Relypsa Inc (RLYP)

[Panzer]

I like buying stocks heavily shorted for onvious reasons

[Panzer]

Lock of the year

[pphm_mike]

Is Relypsa a buy? I think this sums it up:
https://biotechinvesting.info/2016/07/16/relypsa-rlyp/

[BigGreen101]

Yes indeed. Payed scripts are starting to get some real traction. We might even see a pop next month due to Medicare approval deadline for Veltassa has passed late last month. Cheers!

[ciciagt]

Relypsa (NASDAQ:RLYP) is up 3% after hours on increased volume in response to the release of the June total of new patients who started Veltassa (patiromer) with a free starter supply. The number for last month was 1,531, up 10.5% from May and up almost 26% from April.Outpatient prescriptions covered and filled were 1,723 for June, up up 40% since May and up almost 86% since April. Hospital/institution units sold rebounded from the dip in May to 392, up over 41% sequentially.
http://seekingalpha.com/news/3192621-new-patient-ramp-relypsas-veltassa-shows-consistent-growth-past-three-months-shares-3-percent

[Panzer]

Awesome Scrips!! Tick tock BOOM!!

[BigGreen101]

I do no think RLYP has the cash to go a couple years and wait for awesome script numbers and EU approval. I think EU approval is at least a year away and then building that market.

The main question is what is a fair price for RLYP? I think any offers provided thus far have been too low. Otherwise RLYP would have sold itself by now. We might be in at a point where big pharm is willing to pay a little more now than a few months ago when biotech stocks were down significantly for the year.

One point of reference for a buyout is the 52-week high. They would be about $1.62B, which was lower than a share offering a few years ago. I believe $38/share would be the break even point for those investors. I feel that $1.62B offer would be too low for management to accept. Some of the tax carry-forward credits expire next year, making a deal more likely this year IMO.

Cheers!

[Mitshu35]

Management may want to wait for more script #'s (and EU approval) before selling, but if the company receives a firm/written buyout offer, they will have to take some sort of action on it with shareholder interest in mind. Will see. I think there are at least 2-3 companies willing to pay a fair price for the company to provide a decent buyout price that the Board would find acceptable. Nice action today. Exciting, exciting.

[BigGreen101]

Rlyp is probably for sale, it all depends on the price for the company. I think management is waiting to see how well the filled script numbers come in over the next few months.

Also the Medicare time line for decision or extension has passed. Thus, we might see a bump in payed scripts on Friday.

Cheers

[Mitshu35]

RLYP would be a great acquisition for Vifor Pharma as they are already managing the EU approval process. Deal make be closer than we think...

=====

Galenica is set to embark on a period of checkbook pipeline building to beef up its drug development unit ahead of a planned spinout. The plan is to build a pipeline of near- and long-term assets to complement its Roche ($RHHBY)-partnered iron-deficiency drug, Mircera.

Bern, Switzerland-based Galenica first proposed splitting its specialty pharma unit, Vifor Pharma, from its pharmacy business late last year. Back then, the plan was to spend three to 5 years getting Vifor Pharma ready to fly solo, but the deal Galenica struck with Roche in May has positioned it to gun for a quicker split. The deal with Roche gave Galenica the right to sell Mircera--a drug to treat chronic kidney disease-associated symptomatic anemia--in the U.S., setting Vifor Pharma up to aim for sales of $1 billion (€900 million) from next year.

With Mircera, which generated sales of CHF417 million ($441 million) for Roche outside the U.S. last year, giving Vifor Pharma the makings of a commercial business, its focus has now shifted to adding to its pipeline. "We need further important projects before Vifor can become independent," Galenica Chairman Etienne Jornod told Bloomberg. Vifor Pharma is in the market for some products that can be brought to market within the next few years and others that are still 5 or 10 years away from being ready for regulatory submissions.

