Jun. 18 at 1:57 PM
$HUMA People are missing why the V012 data matters imo. Their biggest strategic partner is Fresenius Medical Care, one of the largest dialysis players on earth. Fresenius has around 110k employees, about 3,600 dialysis centers across 40 countries, products in 140+ countries, and roughly 292k patients worldwide.
V012 results were better than we expected and is directly in their dialysis access world. The new data showed ATEV beat standard AV fistula in female dialysis patients on catheter free days. Company said ATEV patients had about 3 extra months catheter free vs AV fistula, with fewer access related infections. That is huge for dialysis providers
Fresenius already had a long term relationship with HUMA, invested
$150M years ago, and remains economically tied to the product
1. FDA approved products
2. Dialysis access
3. V012 supports a cleaner expansion story
4. Fresenius is already connected
5. Less catheter time could mean lower infection and cost
