费森尤斯医疗推出价值导向型护理部门，通过创新和效率寻求增长-动脉网

Fresenius Medical Care Launches Valueased Care Segment, Eyes Growth Through Innovation, Efficiency

benzinga 等信源发布 2025-06-17 13:21

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Fresenius Medical Care AG

费森尤斯医疗保健公司

FMS

飞行管理系统

on Tuesday introduced a strategic roadmap — FME Reignite — aimed at revitalizing its core business, driving innovation and reshaping its organizational culture.

周二推出了一项战略路线图 —— FME Reignite —— 旨在重振其核心业务、推动创新并重塑其组织文化。

By 2030, it targets operating income margins in the mid-teens in its Care Delivery and Care Enablement segments and low single-digit margins in

到 2030 年，其医疗交付和医疗赋能部门的目标是实现中等十几位数的营业利润率，以及低个位数的利润率在

Value-Based Care

基于价值的护理

。

The company also announced an expansion of its FME25 cost-savings program, now called FME25+. It aims for 1.05 billion euros ($1.21 billion) in sustainable savings by 2027, reinforcing its profitability goals.

公司还宣布了其FME25成本节约计划的扩展，现称为FME25+。该计划旨在到2027年实现10.5亿欧元（12.1亿美元）的可持续节约，进一步巩固其盈利能力目标。

During its first-quarter earnings release, the company confirmed its full-year target of around 180 million euros in additional annual savings, totaling 750 million euros

在发布第一季度财报时，该公司确认了其全年目标，即额外的年度节省约1.8亿欧元，总计达7.5亿欧元。

by year-end of 2025

截至2025年底

。

Another major shift includes the launch of Value-Based Care (VBC) as a standalone reporting segment, which was previously part of the Care Delivery unit.

另一项重大转变包括将基于价值的护理（VBC）作为独立的报告部门推出，该部门之前是护理交付部门的一部分。

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百特第一季度医疗器械销售表现强劲，上调2025年指引，股价上涨

The segment focuses on long-term care solutions for chronic kidney disease and end-stage renal disease patients through partnerships with public and private payors.

该部门专注于通过与公共和私人支付方的合作，为慢性肾病和终末期肾病患者提供长期护理解决方案。

In 2024, VBC generated 1.8 billion euros in revenue and leverages data integration to improve care quality and lower total medical costs across its 2,200 partner nephrologists.

2024年，VBC创造了18亿欧元的收入，并利用数据整合来提高护理质量并降低其2200名合作肾病学家的总医疗成本。

“We plan to return excess capital to our shareholders through a 30 to 40 percent dividend payout plus the opportunity for regular share buybacks. We will start in 2025 with an initial share buyback of EUR 1 billion within two years,” said

“我们计划通过30%到40%的股息支付，加上定期回购股票的机会，将多余的资本返还给股东。我们将在2025年开始，在两年内进行首次10亿欧元的股票回购。”

Helen Giza

海伦·吉扎

, CEO of Fresenius Medical Care.

，费森尤斯医疗保健公司首席执行官。

Fresenius Medical Care shared further details of the upcoming U.S. market launch plan for its 5008X machine at Capital Markets Day. It provides high-volume hemodiafiltration (HVHDF).

费森尤斯医疗在资本市场日分享了其5008X机器即将在美国市场推出的更多细节。该机器提供高容量血液透析过滤（HVHDF）。

With FDA clearance now secured, Fresenius plans a phased launch beginning in 2025 and a full commercial rollout by 2026. The company expects to replace all existing 2008T machines in its U.S. clinics by 2030 and offer HVHDF to all eligible patients.

在获得FDA批准后，费森尤斯计划于2025年开始分阶段推出，并在2026年实现全面商业化。该公司预计到2030年将替换其美国诊所内所有现有的2008T机型，并为所有符合条件的患者提供HVHDF治疗。

Clinical evidence from the European CONVINCE study showed the HVHDF treatment led to a 4.4% reduction in mortality over 2.5 years and showed benefits within just three months of use.

欧洲CONVINCE研究的临床证据表明，HVHDF治疗在2.5年内使死亡率降低了4.4%，并在使用仅三个月后就显示出益处。

Additional real-world data suggest the therapy reduces hospitalizations and improves patient outcomes, potentially decreasing missed treatments.

额外的现实世界数据表明，该疗法减少了住院次数并改善了患者预后，可能减少错过的治疗。

In May, Fresenius Medical Care reported adjusted earnings of 44 cents per share, beating the consensus of 38 cents. The sales reached $5.13 billion (4.8 billion euros), beating the

今年 5 月，费森尤斯医疗报告的调整后每股收益为 44 美分，超过了 38 美分的共识。销售额达到 51.3 亿美元（48 亿欧元），超过了预期。

consensus of $4.74 billion

47.4亿美元的共识

。

FMS Price Action:

FMS价格走势：

Fresenius Medical Care stock is down 4.48% at $27.21 at publication on Tuesday.

费森尤斯医疗保健公司股票在周二发布时下跌4.48%，至27.21美元。

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