The U.S. health care system is full of things that don't make much sense. A lot of them are extremely profitable.
One of these, recently highlighted by legendary short-seller Jim Chanos, is dialysis, a market largely split in the U.S. between two large firms, DaVita Inc. and Fresenius Medical Care AG & Co KGaA. If the Senate passes a health care bill similar to one the House of Representatives passed last month, then it may become easier for private insurance plans to stop covering dialysis, cutting off a big source of profit for these companies.
This is just one of the more extreme risks, of many, looming over health care companies these days. And yet shares of the two biggest dialysis firms have outpaced the broader stock market since the election, and the rest of health care is keeping up.
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