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Metabolix, Inc. Message Board

akanz2 1230 posts  |  Last Activity: 2 hours 42 minutes ago Member since: Feb 12, 2012
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  • akanz2 akanz2 2 hours 42 minutes ago Flag

    fghton ..no worries , thats what makes markets .
    Just an FYI ..re your post on RLYP board on AFFY ? ...the drug Omonty for dialysis patients .
    Wife's dialysis unit refused to use this product .
    Wanted Fresnesius to use it for a yr before they would touch it .
    It wasn't until about the 20,000 th application that the first fatality occurred ...real disaster for all involved.
    She always viewed that drug /application as an "accountants " drug ...designed mainly to save money .
    Feels very differently about the HK drugs ZS-9 and Patiromer ...definite medical need , lot less risk .
    By the way ..you might want to chk the analysts reccomendations on AFFY before the crash .
    My wife was very right on that one ......just sayin
    AK

  • Reply to

    Market potential

    by akanz2 14 hours ago

    Typo correction ...should read Peaked T waves ...The EKG reading they look for when CKD patients report " not feeling well ...general term " and the blood test ( lipid panel ) shows serum Potassium levels over 6
    AK

  • I wrote a post on the RLYP board on market potential
    It was a nod to Golong who is not currently posting on either board but I hope is in good health.
    For the record.
    If I thought Patiromer would be the eventual winner I would own RLYP.
    But my wife ..Kidney disease research at Yale etc ...likes the clinical profile of ZS-9....especially its fast on set of action.
    There are a lot of fine details here ...action of RAAS inhibitors , risk of Calcium load , etc etc that I stretch to understand ( and I hear about it first hand ) .....but bottom line ... SO FAR ...ZS-9 is the better drug .
    CITI's analysis is superficial ...at least thats her interpretation ...as long as ZS-9 is equal or superior to Patiromer on the 52 wk trial data due in Nov 2015 ...ZS-9 will dominate the market
    AK

  • Read my post on market potential
    AK

  • Well in a nod to Golong , who unfortunately has departed from this message board ( but I hope is in good health ) I thought I would write a post for you die hard RLYP longs

    As soon as Patiromer is approved , my wife ( a PA in a dialysis clinic as well as managing at stage 4 CKD clinic will immediately replace her Kayxelate scripts with scripts for Patiromer )
    This is NOT a huge number of patents but nevertheless she seems to mention that at least once a week she is sending some one to ER ( because K level over 6 and peaked P readings on the EKG -- going from memory here )..or their fistula is blocked , they can't be dialyzed and their blood serum level of Potassium is over 6 so they will be sent to ER or prescribed Kayexelate....depending on EKG readings.
    When released these patients will be prescribed Patiromer instead of Kayxelate ...so rejoice you RLYP longs.

    They will be prescribed Kayexelate UNTIL ZS-9 is available because once ZS-9 is available she expects that it will be used in the ER instead of or with Insulin and that the patient will be sent home with a script for ZS-9.
    Clinicians prefer the clinical profile of ZS-9 . It's faster acting , no calcium load risk , acts in the intestine instead of the colon and a bunch of other technical factors I won't bother you ( or CITI ) with.
    According to Smith on Stocks ..there are 500,000 patients each yr treated for hyperkalemia ( high serum potassium levels )
    AK

  • Reply to

    RLYP Upgraded to Buy @ CITI-- Price target $45

    by fghton Sep 3, 2015 1:10 PM

    Well at least we know Golong works for Citi : )...." K market should lift all boats ."
    Suggest you buy some ZSPH to hedge yourself ou
    AK

  • Reply to

    Something's Going On....

    by fghton Sep 1, 2015 1:34 PM
    akanz2 akanz2 Sep 3, 2015 10:15 AM Flag

    Well Fgton ...you nailed it.
    Something was " going on " ... CITI starting coverage with a $82 PT.
    Well done
    AK

  • Reply to

    Watching for entry point

    by dmiller812 Sep 1, 2015 10:13 AM
    akanz2 akanz2 Sep 2, 2015 10:46 PM Flag

    mbrand
    I maintain a small long position . I want to see how their trials work out and Dale Schenk the CEO is a genius / scientist BUT he /they are also hedging their bets.
    The CEO and a director both had rule 10b5 plans . They were able to exercise their options , convert to stock and then sell the stock . They hold very little actual stock ...only a lot of options at low exercise prices .
    Henny's sale was not an 10b5 sale . He exercised some options and then immediately sold the stock.

