Recent

% | $
Quotes you view appear here for quick access.

Affymax, Inc. (AFFY) Message Board

  • jagan1961 jagan1961 Oct 22, 2013 7:47 PM Flag

    FMS CONF CALL - ABOUT OMONTYS AND CURRENT STATUS?

    max posted a bunch of information about something like Takeda working on some sort of DNA testing / analysis ..etc and they have been talking with FDA in this regard.

    Had it been the case about DNA testing, definitely Takeda would have finalized something in this regard. That means, Takeda is not in agreement with this sort of testing. However from the FMS conf. call it is apparent Takeda is very active with both FMS and FDA.

    It looks like, Takeda is ready to reveal what went wrong and there are any procedural issues at FMS site and how they are planning to overcome that

    On the product front they will take adequate precautions and I expect this to be revealed before the earnings release. Next few days will be interesting.

    With the Reimbursement $'s coming from Medical/Medicare is capped, the AMGN's price reduction is temperory, the escalating personal costs and advantages of 1 month dosing and reduced cost, storage .etc will all weigh with all these dialysis centers more so with the largest one FMS.

    With the Drug's responsibility entirely laying on the shoulders of Takeda and Takeda only, re-introduction is just a matter of days and it is when not if.

    GLTA LONGS!

    Sentiment: Strong Buy

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • "With the Drug's responsibility entirely laying on the shoulders of Takeda and Takeda only, re-introduction is just a matter of days and it is when not if."

      From your keyboard to God's screen as they say. Well, they don't quite put it that way but i figure it's time to update the old phrase, and the wish still goes.

 
AFFY
0.12+0.0100(+9.09%)Apr 24 11:22 AMEDT