Chronic Diseases

Chronic Diseases
Components Performance/Risk
Period Return
2.9%
Return Rank
Subpar
Risk Exposure
Above Average

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 Devices12.03496 M25.6% Weak Up Above Average
DexCom DXCM Health CareMedical Devices72.5928 B-12.5% Strong Up Above Average
Insulet PODD Health CareMedical Devices146.4110 B-51.4% Sharp Down Average Risk
Boston Scientific BSX Health CareMedical Devices48.8572 B-53.2% Sharp Down Average Risk
Edwards Lifesciences Corp. EW Health CareMedical Devices87.4551 B13.9% Weak Up Low Risk
Lexicon Pharmaceuticals LXRX Health CareDiabetes1.90805 M110.9% Weak Down High Risk
MannKind MNKD Health CareDiabetes3.521.1 B-2.2% Strong Up High Risk
Oramed Pharmaceuticals ORMP Health CareDiabetes3.81154 M98.9% Weak Down Above Average
Rockwell Medical RMTI Health CareKidney Failure0.7027 M-15.3% Sharp Down High Risk
Baxter International BAX Health CareKidney Failure19.3510 B-36.4% Weak Up Above Average
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