Don't even go there with a "let's say" ZS9 is "superior" because the assumption is absurd. First of all you're talking about a yet unapproved drug which the FDA has not even reveiwed as yet for approval. Next you're talking about a drug that has been followed up for a year with only 67 reporting trial particpants out of over 700 with some interesting results of edema, drop outs, hypertension,....you name it. Right now ZS9 is NOT approveable IMHO because at the very least, there is a lack of properly submitted year follow on data.
When you're talking apples to apples then everyone can compare notes. Until ZS9 completes and submits it full year follow on data from over 700 subjects, it's 85% potential market share is just a figment of one analyst's imagination.
His efforts to discredit Veltassa and heighten all of the claimed positives for ZS9 (giving them an 85% market share for ease of use; onset of action; storage benefits; etc) go way beyond anything rationale unless your sole motive is to collapse the stock price of a competitor. No other logical explanation for it could exist since ZSPH has been bought out and will cease trading shortly. Therefore, there is no benefit whatsoever to shareholders or clients of MS for his touting of ZSPH. Could there be a benefit to shorters of RLYP based on is repeated bashing of that stock? Certainly, especially if the stock falls to his projected price objective of $9. But what firms puts a biotech analyst out front to act as an expert tout for short sellers?? Never seen nor heard of that frankly. Crazy. If you don't like a competitor simply give it a bad rating and price objective and be done with it. No....This has become personal IMHO. It's truly off the deep end as far as any financial analysis I've ever seen. Unless MS has an approved analyst recommended "short list" for clients, and
RLYP is on it, this just doesn't make any sense....
Hi Jay..... What the stock does in the NT is not relevant to me really. I bought on the day of the selloff at
$10.75 and now average approx. $21 on a very large position. I feel this one will be taken over and
north of $40. It all seems to make logical sense, at least to me....lol....I wish traders the best of luck
but it's just not my thing with a stock that you could wake up to 24 hrs after selling and read about
a $50 buyout. Not worth the pennies you may make, when you leave the dollars on the table!
I wish all longs the best though!
6 million shares short is the answer to all questions. He is doing his best to make those shorts not panic and not cover and that he's right and RLYP is a $9 stock,etc. Smart shorts will be covering today and taking their losses. Last chance for them frankly to salvage anything IMHO.
They basically left it up to the provider to decide on chronic use. Docs don't normally base use on broad label anyway. FDA calls treatment of HK a chronic unmet need that most patients meds are restricted to 1-2X's per day or less. The label basically tells docs to be aware of the DDI possiblity and to decide accordingly on use and to monitor the situation as appropriate.
RLYP Veltassa FDA review documents last week suggest FDA unlikely to meaningfully change boxed drug interaction warnings.... Per MS....They you have it.
Giving their shorts a chance to cover today. Pretty darn clever to release this just after the Holiday...lol....
Where did you see that lurk? If they are it is probably to trash RLYP again and hopefully drive the stock back down so their shorts can cover. An analyst like Berens who is also a physician will have a very difficult time admitting he said or did anything "wrong" so whatever he says about RLYP you can count on it that it will not be positive. He's probably out trashing it this morning ergo the weakness in the stock?
Yah ZS Pharma as "worked around that" with BS data thus far, especially in the year follow on studies (albeit with only 67 patients out of over 700 reporting to date with data that apparently could be analzyed). The FDA is not as stupid as the public and they know what's going on and will hopefully ask the right questions and issue the appropriate black box warnings even IF they approved ZS-9. AZN has bought themselves a dog with fleas IMHO for 2.7 billion dollars.....
Beren's is a fairly new bio analyst with MS coming from a much smaller firm where he was a mediocre at best rated analyst. He's a former ER room physician. He apparently tried to make a big splash with his initial opinions by putting a buy on ZSPH and essentially a sell on RLYP on the same day. Investors tanked RLYP and ZSPH skyrocketed. Then he got really "lucky" and ALIOY shortly thereafter made an offer for ZSPH followed by offers from some others including AZN and the rest is history.
Beren's continues to trash R LYP and most recently dropped his price target to 9 which is by far the lowest on Wall Street by almost 20 points. His stance has obviously gone beyond the bonds of objectivity and is more likely personal now than anything. He's out to prove that he is right and everyone else is "wrong". Egos on parade, and his most recent downgrade coming just before our RLYP started to take off, could've really hurt MS clients if they shorted on the day of FDA approval and are still holding their short positions.
In the end the data will win out. IMHO AZN made an ill advised spontaneous offer for a company with a drug that is far inferior to Veltassa in my opinion. Time will tell, but the market seems to be finally ackknowledging
that at the very worst the hyperkalemia market will be equally split between two companies, one of which is grossly undervalued, and that is RLYP.
Tend to agree...A lot of shorts have probably been covering of late. Those who didn't are getting squeezed bigtime.... After what Berren's did to this stock I must admit it's kind of fun to see those who followed his short advice on his most recent "$9" RLYP call, are getting their heads handed to them.
European rights to Veltassa could likely be reacquired from Frensius for return of consideration paid plus a nice profit to date. If not, the deal made by RLYP for up to 20% royalties plus additional considerations, is not too shabby. That's pure profit. In addition, sales and approvals in Europe tend to be prolonged events subject to numerous EUR insurance reimbursement rules and regs that vary country to country.
The US and Japan are the big markets and RLYP retained exclusive rights to those....
abc... You are correct.... Was unfortunately doing it for memory...Recall it being a multiple of 3 mil...lol!
Margin calls..... Depends on how much collateral or FME you have in your brokerage account. Depends
on how much pain you can withstand as well. LOL....
If you're short and facing not only a stock rising, but one that could be bought out north of $40 at any
moment.... You have to have a lot of guts to continue to hold your short position in the face of all of that...
Would love to see us get this one over $24 today and see what the shorts do on Monday when they come back from the holidays....LOL,,,,
Would otherwise agree Lurk but there are quite a few bios recently that have shown similar strength of late...
CEMP for one up from the $25 level to $33... QURE....$16's to $22... MGNX,,,$25's to $35 etc. All within a
month.... Love the action though on RLYP!!
Script numbers.... I know there is a site but I simply can't find it....Someone here will know it.....
AMRN board use to tract their numbers almost weekly so I'll try and find it.....
2nd largest drug market after the U.S. Focus recently on generics to lower costs but Japanese people still do not entirely trust non name brands. Aricept for ALZ in the leading seller in Japan followed by two hypertension drugs. Interesting. Could be a great spot for Veltassa if the BP data continues to show it lowers BP, and terrible for ZS-9.
Two (2) years ago tomorrow to be exact. First two posts....Nov. 27, 2013....Called RLYP the "real deal" and said the worldwide markets could be as high as 10 bil...(ok...kinda optimistic). Funny how time flies. Alot has happened in those two years huh?