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Keryx Biopharmaceuticals Inc. Message Board

  • ivanprokov ivanprokov Feb 1, 2013 10:35 PM Flag

    Do I look worried

    If you can't see the potential past a 1 day decline you are here for the wrong reasons. Do some DD to get comfortable that this is one of the best investments you have ever come across or find something you like better. The below has been said before, but for all the cry babies on here and the shorts talking out of their #$%$, let me lay it down again:

    1) $4B per year revenue coming our way based on superb IV iron and EPO sparing benefits ($1B market leading Dialysis indication and a shoe-in for the $4B CKD indication based on those same results). Seeking Alpha arguments that we can be displaced by a vitamin supplier are far fetched - if you can't figure out why for yourself look at Zing's responses in the comments section of that article. If you still aren't convinced around the patent issue get out.

    2) Listening to the conference call it was clear that doctors will prescribe us hands down over existing medication even when they go generic. GENERICS SIMPLY CANNOT COMPETE given our dual IV Iron and EPA sparing benefits, even if we charge the full $5000 per year and guess what - we have ridiculously good margins already due to low cost to manufacture. The projected $800M in U.S. cost savings from our medication does not even take into account the man hours dialysis centers will save from not having to administer those other treatments - actually the lions share of dialysis center's expenses.

    3) Not like I need a third reason but we have a pill burden that will be 40% less than any competitor, we have a metabolic acidosis advantage and a reduced risk of infection due to less use of other treatments that can infect the line.

    If given all of these things you do not think its a good place to put your money for a year then leave - but listen to the conference call announcing results again before you decide. After all you are trapped at least for the weekend. If it was just a short term momentum trade then stop complaining. If you bought at $9.98 then think about the above and buy more on Monday to average down or just sit tight.

    Whatever you do please stop being crybabies. Nobody here cares you lost money. Before the announcement I lost 10% of my entire savings while the stock drifted lower. What did I do? When my bonus came in I bought more. Guess how that worked out. The above says we have only just begun.

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