Fresenius Medical Care Ag · XETR:FME
Fresenius Medical Care — Investor Day (May 2019)
31 slides from Fresenius Medical Care's investor day presentation, May 20, 2019
Slide 1: Path to Home
PATH TO HOME MAY 20, 2019 Rice Powell CEO Frank Maddux Global Chief Medical Officer © Copyright
Slide 2: Safe harbor statement
Safe harbor statement: This presentation includes certain forward-looking statements within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Act of 1934, as amended. Forward-looking statements are inherently subject to risks and uncert
Slide 3: Agenda
1 REASONS FOR HOME 2 MEDICAL PERSPECTIVE AGENDA 3 OUTLOOK 4 Q&A
Slide 4: Global treatments overview
GLOBAL TREATMENTS OVERVIEW IN-CENTER VS. HOME DIALYSIS SPLIT PATIENT GROWTH BY MODALITY 12% 11.0 Home Hemodialysis 10.3 1% 10% 8.5 8.4 8.4 Home Dialysis 8% (Peritoneal In-Center Dialysis 7.2 7.0 ~ CAGR in % Dialysis) (Hemodialysis) 6.2 6.1 5.9 11% 5.9 5.8 5.8 5.8 88% 3,362,000 6% 5.6 dialysis patien
Slide 5: HHD & PD patient numbers of top countries
HHD & PD PATIENT NUMBERS OF TOP 10 COUNTRIES HHD PATIENTS (MARKET) PD PATIENTS (MARKET) 9,930 10,000 100,000 92,600 9,000 90,000 8,000 80,000 7,000 70,000 number of patients number of patients 63,500 6,000 60,000 57,100 5,000 50,000 4,000 40,000 3,000 30,000 24,000 2,000 20,000 1,510 1,280 1,190 9,3
Slide 6: Why do we promote home dialysis?
WHY DO WE PROMOTE HOME DIAYLSIS? CREATING A FUTURE WORTH LIVING. FOR PATIENTS. WORLDWIDE. EVERY DAY. Improve the quality of life Efficient management of labor for our patients and give in consideration of supply and life back wage pressure Provide the right care at the right time, where our Ensure c
Slide 7: Drivers for home dialysis
DRIVERS FOR HOME DIALYSIS TECHNOLOGY DOCTORS ▪ NxStage technology has the potential to ▪ Further enhanced medical outcomes enable HHD for an increasing number of ▪ Congress passed the Chronic Care Act in patients 2018, which removed restrictions on ▪ The combination of the NxStage technology telehea
Slide 8: Video
VIDEO © │ Virtual Event │ Path to home 5/20/2019 Page 8
Slide 9: Agenda
1 REASONS FOR HOME 2 MEDICAL PERSPECTIVE AGENDA 3 OUTLOOK 4 Q&A
Slide 10: Treatment options for patients with end-stage renal disease (ESRD)
TREATMENT OPTIONS FOR PATIENTS WITH END-STAGE RENAL DISEASE (ESRD) ESRD At-Home At-Home In-Center Supportive Transplant Peritoneal Hemodialysis Hemodialysis Care Dialysis (HHD) (HD) (PD) © │ Virtual Event │ Path to home 5/20/2019 Page 10
Slide 11: Dialysis in global context – four factors
DIALYSIS IN GLOBAL CONTEXT– FOUR FACTORS HEALTH EPIDEMIC GLOBAL SYSTEM BURDEN Growth of the global dialysis population The complex dialysis population has high fueled by increasing worldwide incidence hospitalizations and costs in healthcare of obesity and comorbidities continues economies around th
Slide 12: Treatments for the entire patient lifetime journey
TREATMENTS FOR THE ENTIRE PATIENT LIFETIME JOURNEY At-Home In-Center Peritoneal Dialysis (PD) Hemodialysis (HD) Transplant At-Home Supportive Care Hemodialysis (HHD) © │ Virtual Event │ Path to home 5/20/2019 Page 12
Slide 13: Kidney transplant
KIDNEY TRANSPLANT BENEFITS: ▪ Closest to native kidney function ▪ Highly effective for ESRD when successful CONSIDERATIONS: ▪ Patients’ overall health and comorbidities ▪ Availability of a good kidney donor match ▪ Timing for procedure ▪ Strict guidelines for eligibility ▪ Waitlist Organ from living
Slide 14: At-home peritoneal dialysis (PD)
AT-HOME PERITONEAL DIALYSIS (PD) Done in patient home, by patient themselves Typical treatment schedule: ▪ 3–5 times daily, 20–30 minutes per session OR ▪ Overnight, 8–10 hours every night with automated machine BENEFITS: ▪ No needles, generally painless ▪ Can be done anywhere—home, work, traveling
Slide 15: At-home hemodialysis (HHD)
AT-HOME HEMODIALYSIS (HHD) Done in patient home or other non-healthcare site generally, with a care partner Typical treatment schedule: ▪ 3–5 days per week, 3–5 hours per session OR ▪ Overnight, 6–8 hours every night BENEFITS: ▪ Plan treatment around patient schedules Blood is pumped from the body,
Slide 16: In-center hemodialysis (HD)
IN-CENTER HEMODIALYSIS (HD) Done in a dialysis center, generally by care team Typical treatment schedule: ▪ 3 times per week, 3–5 hours per session OR ▪ 3 nights a week, 8 hours per session for nocturnal (nighttime) option BENEFITS: ▪ Treatment done by dialysis nurses/care team ▪ Labs and checkups d
Slide 17: Supportive care
