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Keryx Biopharmaceuticals Inc. Message Board

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  • Reply to

    DAVITA and FRESENIUS.......

    by crazitjo Aug 14, 2015 1:30 AM
    mac1937@att.net mac1937 Aug 27, 2015 9:12 PM Flag

    I can't believe that crazitjo's above post hasn't generated more conversation from board members. It highlights what is likely to come as well as any post I've recently read. The current 200 Rx's per week being reported are nothing in comparison to what Davita and Fresenius are capable of generating. His modest scenario would yield 12,000 to 20,000 Rx's per month compared to the 800 currently being reported. That is exponential growth and it shouldn't be that far away. Davita and Fresenius are in business to make money and it's only a matter of time until they realize that Auryxia can save them a "bundle".

    Sentiment: Strong Buy

  • I know that we can not sell a pill in Europe until full marketing authorization... the verbage in this next meeting will cement the outcome and the partnership dialogue can begin... the process will take more than 11 days... but in 11 days we see the verbage printed in the notes that cement our fortune. Now you get it huh, the cover period begins when those notes post. The march to 20 is inevitable.

  • Reply to

    It made it above $6..

    by cory_mc69 Aug 27, 2015 1:32 PM

    A one trick pony with a h**l of a trick as opposed to RMTI which, at best has about a $200m potential with Triferic. You people who claim to be short Keryx would or should have all covered by now as there isn't much downside (if any) left. And when you guys start talking about a stock going to nothing or close to it and the company declaring bankruptcy I can't help but laugh. This stock could go to pennies a share and it wouldn't cause BK because THEY ALREADY HAVE THEIR MONEY. It would only be an issue if Keryx was forced to go out into the market and raise more money.

    Sentiment: Strong Buy

  • Reply to

    Volume (lack thereof)

    by digitalmedia2000 Aug 27, 2015 3:12 PM

    The stock was over $10 as recently as June. After a huge drop, you'd think there would be considerable volume either on the buy or sell side. On May 11th, when the stock traded from over $10 to slightly under $9, close to 7MM shares were traded. The drops since then have been met with little selling or buying. Blaupost bought approx 25MM shares over $10. In the $5-$6 range, you'd think another hedgie would at least be buying or covering. Also, as the price declines, buyers have the ability to purchase a lot more shares for a fixed amount of dollars. e.g. Blaupost could buy close to 50MM shares at recent prices for the same cash outlay.

  • Reply to

    It made it above $6..

    by cory_mc69 Aug 27, 2015 1:32 PM

    bbbbbbbbbbbrewski........I bought more the other day in the $5.30's......bought more at $5.50....If it pulls back again I'll be buying more.....It's just a matter of time before it starts heading north........Good to hear from you........

    Sentiment: Strong Buy

  • Reply to

    IT IS NOT A QUESTION

    by sethfan1 Aug 27, 2015 3:51 PM

    I appreciate your honesty and motivation - the billionaire club is clearly one heck of an accomplishment. In all honesty, I would settle for a $10 mil to retire on!

    I like your name here - and echo your sentiment!

    Vladimir

    Sentiment: Strong Buy

  • Reply to

    It made it above $6..

    by cory_mc69 Aug 27, 2015 1:32 PM

    RMTI......The company has been selling products for years and still loses money........28% Institutional Ownership speaks volumes for what the Street thinks of it plus Fresenius says they won't use their snake oil and they're the largest dialysis company in the world.......RMTI is what you should be shorting MR.. WEASEL or should I say MR. TOENAIL MEDICINE......You were a joke with that other stock and you're an even bigger joke now......

    Sentiment: Strong Buy

  • Reply to

    It made it above $6..

    by cory_mc69 Aug 27, 2015 1:32 PM

    Craz just bought another 20k now have 60k shares looking for a run up

  • Reply to

    It made it above $6..

    by cory_mc69 Aug 27, 2015 1:32 PM

    Hey Pete......This is the guy that lost his a-- on some stock that treated toenails.....They were buried in debt and finally went belly up .......I can't remember the name of the company.......He used to always state something about the market cap of KERX an he would compare it to his toenail stock....I think he is full of s--......He hasn't shorted anything because he doesn't have the sac for it......He was a toenail bagholder always begging for people to buy his #$%$ stock...... A REAL WEASEL........