If Vifor Pharma can find the acquisitions and partnerships it needs to stock its pipeline--a big ask given the fierce competition for late-phase assets--then it could bring forward its independence plans. Such willingness to rethink the structure of the business comes at a time when multiple Swiss pharma companies are reassessing their models. Swiss-Italian drugmaker Cosmo Pharmaceuticals (SWX:COPN) listed its dermatology-focused spinout Cassiopea in Switzerland last week, while AC Immune and Novimmune SA are both considering going public.

http://www.fiercebiotech.com/financials/galenica-plans-dealmaking-flurry-ahead-of-mooted-spinout

[Panzer]

So obvious its not eh? Loaded

[salgovernale69]

Most obvious play in all of biotech IMO. Buy buy buy and just put your feet up and wait for the inevitable. Not much sense in overthinking plays with this one on the board. I'll take guaranteed money over risk any day.

[Panzer]

Scripts next week BOOM!! Buy out could happen next few days

[Panzer]

20 break today was excellent RLYP ready for destiny

[girlfriend]

Finally breaking out here.

[Panzer]

Destiny approaching

[Rogerthat1]

Lmao

[tbirdman]

Where you been man? I am looking for cheap stocks with 10 bux targets.

[girlfriend]

I am still in and just holding!

[Panzer]

Been averaging by from mid 16s

[Panzer]

$36 or better is target

[Panzer]

And a question of hpw much

[$Moneypenny$]

Love this stock. Looking very nice. Everyday the fundamental picture gets better and better. It's a question of when the BO occurs, not if.

[Panzer]

I saw that good news!

[girlfriend]

Published after market close today……

http://finance.yahoo.com/news/results-pre-specified-exploratory-analysis-201644603.html

[Bob Stocks]

What are the advantages over Kayexalate?

[Panzer]

Added more RLYP low 17s

[Panzer]

No less than 50 scripts going going gone (up) no competition JO playing perfect hand.

[Panzer]

Picked up 250 more 17.76 BO coming

[girlfriend]

Looks like the shares touched 17.50 yesterday on quite a swoop down….options expiry I guess.

I was thinking Merck would be a player here also. These rumors have been going on for some time now.

[Panzer]

its either AZ or Sanofi. You know it, I know it, and the American people know it

[Panzer]

Panzer ready to go crazy any moment

[Panzer]

Cmon JO show us the money no competition

[Panzer]

Bought high 17s

[Panzer]

Massive blocks eod

[Panzer]

Up and Up from here! scyx longer term boom.prospect

[girlfriend]

My order filled at the close but like SCYX they didn't fill all my shares....saw the S-8 after hours!

[Panzer]

You'll like the action tomorrow!

[Panzer]

Clock is ticking for RLYP buyout I'm loaded beyond loaded

[Mitshu35]

Relypsa Sales Surprise

PREFACE
Relypsa Inc. (NASDAQ:RLYP) reports sales numbers for its hyperkalemia drug, Veltassa on the fifteenth of every month . Last time around the numbers were a disappointment and signaled that the hyperkalemia market was going to be more difficult than many had expected to turn into a real revenue generator. But, data was just released today, and the results were a surprise.

RELYPSA SALES NUMBERS SURPRISE
Last month Relypsa actually saw the number of New patients who started taking Veltassa with a free start supply decrease by 4%. That was so stunning because the drug has only been out to market for a few months, and a slowdown so early in the process was anywhere from worrisome to devastating. But, as the market waited with baited breathe today, the results were quite good.

We can see a huge turnaround in that top line number which went from a decrease of nearly 5% to now a gain of 14%. Perhaps most importantly, the number of actual prescriptions filled actually accelerated to a 33% rise, from 31% last month. When it comes down to it, it’s that number that is actual sales and may in fact be the most important.

RELYPSA SALES NUMBERS COULD GET BETTER
In a rarity for the company, news is potentially getting even better. Relypsa saw its only competitor, ZS Pharma, now formally owned by AstraZeneca PLC (NYSE:AZN), receive a complete response letter (CRL) from the FDA. That’s a fancy way of saying that ZS-9 was rejected by the FDA due to manufacturing concerns.

