Some while ago AFFY was on the SHO list for failure to deliver on shorts. EXP said buy and Gulp Weiner was making up stuff about BK!BK! BK! Why is that you might ask?
The FDA has a known protocol about recalled drugs and TK is following through the right way. It takes a few months, meaning the shorts rained down on the company, but they are not piling on top of it as GWP confesses of an imminent implosion. This wont happen. Medical changes evolve if the FDA is properly informed and involved.
Do you recall that a very large number of October calls were purchased too and all future call buying was terminated rather quickly. Reading between all lines, you might conclude that the ESA market controlled by Amgen will soon end when OMONTYS does in fact return. Science takes time and I have spoken to many Drs who feel that O has about a 90% change to return subcutaneous where there were no incidences.
Bashers seem to know more than FDA scientists, the approval process and bio-stats. All I can tell you is O was held to a much higher ground than Epo ever was. A few fatalities and 98 adverse incidents versus exactly how many for EPO?
Have you bashers taken the trouble and looked into EPO? From 1997 to 2012 there have been 1,854 SAV-serious adverse events reported in a total of 8,252 reports. Do you want to know the number of deaths reported where EPO is the primary suspect (92 versus 247 reports) per some DD by doctors who like me are buying Affy stock and waiting for the fireworks.
Shorts, give it up!!!!!!!!!!! Why not Regroup and go spam the Fresenius (GranuFlo maker) board for a while.
Reread the new 8K. TBG was brought in to do a restructuring and clean up the balance sheet.
There's nothing more to discuss until we get news from Takeda about what the Fresenius chairman was alluding to about the perfect timing when answering a question from a Morgan Stanley analyst on pg 7 of the Fresenius transcripts that I have reviewed.
The delay must be How the drug will be re-introduced w/out throwing FMS under the bus over the errors.
With FMS in collaboration, the valuation is much higher than w/out their cooperation. Each part has Much to gain.