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Affymax, Inc. Message Board

  • wildbill400 wildbill400 May 2, 2013 3:20 PM Flag

    Have just re-read all SEC Filings related to Affy. Wildbill highly suggests you do the same to update your DOD.

    It will be worth your time to see what screams out at you over and over, I am now Neutral on Affy and recommend neither buy or sell but read. An area of particular focus should be the pages that include this statement:

    Even if we are able to successfully address safety issues for OMONTYS with the FDA, we believe it may be more challenging to continue with or expand upon the short-term supply agreement with Fresenius in the near term. In any event, Amgen's long-term supply agreements with DaVita and Fresenius and the potential introduction of Mircera and biosimilars may limit the market opportunity for OMONTYS and adversely impact our ability to generate product sales should we reintroduce the product.

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