I thought CKD results from Japanese partner were going to be published this summer. Those guys filed NDA for both non-CKD and CKD in Japan. That catalyst should come sooner than the KERX CKD P2 readout in Nov. Am I right?
I wouldn't be surprised if Keryx and JT Torii coordinated their data release to occur together the first week in Nov. to both wow the Kidney conference attendees and really hit the market with a double-barrelled dose of great news. That would send the stock at least $2-4 higher in a few days.
Originally he was saying summer, and I am not talkinq about NDA approval in Japan (that will be Q1 2014), I am talking about publication of the trial results for CKD that Torii did. You may be right that they are now trying to publish together with their own P2 results in November. Long KERX Jan '15 LEAPS. By then, if catalysts turn out ok, Zerenex will be in the market, the CKD potential will be confirmed, the IP will also be confirmed via patents, and the pps will be 50% higher (at least).
They very well could come out next month, but most likely not sooner. They still were not close to being published as of the last CC on Aug. 1. Ron said the results would be published "in the next several months."