Down almost -9% today after what appeared to be a fairly decent earnings report.
They're working on CUTI as well with patients with "limited options"? Guessing those would be patients
who were not responding to currently approved antibiotics? Also it seems their focus is still in gram
negative bacterias which is somewhat different than what TTPH is apparently taking now with
treating CUTI in gram positive cases as well? AKAO to commence trials in 2016 with data due
sometime in 2017... Enrolling now?
Yes AK.....I actually bought ZSPH at 39.50 on 4-18-15... and made 10 pts very quickly..
If I buy back at $50-$51 I put those booked profits back at risk, and the way my trading has been of
late, it would be the kiss of death for you ZSPH shareholders.... You guys should pay me NOT to
rebuy those shares...lol
We get two (2) great marketing deals to launch Patiromer both in the US and Europe in 2015- 2017, plus 40 mil upfront, and double digit royalties in Europe up to 22% (don't people realize that 22% net is like a gross of over 60% if you assume a 65% gross overhead to produce and deliver the product), and we sell off over 20% in three days... Ghee wiz....
ZSPH on the other hand has no update on their long term study; no update on mfg, or plans for distribution;
Nothing...and they go up.
Go figure. Holding my entire position and will just shut up for the time being.........
Seems fair AK.... The 20% is the extreme level of reversion IMHO.... I think the average will be more like
AK.... You and I like talking facts so let's stick to that...
1. In the AMETHYST-DN, the one year trial study for Patiromer, the 52 week results were as follows:
For mild hyperkalemia patients... 83.1%-92.7% maintained normal (3.8-5.0) K levels...
For moderate hyperkalemia patients ....77.4%-95.1% maintained normal (3.8-5.0) K levels...
So let's can for the most part the very early trial findings that 20% reverted to abnormal K levels.
It was true for the early small limited time study but obviously not the case in the longer term one year study.
2. No doubt Z-90 is faster acting. 2hrs to 8hrs... But both maintain normal K levels in patients within 24hrs.
3. Safety.... After 52 weeks there were 9.2% of Patiromer patients who had a worsening CKD...hypomagnesemia or abnormally low blood level of magnesium... 7.9% worsening of hypertension....6.3% constipation....5.6% diarrhea....No adverse events for worsening CKD were
considered by investigators to be related to Patiromer. Throughout the 52 week blood levels of magnesium remained with the normal ranges; no serious hypomagnesemia events or any SAE's that were attributable
by the investigators to Patiromer. The most common SAE was worsening of CKD in 2% of the trial group.
These are facts...not message board BS by the good pharmacist.
Kiddo.... You ever on Twitter? If so give a glance at a site by a John Tucker PhD...Makes some mention and comments re CEMP and Soli....Esp.on oral and pediatic use.
You may very well be an excellent pharmacist, but your logic is frankly terrible. You state that Sanofi "was only willing to partner with Rel at launch...." How in the heck do you know that? Were you in the room when they negotiated their deal? Did you ever consider that it was our Rel who only wanted the deal to go for two years to cover the launch ? That at that time it would be likely that Sanofi would either acquire them or the two would split the sheets and go their separate ways? RLYP was the one hiring Sanofi... Not vice versa.
You're truly living in la la land. The market was down huge today and biotechs got clobbered… Yours included.
I certainly don't mind your supporting your own stock but you're not only making up facts, you're reciting pure supposition. If you are truly a pharmacist, or related to that business, I would've hoped you'd be more precise and factual in dealing with facts, medications, and peoples lives. Good luck to you.
Pharma....With all due respect... You don't know your "A" from a hole in the ground on this one.
I don't mind diverting opinions, but yours may man was just plain stupid.
Both RLYP and ZSPH are pioneering an entirely new field and treatment for hyperkalemia.
The potential size of the worldwide market is virtually unknown at this time. It could be 3 billion
or 300 million...Who the heck knows at this juncture? Only time well tell when both drugs get
approved and both companies go into marketing and have a few years of sales under
Nobody is going to pay 3 to 4 billion dollars now to crapshoot an entirely new market that doesn't
even exist at the moment. Rel wasn't attempting to sell itself to anyone at this time. Maybe down
the road when Sanofi can see what they have. But not now.
Labeling issue? You on crack or something?. Please tell us what labeling issues there are at
the moment? You with the FDA? Part of the clinicals? Or just blindly repeating more verbal diarhea
from a stock message board? RLYP HAS published it's long term data dummy. It's your company that is waiting to see theirs. Come on...get a clue here pal.
And why we're at it...Could you let everyone here know what RLYP was asking for?
Man...If you're an example of the average shareholder in this name and AK wasn't a
shareholder...I'd go short huge tomorrow. Seriously.
To me this was classic short selling. Easy to drive down the price of the stock. What do short sellers have to fear now that could drive the stock back up? No buyout coming otherwise they would have not gone out and got marketing partners in the US and Europe. No major events until October (the PDUFA date). All firms who follow the stock have basically commented on the marketing deal. Insiders sure as heck aren't buying on the open market. Risk could be that the stock is now so cheap that the firms that follow it start pounding the table to their retail advisors and drive it up a bit. Shorts may simply feel they made about as much as they can make in the short term and decide to cover and move on...
Right....We get Fressenius representation in Europe and everywhere else in the world but the US and Japan.
From the conference call last night it sounded like Fressenius will help guide the MMA in concert with RLYP and use their expertise in dealing with the authoriites in Europe re pricing, etc. This seemed to be a big motivation for the deal. Re Sanofi...Sounds like they will be focused on dealing with physicans in practices
throughout the US. Hospitals and clinics will be addressed by RLP's own in house sales force of approx.
125 current reps...
Doubt it techkim... I've seen this before too many times in the past. Sector weakness is really bad right now in the bios....Shorts just pick something out with no major unforeseen events coming up and short the stock.
They may cover before our PDUFA date but until then, it's clear sailing and free money. If last night's announcement resulted in a down 6% move, there is nothing going to move us back up until the shorts have
made what they wanted to, and decide to cover....
You might be right AK.... Right now the stock is down way more than ZSPH... Shorts are having a field day I suspect. No reason to cover. All the good news out now until Oct 21st... Nothing more that can come out to move it back up. Dead meat for now...
Will be interesting to see the short interest in RLYP when it is next reported. With no real catalysts until October 21 this one is apparently easy pickens and just continues down virtually every day....