Yes, Da Bears are wanting your shares cheap. This is a 40 dollar stock! Easy! Amag was 30 + when it launched with Feraheme. This product blows the doors off of that product.
Because you have never been on Dialysis. Or Never been in a Dialysis facility. This is why stock is where it is at and not at 35$ right now. If I gave you a drug that would improve you life, improve clinical out comes, and is safe as placebo with NO and I mean NO anaphylactoid reactions what would that be worth to you? Well in oncology it would probably bring a pps of 50$ or over. Look at Clovis oncology. Now lets say your a owner/ provider Like Davita. You have the ability to improve clinical outcomes (Keep patients in the chairs out of the Hospital), Keep your patients safe from reactions, decrease you ESA use on average 37%, decrease over all iron use Ie. Venofer (iron product owned by your competing company, FMC). What would that be worth to you in a bundle situation? By the way, Patients actually felt good getting off Dialysis on this product. Why is that important? When you feel bad after a treatment, the last thing you want to do is go back and do it all over again. Patients will be wanting to come back for treatments! Means less treatment missed (more money for provider) and better outcomes for the patients. But, I can see why your concerned about the trial which the FDA signed off on. At the ASN, not one doctor questioned the trial design. Why? They understand it!
'In the USA, more than five million patients require central venous access each year. Unfortunately, central venous access can be associated with adverse events that are hazardous to patients and expensive to treat. Infection remains the main complication of intravascular catheters in critically ill patients. Catheter-related bloodstream infections have been reported to occur in 3 to 8% of inserted catheters and are the first cause of nosocomial bloodstream infection in intensive care units (ICUs), with 80,000 cases annually at a cost of $300 million to $2.3 billon . Additional financial costs may be as high as $30,000 per survivor, including one extra week in the ICU and two to three additional weeks in the hospital. Attributable mortality rates range from 0 to 35%, depending on the degree of control for severity of illness."
At this price, its a steal! I am really surprised at the pps. The Nephrology indication will bring in solid revenue. But the expanded Label will propel them. Looking at a 10$ stock easy.
Really? FDA says its effective but wants to make sure the Cardio is protected. Once the safety study is out what will you say then. Contrave will take the market fast once approved! Why? Doctors like safety!!! When you can had a doctor a study that involves thousands of patients and be able to show safety what do you think they are going to do? Not use any other medication for reduction of weight!
Do you really believe no approval from the FDA. Last time I looked the FDA panel voted yes for contrave and no for the other two. But the other two get approved. The FDA did Orex the Biggest FAVOR!!
“Our study is important and should be of interest to patients because it shows Triferic is effective in preventing iron deficiency without inducing iron overload in patients. It more closely mimics the slower natural way of absorbing iron and with additional studies, we might be able to show it is an improved and preferred treatment option”, Fishbane added.
The Guru said it himself! Should be interest to patients! This product is a game changer! More importantly a change in how Iron and EPO is given. Protocols and orders will be re-written. Davita and independents go first followed by Fresenius. Fresenius will be slow because it effects there venofer business. However, the savings from EPO use will be to much for them to stay on the side lines for too long.
It seems by the comments from the CEO on the last conference call, that they could easily go it alone. They have the infrastructure to go it alone. Makes since, why share the profit with anyone else!
We should see 25 pretty soon. The data is out and after the analyst sit down and really comb over the data, they will be buying.
I guess you don't understand the data? we are talking about preventing ESRD! Where did you get your numbers? Thin air? Kerx? really? A phosphate binder? That is where your sticking your money? Yes, Not listening to you! Kerx needs the Anemia indication to be successful. Why? Because everyone knows a expensive binder in a bundle situation will never fly. Especially with generic Renagel! One day you will wake up (soon) and LJPC will be 10$. This data is more important then you think more important then Clovis oncology which went to 74$. Now around 50. Preventing CKD/ESRD could save Medicare 65 billion! But good luck with your kerx.
big boys don't know jack. Because if they did they would by buying this up fast. They want to see the data at ASN. Davita and others cant wait to use this product. They have been at the mercy of Amgen for years. Great way to stick to they by shaving 30 percent or more of there epo use. This is a 50 plus stock easy. Accumulate and watch! Oh by the way no reactions. ZERO! Even FMC will get in this because they to want to save on epo dollars. This is going to fly and when it does, it will be fast. The cherry on top will be the generic Vit D product. All savings to the Dialysis centers!!!!!!!!!!! Start buying stock in Dialysis centers when this product makes it to the centers!
.7 increase in Hmg? LOL Don't hang your hat on this. So, If I have a Hmg of 9 and I take this, I lower my phos but only increase .7 of Hmg to a 9.7? I am not above 10. As a patient do I want to wait for an increase of .7. It may lower Procrit or aranesp, but I am taking a shot every 2 weeks or once a month to get my hmg to 10.5 or 11. AND I AM feeling good! They want this claim because they know patients with CKD 2-4 don't have a high phos. You need to add patients to really make this a block buster. This is in CKD 2-4 not CKD 5, which is ESRD. This product will make some money but the cheaper binders will win out in the Obama care.
Thank you! This study did not have enough patients or enough patient treatments to really demonstrate the giddy that this CEO has on this call.
Where do you guys come from? Keryx product does not build red blood cells or help in the aid of red blood cells. Sorry your not going to save your shorts. Patients with CKD 2-4 need ESA and Iron. Keryx does not have enough patients in study to make the claims they think they can make. Also, an increase of less then 1 gram per dc is not enough. This is a Phos binder!!! Not a Anemia product. Also, Dr. Block is also working on a product to prevent CKD.
Don't know why you and others want to compare RMTI and Keryx. Different products and can't compare apples to oranges. RMTI reduces ESA usage. Keryx is a phos binder that may/may not lower iron usage. You still need iron on board to build a mature red blood cell. If your lowering Iron usage what kind of red blood cell are you building. K
Any word on when they will release all the data from the previous study. In the conference call they mentioned they would dive deeper into the data. I will say one thing these guys don't share a lot of information. I have a huge loss in this company. I still believe in the product but this management is killing me. Don't know why we don't have a partnership by now.