The Fresenius 2008K @ home machine is based on the old 2008H&K Machines. Too complicated for the average dialysis patient. One look at this dialysis machine and I said NxStage does not have a problem competing with this. If NxStage drops to $15.00 I will buy another 1000 shares.
Have you seen the baby K? You got to be kidding. The next best thing for competition is the Aksys machine that Baxter bought, but don't know where this is in development. Baby K way to cumbersome, need water tx system, special wiring, pain in the butt.
I would think the news of FMS coming out with an in home dialysis would just urge larger companies that want to be in this market to want to acquire this (NXTM) company so they don't have to develope a competitor and re-invent the wheel.
Don't give up yet on NXTM. FMS not coming out till late spring. Unit appears to a home based unit. Looks like its' about 4 ft tall on wheels with all the bells and whistles which may or may not be over kill. individual using it will have to go through extensive traning session before they could use it properly. NXTM unit more portable. Not sure were comparing apples to apples. Market bad today, a lot of stocks took a dive. Still think NXTM will bouce back after FMS news flushes through system.