Chronic Diseases

Chronic Diseases
Components Performance/Risk
Period Return
17.6%
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 Devices15.69647 M73.2% Strong Up Above Average
DexCom DXCM Health CareMedical Devices84.7533 B6.0% Weak Up Above Average
Insulet PODD Health CareMedical Devices141.1710 B-54.3% Weak Down Above Average
Boston Scientific BSX Health CareMedical Devices49.3173 B-51.9% Weak Up Average Risk
Edwards Lifesciences Corp. EW Health CareMedical Devices89.7252 B15.5% Neutral Low Risk
Lexicon Pharmaceuticals LXRX Health CareDiabetes2.471.0 B122.5% Weak Up High Risk
MannKind MNKD Health CareDiabetes4.111.3 B10.2% Neutral High Risk
Oramed Pharmaceuticals ORMP Health CareDiabetes4.30174 M129.2% Neutral Above Average
Rockwell Medical RMTI Health CareKidney Failure7.14281 M-31.7% Sharp Down High Risk
Baxter International BAX Health CareKidney Failure27.5514 B16.1% Strong Up Above Average
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