That's where we differ AK. For those with 6 K levels and above, if the physician feels there is a cardiac issue, they're not going to give the patient ZS-9 and hope the level comes down to normal within a few hours. First of all, the mean level of K levels in your ZS-9 Harmonize trials was 5.5... It took around 2 hours for those levels to be reduced to within normal ranges.. Now if you'e dealing with 6--7 K levels, with some indication of heart distress, the ER physician is not going to wait 3 hours plus to see if the 6 plus K levels come down to
normal and risk cardiac arrest in his patient. In that situation he's more than likely to give him insulin and drop the level to normal within an hour, then place him on long term maintenance with Patiromer.
If you had worked your entire life behind the drug counter at Rite Aide like pharma has done, you'd be
ticked off too that all the longs here have already made a killing on this stock....LOL!
Happy weekend all. At least his presence gave us all some comic relief this week....
pharma....So you prefer investing in $2 crapola penny stock like a DRRX rather than a real company like CEMP? Guess we should add investment guru next to your handle as well? LOL...Hope you enjoy your work cause based on what I've read and seen here you're going to be at it for a long...long...time! LOL....
According to the most recent ML report they are expecting a European partner before the PDUFA date.
Upfront investment plus royalties on sales in the ECU. Expect 65 million in US sales in 2016 and peak US sales of approx 800 mil per annum.
I think your analysis is off the mark AK....If a patient comes in with a K level of say 5.5-6.5 the likelihood is that he/she has been at or near these levels for quite some time. It is not life threatening in most situations.
So whether it goes back under 5 in 2 hrs or 24 hrs it's not a real issue. Now if the K level is 8-12 then you
have an acute problem. Insulin would be the first resort. It is a true emergency situation.
Guess we should tell the two companies who bought Trius and Durata for over 3.2 billion that they really didn't need to spend the money on those two companies with non inferiority antibiotics since generics would have done the same thing...lol!
Yah Moxi is really good if you want to acquire acute tendonitis before the age of 30...LOL...
They put those Black box warnings on the label just for the fun of it...Were you one of those children
left behind like GWB kept talking about when he was Pres?
Doctors I've spoken with said in a real acute situation with K levels neither drug will be used first...
Insulin will. But we've debated this issue before huh?
pharmaidiotstick.... You one dumb pharmajedi...lol....Moxifloxacin carries a BLACK BOX warning label...
I mean how stupid are you anyway?
Bios in general being taken out and shot....
ZSPH announces the acceptance of their NDA and the stock is down 1.50??
CEMP announces great progress in any number of late stage trials and the stock is down 7%???
CART stocks getting killed with the group as well...
Actually it was a resumption of coverage by Oppenheimer and the report was VERY positive on Patiromer and RLYP. Thinks Patiromer will easily get approved with broad label coverage and change the way hyperkalemia will be treated in the future. First mover advantage. European partner likely in the NT.
I think the two drugs will be priced fairly close to each other frankly. That will change when either one, or both, get taken over (and that will happen...mark my words and write it down). Both drugs belong as part of
a broad set of drugs and products offered by a big pharma or bio. As such their pricing will likely be part of a bundling of drugs offered to the hospitals and clinics rather than sold independently. In that manner a slightly inferior drug is taken as part of a package that is attratively priced to the buyers. I mean otherwise GILD probably couldn't sell two Hep C drugs both over a billion in sales where one seems clearly better than the other.
I mean from the GILD play book someone could buy both Patiromer and Z-9 and then have 100% of the 3 billion dollar a year projected worldwide hyperkalemia market for the next 15 years, at least....and you'd never know the exact cost of either drug as sold to the hosptials...LOL...
Yes Kitty, the indications they are addressing are all multi billion dollar a year diseases and conditions.
I'm afraid though by late next year, and provided the data is good, we'll have an offer of at least $100 share.
Most of these types of buyouts take place after pivotal Phase 3 results are known, but before FDA approvals.
Would be tough for shareholders to reject $100 even though the company could likely be worth twice that amount easily by 2020.
Also....We are in late stage trials with Soli and the CEO needs to be very careful as to what she is saying
about trials and due dates and particularly, prospective results, etc. No need to screw up with the FDA at this juncture to promote the stock in any way. That will take care of itself. Keep your fingers crossed is about as bland as it can be but what else can she really say at this juncture?
Could well be the case AK....All ZSPH longs should be rooting for RLYP...They will be the one that establishes the initial market reaction and demand for hyperkalemia drugs in general. A homerun for them
could be a homerun for ZSPH as well....