Aug. 14 at 2:07 AM
DaVita’s
$DVA Vafseo
$AKBA rollout :
• 100+ clinic pilot began 8/18/25
• Went “village-wide” on 11/10/25
• Pilot to village-wide access: 84 days
Why this matters for
$CRMD:
• Similar timing could put DefenCath village-wide before potential MA contracts begin in early 2027
• That is a strong setup for
$FMS -like adoption
*Not a direct adoption comparison. Vafseo faced adherence issues, protocol changes, anemia-manager concerns, and decades of ESA inertia. Access did not equal immediate utilization.