Renal Care Group, Inc.

-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, DYnjxK/xDlVyhEiThpKrewl1MZkT/070lA1y8Xa6vL0nar3mjUVE9njzn6yuHQgS i+eHX6tcShfUBfnAztJYTQ== 0000950144-03-013742.txt : 20031217 0000950144-03-013742.hdr.sgml : 20031217 20031216175506 ACCESSION NUMBER: 0000950144-03-013742 CONFORMED SUBMISSION TYPE: 8-K PUBLIC DOCUMENT COUNT: 34 CONFORMED PERIOD OF REPORT: 20031211 ITEM INFORMATION: Financial statements and exhibits ITEM INFORMATION: Regulation FD Disclosure FILED AS OF DATE: 20031217 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RENAL CARE GROUP INC CENTRAL INDEX KEY: 0000920052 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-MISC HEALTH & ALLIED SERVICES, NEC [8090] IRS NUMBER: 621622383 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 8-K SEC ACT: 1934 Act SEC FILE NUMBER: 001-16733 FILM NUMBER: 031058277 BUSINESS ADDRESS: STREET 1: 2100 WEST END AVENUE STREET 2: SUITE 800 CITY: NASHVILLE STATE: TN ZIP: 37203 BUSINESS PHONE: 6153455500 8-K 1 g86289e8vk.htm RENAL CARE GROUP, INC. Renal Care Group, Inc.

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT
PURSUANT TO SECTION 13 OR 15(d) OF THE
SECURITIES EXCHANGE ACT OF 1934


Date of report (Date of earliest event reported):		December 11, 2003

RENAL CARE GROUP, INC.

(Exact Name of Registrant as Specified in Charter)


Delaware	0-27640	62-1622383
(State or Other Jurisdiction		(I.R.S. Employer
of Incorporation)	(Commission File Number)	Identification No.)

2525 West End Avenue
Suite 600
Nashville, TN 37203

(Address of Principal Executive Offices, including Zip Code)

(615) 345-5500

(Registrant’s telephone number, including area code)

N/A

(Former Name or Former Address, if Changed Since Last Report)

Item 7. Financial Statements and Exhibits.


99.1		Slide presentation used and to be used at analyst and shareholder meetings between December 11, 2003 and December 31, 2003.

Item 9. Regulation FD Disclosure.

Beginning on or about December 11, 2003 and continuing through no later than December 31, 2003, one or more officers of Registrant made or will make slide presentations to a number of shareholders of Registrant, as well as potential investors and investment analysts. The slide presentation contains, among other things, forward-looking information about Registrant and its business. The slides that the Registrant has used or will use in these presentations are attached to this Current Report on Form 8-K as Exhibit 99.1.

Certain statements in the slide presentation constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect management’s expectations and are based on currently available information. These forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause actual results, performance or achievements of Renal Care Group to differ materially from those expressed or implied by the forward-looking statements, including risks related to: the integration of acquired businesses; compliance with health care and other applicable laws; changes in the Medicare and Medicaid programs; payment reductions by private insurers, hospitals or managed care organizations; reductions in reimbursement for the drug Epogen; increases in the price of Epogen or shortages of Epogen; competition; and changes in the health care delivery, financing or reimbursement systems. These and other factors affecting the company are discussed in more detail in Renal Care Group’s reports filed with the Securities and Exchange Commission, including without limitation, Renal Care Group’s annual report on Form 10-K for the year ended December 31, 2002 and its quarterly reports on Form 10-Q for the quarters ended March 31, 2003; June 30, 2003; and September 30, 2003.

The information in this current report on Form 8-K is furnished pursuant to Item 9 and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section. This current report on Form 8-K will not be deemed an admission as to the materiality of any information in the report that is required to be disclosed solely by Regulation FD. The Registrant undertakes no duty to update the information in this report and warns readers that the information included in this report will become stale after December 31, 2003.

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SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.


		RENAL CARE GROUP, INC.


		By: /s/ David M. Dill
		Name: David M. Dill
		Title: Chief Financial Officer

Date: December 16, 2003

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INDEX TO EXHIBITS


Exhibit Number		Description of Exhibits

99.1		Slide presentation used and to be used at analyst and shareholder meetings
		between December 11, 2003 and December 31, 2003

-4- EX-99.1 3 g86289exv99w1.htm EX-99.1 SLIDE PRESENTATION Ex-99.1 Slide presentation

Exhibit 99.1

Slide presentation used and to be used at analyst and shareholder meetings
between December 11, 2003 and December 31, 2003

NYSE: RCI

FORWARD-LOOKING STATEMENTS Some of the information included in this presentation is forward-looking information and is given in reliance on the Safe Harbor provided by the Private Securities Litigation Reform Act. These forward-looking statements involve risks and uncertainties. Our actual results could differ materially from these forward-looking statements due to certain factors, including business and economic conditions. These and other risks and uncertainties are discussed in more detail in RCI's reports filed with the SEC, including our annual report on Form 10-K and our quarterly reports on Form 10-Q.

KEY INVESTMENT POINTS Strong U.S. market growth of 5-6% annually Predictable and recurring revenues Excellent patient outcomes drive volume growth above market average Prudent capital structure and strong free cash flow De novo development Selective acquisition opportunities

INDUSTRY OVERVIEW

ATTRACTIVE INDUSTRY FUNDAMENTALS Expanding ESRD patient population High rates of diabetes and hypertension Aging population Increasing survival on dialysis Recurring and predictable revenues Patients qualify for Medicare regardless of age Attractive financial returns through de novo development

U.S. DIALYSIS PROVIDERS 300,000 patients DaVita 7% 18% 13% 5% 27% 15% 15% Renal Care Group Hospitals Other Independent Providers Independent Chain Providers Fresenius Gambro

DaVita 7% 18% 13% 5% 27% 15% 15% Renal Care Group Hospitals Other Independent Providers Independent Chain Providers Fresenius Gambro U.S. DIALYSIS PROVIDERS 93,000 patients 4,600 new patients