Chronic Diseases

Chronic Diseases
Components Performance/Risk
Period Return
13.0%
Return Rank
Below Average
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 Devices15.62644 M47.1% Strong Up Average Risk
DexCom DXCM Health CareMedical Devices89.6935 B13.6% Strong Up Average Risk
Insulet PODD Health CareMedical Devices148.1410 B-56.9% Weak Down Above Average
Boston Scientific BSX Health CareMedical Devices48.3772 B-55.0% Neutral Average Risk
Edwards Lifesciences Corp. EW Health CareMedical Devices90.8253 B11.8% Weak Up Low Risk
Lexicon Pharmaceuticals LXRX Health CareDiabetes2.24949 M107.4% Neutral High Risk
MannKind MNKD Health CareDiabetes4.041.2 B-26.7% Neutral High Risk
Oramed Pharmaceuticals ORMP Health CareDiabetes5.07205 M158.3% Weak Up Above Average
Rockwell Medical RMTI Health CareKidney Failure8.07318 M-53.4% Sharp Down High Risk
Baxter International BAX Health CareKidney Failure25.7013 B9.5% Neutral Average Risk
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