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Kidney dialysis stocks soar as investors see Trump executive order as good news
USA Today

President Donald Trump’s executive order to transform kidney care lays out ambitious goals for shifting 80% of patients now on kidney dialysis out of high-cost clinic settings to more convenient and cost-effective home care by the end of the next decade.

Yet the details of the proposal for achieving that goal appear to be far less threatening to the major dialysis providers than initially feared by many investors.

“The encouragement to build out home (dialysis) and the penalty for not building out is not as great as we thought would be necessary to spur that to quickly change behavior,” said Chris Meekens, health policy research analyst at Raymond James.