Chronic Diseases

Chronic Diseases
Components Performance/Risk
Period Return
0.7%
Return Rank
Subpar
Risk Exposure
High Risk

The chronic diseases to which our theme pays special attention are diabetes, kidney-failure, hypertension and respiratory disorders

Most – if not all these life threatening conditions – are related to changing life styles and consumption patterns, both in developed and developing countries, becoming a stark challenge for health care organizations and governments worldwide

The health care firms providing medication – and medical devices - for these chronic diseases have developed a business model setting the companies apart from the pharmaceutical majors in a long term strategy

  • Gaining traction in developing countries, one market at a time, the most successful firms have learned how to fit in – always very distinct – local healthcare organizations and to account for insurance coverage systems  (where they exist)
  • Education of healthcare professionals by the industry leaders has gone beyond marketing efforts – especially in emerging markets
Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
AngioDynamics ANGO Health CareMedical Devices11.40470 M2.4% Weak Down Above Average
DexCom DXCM Health CareMedical Devices85.9233 B31.8% Neutral Average Risk
Insulet PODD Health CareMedical Devices139.8110 B-55.6% Neutral Average Risk
Boston Scientific BSX Health CareMedical Devices43.8465 B-53.8% Weak Down Average Risk
Edwards Lifesciences Corp. EW Health CareMedical Devices86.3950 B18.4% Weak Down Low Risk
Lexicon Pharmaceuticals LXRX Health CareDiabetes1.65699 M14.6% Sharp Down High Risk
MannKind MNKD Health CareDiabetes3.13964 M-38.6% Neutral High Risk
Oramed Pharmaceuticals ORMP Health CareDiabetes4.27173 M100.3% Weak Down Above Average
Rockwell Medical RMTI Health CareKidney Failure7.57298 M-33.6% Sharp Down High Risk
Baxter International BAX Health CareKidney Failure24.7813 B12.4% Neutral Average Risk
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