JHVEPhoto US providers for kidney dialysis and renal solutions enjoyed marked gains in the recent past despite investor dissatisfaction with Novo Nordisk’s (NVO) Ozempic. DaVita Inc. (NYSE:DVA) has gained 77.57% (YoY) while NVO is up 87.97% (YoY). It was anticipated that the kidney disease progression using Ozempic would be reduced by more than the 24%…
JHVEPhoto/iStock Editorial via Getty Images DaVita (NYSE:DVA) has rallied over 40% after cratering on Ozempic related fears. Additional commentary that GLP-1s could erode DaVita’s business has been nonexistent since, proving once again Mr. Market can be quite an irrational fellow. Nonetheless, the future is highly uncertain. Investors must be prepared for a wide variety of…
naphtalina/iStock via Getty Images Investment briefing It turned out to be a prudent call to hold off investing in the equity stock of DaVita Inc. (NYSE:DVA) in my last coverage. Since that publication in July, the firm hasn’t unlocked additional risk capital for equity investors, as seen in Figure 1. The stock now sold below…