I'm glad you guys liked it. There is a lot of panic from the short side in regards to Rockwell and from those investors who missed the upswings. As I said before, when the stock was below $4, Rockwell is highly undervalued.
Summer Street analysts, who did the most thorough research, predict that Triferic will have sale of less than 200 million and put a price target of $25. Keep in mind the the IV Iron market is $680 million the US and $1.5 billion world wide. Triferic will become the standard of care for anemic patients on dialysis.
Triferic is safer in regards to Allergic reactions (NONE in over 100,000 patient doses), does not cause liver toxicity and inflammatory response in the body from increased ferritin levels, etc. Triferic will complete with black boxed drugs for patients and I can bet the farm that Doctors will prescribe a safer drug over a potentially dangerous one.
If you have any questions, check out the article and post them there and I will do my best to respond in a timely manner.
P.S. don't forget the $350 million market Rockwell will be targeting with Calcitriol. Since Calcitriol is in IV form, it has a better response in the body due to increased bio-availability of the drug.
Great find. Thanks for finding it and bringing it to our attention. Raj has done a very thorough job. His explanation of the differences between RMTI and KERX is of particular interest to me, as I am invested in both.