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Affymax, Inc. (AFFY) Message Board

  • jagan1961 jagan1961 Nov 27, 2013 2:15 PM Flag

    With the new enhanced payout Takeda will benefit much more!

    AMGN entered into longterm contracts with the providers to thwart AFFY competition. Manufacturing cost is not cheap for AMGN.

    Takeda can pick and choose what sort of population they would like to administer the drug based on its deep down analysis and ensure to take a well tolerated population to administer this drug with enhanced First day monitoring and subsequent follow-ups.

    The additional payout can be recovered will ensure a profitable win win formula for both the providers and Takeda, if and when re-introduced.

    AFFY will benefit immensely, since their Royalty is based on Sales, no need to worry about what Takeda spends.

    GLTA LONGS!

    Sentiment: Strong Buy

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Jagan...these providers definitely know the BENEFITS of O, and they know that Amgens drug has killed more people than O, so don't you think they aren't working with Takeda also. Their bottom lines are very important to them, a once a week/cheaper drug incorporating some stricter guidelines...no brainer IMHO. Like I have said before, I feel the investigation is completed and Takeda is being very careful in lining up it's ducks for the best possible move forward, because they have one shot here...my thoughts.

      Sentiment: Hold

      • 1 Reply to sammy6579
      • I agree with you. Takeda is much more powerful than AMGN in terms of Financials, they are the 2nd largest pharma in Japan and 6th largest in the world.

        Their strength and backing makes a lots of difference in terms the Dialysis centres adapting to the Drug if and when re-introduced.

        In terms of FDA, it is not just the Drug but the provider of this drug and their scientific strength and backing. Takeda will go to any extent to get this drug to the market.

        GLTA LONGS!

        Sentiment: Strong Buy

 
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