This is agenda item for CMS Coding meeting on May 8th. The final decision will be provided to the company in November. Looks like replacing one code with another when you read the entire briefing.
Given Keryx product and current sales, a justifiable market cap is around $250M, not $1.2B. I expect KERX will be much much lower by this time next year. Folks should really talk in market cap/valuation numbers rather than in share price. KERX has a lot more shares outstanding than Rockwell does so talking about market cap and revenue rather than share price makes the comparison apples to apples.
NSPR has a stent that works about as good as any other stent. That means they will get marginal market share, if any. I'd stay away from NSPR at all costs. I rode it up on a data readout but sold it before the data was made public. The data was comparable to the control group. Not good enough to warrant my investment with so many other competing stents on the market.
Can't find any reference to this. Can you tell us where to look up the details? There isn't anything on the show's website.
Your Keryx short interest is up to 31% at last report. I think you're missing something that the rest of the market is taking note of. Good luck, man. I hope you learn to read the tea leaves and don't loose your shirt and your kids' college funds. I'm not going to go troll your board with this information either. You can sit on it or share it if you like, buddy. Good luck.
They just got approval in January. It's only April. Usually takes 6-18 months to launch a product depending on label, manufacturing, regulatory, supply chain, marketing...etc.
They don't really need to. They are well capitalized so no need to raise money. They already did that. I just don't think there is the need to engage LifeSci Advisers at this juncture. No need to prop share price up, etc. Those PR firms aren't cheep either. I wouldn't read too much into the "quiet". They are doing the clinician trade shows which is where you'd expect a company selling products to be.
They had 4 posters at the Kidney conference last weekend. They have sales people working in the field and Baxter is taking over distribution. What would you have them say? There isn't anything to talk about, shareholder wise at the moment. Just be patient.
Mud Puppy is right. It's standard to treat these kinds of contract terms as confidential. Nothing out of the ordinary.
Jah, people have different strategies to make money. I'm not here to judge. Leave Softy alone. I just question why folks always broadcast their trades/strategy. These message boards are full of such nonsense.
Hedge funds don't publish their trading strategy. Never understood why retails do. Good luck!
You gotta wonder at what point they will take this stuff off the market.