SUPPORTIVE CARE SOMETIMES DIALYSIS ISN’T THE RIGHT CHOICE DUE TO: ▪ Other critical health conditions ▪ Quality-of-life considerations SUPPORTIVE CARE FOCUSES ON: ▪ Maintaining quality of life ▪ Relieving discomfort ▪ Supporting patient at end-of-life Focuses on maintaining quality of life, and palli
Slide 18: Benefits of home dialysis
BENEFITS OF HOME DIALYSIS WHEN SURVEYED: HOME THERAPY MAY OFFER PATIENTS: HOME THERAPY ▪ Treatment MAY OFFER independence PATIENTS: & control ▪ Travel flexibility 93% 89% Treatment ▪ Privacy independence & control Travel flexibility of Nephrologists of Nurses ▪ Reduced hospitalizations would choose
Slide 19: Heart and home: improving cardiovascular protection
HEART AND HOME: IMPROVING CARDIOVASCULAR PROTECTION A hallmark of PD and HHD can Conventional HD In order to improve morbidity and be used to address and PD can lead outcomes and lower mortality in dialysis efficacy of managing to complications costs of care while populations is cardiovascular disea
Slide 20: Six frequently asked questions about home dialysis
SIX FREQUENTLY ASKED QUESTIONS ABOUT HOME DIALYSIS ? ? ? ? ? ? How is How often How often Are quality Does Home Since Home does a Home does a Home outcomes Dialysis help relatively Dialysis Dialysis Dialysis higher in relieve healthy different patient see patient go patients depression patients from
Slide 21: Typical home vs. in-center patient in 2019
TYPICAL HOME VS. IN-CENTER PATIENT IN 2019 TYPICAL HOME DIALYSIS PATIENT1 HOME ▪ Age: 59 years ▪ Time on dialysis: 3 years ▪ Number of co-morbidities: 11 ▪ Average number of hospitalization days: 8 TYPICAL IN-CENTER HD PATIENT1 IN-CENTER ▪ Age: 64 years ▪ Time on dialysis: 4 years ▪ Number of co-mor
Slide 22: At home, but not alone: remote patient management through connected health
AT HOME, BUT NOT ALONE: REMOTE PATIENT MANAGEMENT THROUGH CONNECTED HEALTH CONNECTED HEALTH THREE PILLARS CHANGING CARE Proactive health: accessing PARADIGM Our connected health platform allows us to seamlessly connect actionable data and resources that ▪ Intervene sooner to keep kidney patients and
Slide 23: Innovation outlook
INNOVATION OUTLOOK CARDIOVASCULAR HUMAN- ARTIFICIAL PIG-TO-HUMAN SYSTEM ACELLULAR KIDNEYS KIDNEY PROTECTION VESSELS FOR Opportunities exist to TRANSPLANT New devices, growing VASCULAR ACCESS create more complex Opportunity to address therapies and per- Engineering a readily- membranes with cellular
Slide 24: Agenda
1 REASONS FOR HOME 2 MEDICAL PERSPECTIVE AGENDA 3 OUTLOOK 4 Q&A
Slide 25: Fresenius Medical Care: value based care at work
FRESENIUS MEDICAL CARE: VALUE BASED CARE AT WORK IMPROVED PATIENT LIFESPAN CARE COORDINATION PUBLIC POLICY ALIGNMENT HEALTHCARE OUTCOMES LOWER COSTS LOWER SYSTEM DEVICES AND THERAPEUTICS CARDIOVASCULAR PROTECTION ECONOMIC BURDEN GREATER POWER AND CHOICE FOR PATIENTS TECHNOLOGY PRECISION MEDICINE IMP
Slide 26: How will we increase home penetration in the U.S.?
HOW WILL WE INCREASE HOME PENETRATION IN THE U.S.? STRATEGY Invest in infrastructure 2019 an investment Training clinics Home-Nurses 24/7 back-office year Further improvement HHD machines PD machines Connected health of technologies Improving CKD patients Transitional Care Unit Support PD to HHD acc
Slide 27: Home care outside the U.S.
HOME CARE OUTSIDE THE U.S. FRESENIUS MEDICAL CARE: GLOBAL AND VERTICALLY INTEGRATED PD is the common solution as HHD with upside potential long as it is medically viable outside the U.S. as well Developing economies with a HHD could be the alternative missing clinic infrastructure in developing econ
Slide 28: FMC Venture Fund: investing in innovation opportunities
FMC VENTURE FUND: INVESTING IN INNOVATION OPPORTUNITIES 1 2 3 4 5 6 Novel ways to Addressing Managing New develop- Addressing Regenerative improve kidney cardiovascular diabetes in ments in Acute Kidney medicine. function in disease and people with vascular access, Injury (AKI) patients with cardiov
Slide 29: Agenda
1 REASONS FOR HOME 2 MEDICAL PERSPECTIVE AGENDA 3 OUTLOOK 4 Q&A
Slide 30: Financial calendar 2019
FINANCIAL CALENDAR 20191 REPORTING DATES July 30 Report on 2nd quarter 2019 October 29 Report on 3rd quarter 2019 CONFERENCES & MEET THE MANAGMENT May 21 RBC Capital Markets Global Healthcare Conference, New York May 29 UBS Best of Europe 1on1 Conference, New York June 4 & 5 Jefferies Healthcare Con
Slide 31: Contacts
CONTACTS FME INVESTOR RELATIONS Else-Kröner-Str. 1 61352 Bad Homburg v.d.H. Germany TICKER: FME or FMS (NYSE) DR DOMINIK HEGER ROBERT ADOLPH PHILIPP GEBHARDT WKN: Head of Investor Relations & Senior Director Senior Manager 578 580 Corporate Communications Investor Relations Investor Relations ISIN: