Chronic Diseases

Chronic Diseases
Components Performance/Risk
Period Return
3.2%
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 Devices11.99494 M-0.3% Sharp Down Above Average
DexCom DXCM Health CareMedical Devices82.2932 B41.3% Weak Down Average Risk
Insulet PODD Health CareMedical Devices149.6811 B-52.2% Weak Up Average Risk
Boston Scientific BSX Health CareMedical Devices41.9862 B-58.3% Neutral Average Risk
Edwards Lifesciences Corp. EW Health CareMedical Devices92.0153 B11.6% Neutral Low Risk
Lexicon Pharmaceuticals LXRX Health CareDiabetes1.42602 M2.9% Sharp Down High Risk
MannKind MNKD Health CareDiabetes3.501.1 B-37.4% Neutral High Risk
Oramed Pharmaceuticals ORMP Health CareDiabetes4.11166 M94.8% Weak Down Above Average
Rockwell Medical RMTI Health CareKidney Failure7.07279 M-36.3% Sharp Down High Risk
Baxter International BAX Health CareKidney Failure23.0012 B24.9% Neutral Average Risk
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