    Sentiment: Strong Buy

  • Reply to

    It made it above $6..

    by cory_mc69 Aug 27, 2015 1:32 PM

    sorry, pal, once a liar always a liar..........run along now lil feller

  • Reply to

    It made it above $6..

    by cory_mc69 Aug 27, 2015 1:32 PM

    so u are risking a 6 dollar profit for an extra dollar? quite genius..............ROFL, just like your post

  • Reply to

    It made it above $6..

    by cory_mc69 Aug 27, 2015 1:32 PM

    I;m up 4000% so I guess the answer is "yes' you;re a loser.

  • Reply to

    IT IS NOT A QUESTION

    by sethfan1 Aug 27, 2015 3:51 PM

    Klarman knows it, you know it, I know it, Longs know it and even Shorties know it... buyout is inevitable!

    Sentiment: Strong Buy

  • Why are you saying 11 days??? It can take up to 60-69 days until approval is my understanding. I know it can occur sooner, but unless you have some knowledge that has not been made public I think we should be careful not to raise expectations for a date that may not be met. Do you have knowledge of a potential early decision? If so please advise. if not, please try not to raise expectations as we seem to feed the shorts ammunition when such info does not pan out. I think we are heading into a nice bull run on the stock once we get into mid/late Sept-into early October, but we may well see some choppiness prior to that. It is possible that we have started a bull run here, but I think it is better to be cautious until we are closer to actual market making news (EMA, partnership (which I think we will hear within 0-8 weeks post EMA decision, slowly building script numbers into the fall/winter, outcome of expanded label study within 3 months post partnership announcement or 4months post EMA decision) So lots of good news ahead of us, it is all building towards this now.

  • Reply to

    Volume (lack thereof)

    by digitalmedia2000 Aug 27, 2015 3:12 PM

    Puzzling to me why you;d expect that. Based on what logic??

  • Jeremy, here's what I fail to get about ri's posts below. PRAC IS DONE! Back at the March meeting the status was "for discussion and agreement of advice to CHMP". CHMP then took that (apparently positive) decision and, (added their conclusion) recommended to the EMA that a marketing authorization be granted. I see nothing that will occur around 9/8 just because a PRAC meeting is taking place at that time. Sounds more like an attempt to create false optimism.

  • Reply to

    GoogleTrends may be a good predictor for scripts

    by highflier2go Aug 26, 2015 11:27 AM

    Our searching for it will increase the trend, but taint the data.

  • I agree that the upside is there, but I'm thinking the reason the PPS is where it's at right now is because of lack of trust/confidence in current management to get us to those numbers. I don't know many folks who are saying anything bad about the product. It seems like biggest hurdle is taking that wonderful product and getting it into the hands of the people that need them. Hopefully management is taking swift action to make this happen.

    All of the potential in the world doesn't mean squat if the big kahunas (senior management) can't execute.

    FTR I'm long and am expecting that they'll pull it off; I just feel that senior management is our biggest hurdle right now until they prove themselves.

    Sentiment: Hold

  • Reply to

    GREEN!!!

    by sadiecc2 Aug 24, 2015 12:26 PM

    I actually would not be surprised to see the buyout north of $30, especially post completion of the expanded label study. I think pharma missed the boat on this one and will now need to pay significantly more, we are just a few months now away from filing for expanded label and thus the price now will need to be higher on expectations of that value being added.

  • Reply to

    IT IS NOT A QUESTION

    by sethfan1 Aug 27, 2015 3:51 PM

    with the downturn over the past two months (since Q2), I agree. Seth I would think has most likely picked up another 5-8million shares (possible more). The volume jumped for several days in July and early August and I am sure that Seth was in there buying. He seems to like the 35% mark into a buyout, so he would need to pick up 10million shares post Q2. As Late Sept/early October will most likely move into a run up period, it would make sense for him to be loading up this summer. He will not need to disclose such until November so why not take advantage of this period and when he does report we will already be much higher by then.

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