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Affymax, Inc. Message Board

  • nikon201068 nikon201068 Sep 12, 2013 7:17 PM Flag

    Shut it already GWP!

    Shut it already GWP! You aren't saving the world or change the longs' minds here with your relentless and annoying posts.

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    • He is very nervous about his short position.

      There are clearly 3 possibilities for re-introduction here.

      Since it is already established that the Reaction is only First day, Takeda can start introducing the Drug on a limited basis for those who were on Omontys. From what I heard, in fact the Patients were furious when it was withdrawn abruptly, because of Convenience.

      That means a 25000 ready patitents for this drug from day 1 on reintroduction.

      They can slowly scale up the patient population with extreme care during Day 1 administration.

      Takeda is not the one will be walking away abandoning the drug.

      As for as AFFY goes, our Royalty structure is based on the sales volume. We are more secure, in terms of the expenditure they will be incurring to launch this product.

      They will build the scale over the course of 1-2 years.

      As for Mercera it also has the same safety profile like EPOGEN and that too expensive to manufacture. It won't bring down the cost for Dialysis centers.


      Sentiment: Strong Buy

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