    These guys are very enthusiastic on the potential for successful trials , but they are also realists and cautious .
    They are cashing in when appropriate , in case things don't turn out as hoped for. .
    JMO
    AK

  • Reply to

    What was at 2pm?

    by mms747747 Sep 2, 2015 3:26 PM
    akanz2 akanz2 Sep 2, 2015 3:43 PM Flag

    Large buy blocks but otherwise no news that I'm seeing on Schwab acc.
    Theres a lot to like about this Co .
    Well funded , lock up expired last mth , Devon Park have a large position , excellent trial design approved by the FDA , large potential market and obvious take over spec.
    AK

  • Reply to

    Watching for entry point

    by dmiller812 Sep 1, 2015 10:13 AM
    akanz2 akanz2 Sep 1, 2015 10:11 PM Flag

    dmiller I'm more cautious on the stock now , since the CEO sold 30K shares ( $1.7m ) on Aug 20th.
    AK

  • Reply to

    Something's Going On....

    by fghton Sep 1, 2015 1:34 PM
    akanz2 akanz2 Sep 1, 2015 6:38 PM Flag

    Fgton ...weren't you just trashing me on Aug 21st ...and now you are looking to enter ?
    Suggest follow Golongs advice so you "don't get bagged "
    AK

  • Reply to

    short at will

    by usingaliase Aug 20, 2015 10:04 AM
    akanz2 akanz2 Sep 1, 2015 11:36 AM Flag

    Thks Pharma
    The read I get on ZS-9 is $600 a month .
    RLYP is being very close lipped until after approval .
    AK

  • Reply to

    short at will

    by usingaliase Aug 20, 2015 10:04 AM
    akanz2 akanz2 Sep 1, 2015 12:14 AM Flag

    Usingaliase ...wow ..even considering a thinking redo is worthy of credit .
    If you change your thinking it would be interesting to know why .
    The down side for me tho ... since Golong went AWOL ...and if you change your mind ....theres no one left to argue with . Makes me uneasy . I prefer to be the under dog.

    Pharma ...what do you think is the market size for ZS-9 ? Wife thinks the kayexelate market is a lock but not so convinced about the Cardiology market ( to allow more optimal use of RAAS inhibitors ).
    Be interested in your opinion ...maybe we can argue on potential market size : )
    AK

  • Reply to

    Golong MIA

    by akanz2 Aug 27, 2015 11:03 PM
    akanz2 akanz2 Aug 31, 2015 3:25 PM Flag

    Well his last post was Aug 21 .
    Not many places on this planet where U don't have internet access for 10 days .
    I could do without his some what more caustic lines , but nevertheless I found value in many of his posts and they always provoked me to do more DD .
    Hope he's OK where ever he is .
    AK

  • Reply to

    short at will

    by usingaliase Aug 20, 2015 10:04 AM
    akanz2 akanz2 Aug 30, 2015 2:27 PM Flag

    Well Usingaliase ...I'll take the other side of that trade , and hold thru Nov long term data release .
    That trial is using the 10gm dose of ZS-9 and everything that I have read on it ,indicts a very safe profile .
    Remember that Patiromer has about a 15% rate of HK re occurence ...so if ZS-9 beats that and with a better safety profile to boot ?...well lets see..
    Between now and Nov , stock could drop to $45 for any reason at any time , given the way the entire market has been trading recently .
    AK

  • Reply to

    Golong MIA

    by akanz2 Aug 27, 2015 11:03 PM
    akanz2 akanz2 Aug 28, 2015 8:42 PM Flag

    Veod ...still MIA ...do you think you could sub in for him : )
    AK

  • Reply to

    Stock price potential

    by ou71764 Aug 22, 2015 8:24 AM
    akanz2 akanz2 Aug 28, 2015 11:08 AM Flag

    ou You are wrong re chronic care . My wife prescribes Kayexelate sparingly in Chronic care . Some times patients have Potassium levels in the mid 5's and can not get them under 5 on diet alone . Some times the scripts are only for a week ...then another blood test and reassess. Some patients want to keep a script for Kay as it helps them poop better but my wife doesn't like to prescribe it because of slow action and questionable benefit..
    Patiromer will be welcomed as a vast improvement over Kayexelate BUT as pharma 33221 has explained to you Clinicians perfer the profile of ZS-9 and once used in the Acute setting ,they will be reluctant to switch to Patiromer for Chronic care if patient is OK with ZS-9.
    AK

  • Reply to

    Stock price potential

    by ou71764 Aug 22, 2015 8:24 AM
    akanz2 akanz2 Aug 27, 2015 11:13 PM Flag

    OU Take it from some one whose wife deals with patients in Acute care . DO NOT expect rapid uptake of Patiromer in Acute care because of slow on set of action.
    Clinicians prefer the clinical profile of ZS-9 ..plain and simple
    AK

  • akanz2 by akanz2 Aug 27, 2015 11:03 PM Flag

    Almost a whole week with no posts from Golong ...do we need to send out a search and rescue mission ?
    Whether you agreed with the guy or not , it was always an interesting debate .
    AK

  • Reply to

    Next Stop 43

    by golongin2008 Aug 20, 2015 6:25 PM
    akanz2 akanz2 Aug 27, 2015 4:27 PM Flag

    Next stop 43 Golong ?
    So much for " drifting " lower , at least so far
    6 thumbs down for your post ...is that a record ?
    Investing is often a very humbling experience ..I have been 100% wrong on several occasions .
    Always interested in reading your views , even if I disagree with them re ZSPH
    AK

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