.
What does new data on Sharesource Telehealth Platform tell us?
In November 2017, Baxter International presented new data on its Sharesource platform aimed at enabling remote patient management. The system is aimed at facilitating an improved PD patient management. The data was presented at the American Society of Nephrology’s annual Kidney Week Congress, which was held between October 31, 2017, and November 5, 2017.
Baxter’s AMIA APD system and its HomeChoice Claria APD system both feature the Sharesource platform.
Baxter’s PD-First program
On November 1, 2017, Baxter International announced a new system for its employees and their family members that will focus on increasing awareness and improving education related to treatment options for dialysis. This system includes PD, which is a home-based dialysis.
The company plans to start the program on January 1, 2018. The program entitles patients choosing PD for dialysis treatment to a monthly self-care payment.
Investors can get exposure to Baxter International while diversifying company-specific risks by investing in the Vanguard Value ETF (VTV), which has ~0.13% of its total portfolio holdings in BAX.