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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.