Replay and Transcript: Fresenius Medical Care - Barclays Conversations with the C-Suite in European Healthcare 2026

研报英文原文证据摘录

Replay and Transcript: Fresenius Medical Care - Barclays Conversations with the C-Suite in European Healthcare 2026

Equity Research

30 June 2026

Replay and Transcript

Fresenius Medical Care: Barclays

Conversations with the C-Suite in

European Healthcare 2026 European Medical Technology &

Services

US SMTG Q1 softness spilling into Q2, flat growth in 26 still Hassan Al-Wakeel, CFA

expected. PPS draft rate lowest since 21 but within 1-2% co. +44 (0)20 7773 3898

hassan.al-wakeel@barclays.com

base case, could see upward revision. Binders better & could Barclays, UK

come down. Not concerned on Theranova HDF competition, Jonathon Unwin

expect to report only qualitative benefits of HDF in Q2 +44 (0)20 7773 0354 jonathon.unwin@barclays.com

Barclays, UK

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