Mehro Your post is an example of why Yahoo message board is largely a waste of time .
You will find a history of my posts on ZSPH and RLYP going back well over a year.
The HyperKalemia market is a large market . Its unlikely 1 company will take it all.
In the CKD space there are issues with speed of action and drug /drug interactions that favor ZS-9 ...however these are less of a concern in the CHF market as these patients are usually on fewer drugs.
Bottom line ...Veltassa is being prescribed and has the opportunity to establish a market share before ZS-9 is approved .
At these levels RLYP is worth buying as a spec buy .
Actually Learning I agree with U ....and have started a small long position..
My wife works in dialysis and runs a stage 4 CKD clinic and her dept has started to prescribe Veltassa.
RLYP has a major cash burn problem but once major hospitals ( such as where my wife works ) start prescribing and insurance starts covering ( I believe Veltassa is now on Medicare formulary ) sales will pick up..
As a note ...I owned ZSPH and still believe that ZS-9 will dominate the CKD market but Veltassa will find some market share , especially in the CHF market .