Chronic Diseases

Chronic Diseases
Components Performance/Risk
Period Return
8.1%
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 Devices13.44557 M48.3% Strong Up Above Average
DexCom DXCM Health CareMedical Devices70.4829 B-11.6% Weak Up Above Average
Insulet PODD Health CareMedical Devices158.3812 B-42.8% Weak Up Above Average
Boston Scientific BSX Health CareMedical Devices43.5865 B-58.5% Sharp Down Average Risk
Edwards Lifesciences Corp. EW Health CareMedical Devices83.8250 B13.1% Neutral Low Risk
Lexicon Pharmaceuticals LXRX Health CareDiabetes2.301.0 B111.5% Neutral High Risk
MannKind MNKD Health CareDiabetes3.891.2 B-1.2% Strong Up High Risk
Oramed Pharmaceuticals ORMP Health CareDiabetes4.16163 M104.0% Weak Down Above Average
Rockwell Medical RMTI Health CareKidney Failure6.53242 M-45.3% Sharp Down High Risk
Baxter International BAX Health CareKidney Failure21.6712 B-20.0% Strong Up Above Average
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