While the FDA did not comment on clinical data, there is already a growing concern for ZS-9 that the drug elevates sodium in the blood which, if true, would essentially eliminate it from the lucrative chronic market.

But the good news gets even better for Relypsa. The company stated that some physicians were hesitating to prescribe Veltassa until the ZS-9 FDA ruling came in. With the rejection pushing a ZS-9 approval at least a year out, those reluctant physicians may have turned to Relypsa as the only option. But, those potentially increased sales numbers are not included in the May prescription sales data. So, that pop for Relypsa’s Veltassa in May is potentially facing another up trend in June and beyond.

Relypsa has been named in numerous rumors as a takeover candidate for Merck, Amgen, Gilead, AstraZeneca and its marketing partner Sanofi.

[girlfriend]

Looking to get in here but don't like the action today.

[Panzer]

Relatively speaking lol

[$$$eeker]

Shorts gone? LOL

[Panzer]

JO buyout lets get it done

[Panzer]

Loaded here avg 15.38 shorts gone blue skies

[Panzer]

Some huge buys coming in must be institutional investment.

[Panzer]

Great article! RLYP a blockbuster BOOM

[value1008]

New interesting article on RLYP at S.Alpha. The author (who doesn't yet have many followers) thinks Orwin should not succumb to pressure to sell co. prematurely but should go it alone and wait for huge s/price appreciation:

http://seekingalpha.com/article/3980207-relypsa-john-orwin-hold-em-fold-em?auth_param=a71m:1blbgfc:1809c76f344f92fe8b0ea98de43aeecb&uprof=44

[Mitshu35]

It turns out that Relypsa Inc. (NASDAQ:RLYP) largest institutional shareholders are buying more stock as news coming out of the company is turning more bullish.

While Relypsa Inc. is often caught up in takeover rumors surrounding firms from AstraZeneca (NYSE:AZN), to Merck (NYSE:MRK), Biogen (NASDAQ:BIIB), Pfizer Inc. (NYSE:PFE) and its partner Sanofi (NYSE:SNY), recently the stock is up on real news.

First, on May 23rd Relypsa, Inc. rose on new data that the company presented surrounding its drug Veltassa which showed the following:

“Patients with heart failure and chronic kidney disease often have restricted fluid and sodium intake, as these may cause congestive symptoms.

We presented new data suggesting Veltassa may bind and remove sodium as well as potassium in the gastrointestinal tract, which may be relevant for these patients.”

Source: GlobeNewswire

The new data revealed that:
* Daily administration of Veltassa resulted in a dose-related decrease in mean urine sodium compared with placebo (p=0.009 across Veltassa doses).

* No serious adverse events were reported, and no study participants discontinued treatment because of an adverse event.

Second, and most urgently, Relypsa' s only competitor in the Hyperkalemia space, AstraZeneca's acquired ZS-9, was given a complete response letter (CRL) from the FDA, which in English means, a full rejection of the filing for approval.

The CRL surrounded manufacturing issues with ZS-9, not clinical data. However, that CRL will push the ZS-9 product launch out at least another year and the drug still has issues surrounding its tendency to create sodium in the blood, which is a critical side effect for patients that have Hyperkalemia and may mean the drug will be prevented from treating the largest portion of the market -- chronic cases.

Hopes have now crept in that the ZS-9 drug, if it gets approved, will get a black box warning surrounding its side effect of creating sodium in the blood. The black box is the harshest warning the FDA can issue.

But now we got more news on Relypsa.

INSTITUTIONS ARE BUYING
The good news surrounding Relypsa Inc. has pushed the stock up 40% in recent weeks and the buying appears to be coming from the company's largest institutional shareholders.

While the largest shareholder, Orbimed, saw no change, the next seven largest holders increased their holdings. In total, of the eleven largest holders, eight bought more stock, two sold stock and one was unchanged. The result is an increase of nearly 3.2 million shares on a total stock float of just 31.8 million shares. Institutional shareholders own more than 85% of the Relypsa, Inc. stock as of this writing, and 11% is held by insiders.

[ClearlyStocks]

$20.72 and going