Apr. 21 at 11:21 AM
$CRMD $DVA $FMS $ICUI
Fresenius may be the next LDO to show outcome benefits similar to USRC and IRC. USRC already showed 72% lower CRBSI and 70% lower CRBSI-related hospitalizations, while IRC publicly reported “BSI -90%.” 
That matters because FMC said the antimicrobial catheter solution under TDAPA contributed about €70M in Q4 and €90M in 2025, with Q4 progress “significantly faster” than expected. FMC also said there is a “6 to 8 weeks” data lag and “By the time we get through Q1, we’ll have a better sense.”
