FMS - Will The New CMS Proposal Kill DaVita And Fresenius Medical Care?

The new CMS proposal

Reuters published a long article titled "U.S. seeks to cut dialysis costs with more home care vs. clinics" that can be summarized as follows:

• The U.S. Centers for Medicare and Medicaid Services ((CMS)) "is looking at a trial payment design that would improve care in the early stages of kidney disease, increase access to kidney transplants and favor home dialysis over clinic-based treatment."
• The authors see a particular risk for "DaVita Inc and Fresenius Medical Care AG, which operate more than 5,000 U.S. dialysis clinics and control around