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Affymax, Inc. (AFFY) Message Board

  • jagan1961 jagan1961 Jun 6, 2013 7:42 PM Flag

    Takeda still has the Drug listed!

    Peginesatide (For Anemia Due to Chronic Kidney Disease)

    Peginesatide (For Anemia Due to Chronic Kidney Disease)

    Peginesatide is an erythropoiesis-stimulating agent (ESA) for the treatment of anemia in adult patients on dialysis. It is the first ESA formulation in the U.S. to be approved for once monthly dosing.
    .In-house sales regions: U.S.
    Brand Names: OMONTYS (U.S.)
    New Product (Launched in April 2012)

    Sentiment: Strong Buy

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    • Jagan/Maxdad: I read through the May 9, 2013 10k yet again today. A couple of choice words used in this report have me seeking discussion. As it relates to Takeda identifying and rectifying concerns to its satisfaction and for the satisfaction of the FDA, the words "immediately", and "rapidly" and "quickly", are used as a timeline. I started thinking that if these timeline words used(whatever they mean exactly) are not met then Affy may have to relinquish all or some of its existing rights and milestones, and royalties, and then the only choice left for investors would be the hope of buyout.
      .
      WIldbill inspired the timeline issue with statements regarding shareholder rights etc., so I just went back and reviewed some old dd. What are your thoughts, once again, on some of the words used in this 10k?
      Please correct me if I misunderstand: As an Affy investor if we believe that "O" is coming back soon(4-6 weeks for example or by Oct) it would appear that whether you own shares or options things will be great. But, based on the timeline words they use in the 10k, if this is not rectified immediately/quickly/rapidly, owning options or shares may not matter because milestones and or royalties could "potentially" be relinquished, only leaving a buyout as a choice. correct me if I am over reading into the words. Maxdad/Jagan appreciate your discussion.

      Sentiment: Hold

      • 1 Reply to e.kovak
      • This Immediately, rapidly are used due to expected (earlier) cash outflow for AFFY. Since AFFY is more spending that kind of amounts to keep afloat (just 50 K per month) this has no bearing.

        I would expect it is in Takeda's interest to expedite the process and reintroduce the Drug.

        They will have to compete with Mercera and bio-similar drugs in the near future.

        Shorts does not have much time to close out their positions

        GLTA LONGS!

        Sentiment: Strong Buy

 
AFFY
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