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Mark Neumann's avatar

Hi Tim, interested in the 10% growth in home dialysis. Any details on where the growth occurred and modality choice (PD vs. HHD). We might link this with improvements in optimal starts, ie, patients get to see/learn about all modality options and can be proactive about making their own choices.

Tim Fitzpatrick's avatar

Hi Mark, this came from the Lewin PY23 report. Sharing a link here, check out pages 15-19 and Figure 7 in particular that compares Home HD vs. PD and home training uptick:

https://www.cms.gov/priorities/innovation/data-and-reports/2026/kcc-2nd-annual-report

Agree this is about optimal starts, and modality education clearly plays a critical role here in getting more patients home. Interesting PAM results as well. Thanks for the question!

Gary Edwards's avatar

Overall, this doesn't make VBC in the renal care side look favorable enough to continue. But the jury is still out deliberating.

Tim Fitzpatrick's avatar

Indeed it is, we shall see Gary. Maybe not in its current form, but have to imagine the center's interest in kidney models continues, especially w/ CKD diagnosis rates increasing and ESKD incidence potentially ticking higher with GDMT. What do you think is most favorable part of this data so far, or bar we'd need to reach?

Gary Edwards's avatar

Perhaps it's the nature of private equity's involvement?

The best aspects are the improvements in quality, but that does seem to come with increasing costs.