We expect that more end-stage renal disease (ESRD) patients are going to use peritoneal dialysis (PD) for the following reasons:
- Continued increase of chronic kidney disease (CKD) prevalence
- Aim of healthcare systems globally to contain associated cost
- Existing advantages of PD dialysis therapy
- Metabolic improvement of osmotic driver agents
- Increased biocompatibility PD fluids
More wide-spread use of PD treatment would reduce healthcare costs substantially and create enormous opportunity for Opterion.
Some governments, such as the US, have recognized the need to increase home dialysis including PD. Therefore, the number of ESRD patients on dialysis has grown dramatically in recent years and might reach almost 5 million patients worldwide by 2025, of which more than 1 million are expected to be in the US.
Despite constant healthcare reforms and reimbursement pressures, yearly US treatment costs have increased dramatically and are forecasted to exceed USD 40 billion by 2025 for example.
Accounting for around 1% of all US Medicare patients, dialysis costs consumes more than 7% of the total Medicare budget. Measures to manage costs and improve outcomes are urgently needed.
Reference: Opterion estimates based on various publications and public sources.
Massive room to expand home dialysis
Although PD offers better outcomes for many patients and is substantially cheaper than Hemodialysis (HD), only 7% of all US patients are treated with PD due to the challenges of existing reimbursement systems.
If, for example, PD penetration grew to just 14% by 2025, we estimate that the US health system could save USD 735 million a year. Similar saving potential, in combination with potentially better patient outcomes, exists in many other well-developed countries as for example Germany and France (PD usage < 10%).