Relypsa Inc (RLYP)

[scottsmith]

Should be January Sal. Believe Orwin confirmed that on last call. I'm expecting brw 500-1000. Keep in mind they weren't on Medicare/ Medicaid until this week.

[Vector93]

If they don't discuss Jan scrip numbers, it will be an entirely disappointing conference call. 4Q15 numbers are pre-sales, nobody really cares. So the expectation is they will give prelim scrip numbers.

I've heard everything from 1000 to 2000. I'm not sure I would hazard a guess at this point. I think anything above 1000 will be very good news.

[salgovernale69]

The expectation is that they will indeed give us the January scrip numbers is it not? I have seen that discussed as fact elsewhere. If that's the case, what is the number we are looking for? North of 1,200 or so?

[Vector93]

I'm expecting a small short squeeze as a handful of the 14million shorts try to cover in the run up. If they say anything about preliminary scrip numbers, there could be a massive short squeeze as the rest of them bail.

The last time there was >14 million volume PPS went from 22 to 29.

[scottsmith]

Run up into results will be nice. Then...

[Vector93]

Q4 and Full Year 2015 Financial Results and Host Conference Call on Wednesday, February 24, 2016

http://yhoo.it/1SzmBAC

[value1008]

I think shorts may have one more chance to get RLYP's price back down to $16 or $15s-- and that is if they can get the biotech sector ETF XBI to have a test of support established back in April 2014 in upper $30s -- about a 12% further drop in XBI from today's lows in $44s.

Most of the small biotechs would likely plummet another 12% to 20% and then, assuming XBI support holds (and it doesn't plummet to mid or low 30s), then my sense is that RLYP will have seen the last of such lows and it will be onward and upward for this stock over the coming years-- assuming no buyout long before then!

[Mitshu35]

Good news just keeps rolling in on this company. I picked up more shares even though the short-interest group still seems to control the price. Good time to be buying here IMO.

[value1008]

CMS Adds Veltassa to CY16 Formulary Reference File; H.C. Wainwright Affirms Relypsa (RLYP) at 'Buy'

H.C. Wainwright affirmed Relypsa, Inc. (Nasdaq: RLYP) with a Buy rating and $63 price target after the Centers for Medicare & Medicaid Service added Veltassa to its calendar year 2016 Formulary Reference File on Thursday.

Analyst Ed Arce noted that the current FRF includes all three dosage strength of Veltassa listed on the label (8.4, 16.8, and 25.5 gram patiromer packets). The analyst views the decision by CMS as both positive and early, with initail expectations calling for a March decision. The decision will allow for reimbursement to Medicare Part D prescription drug plans (PDPs) that adopt Veltassa on formulary.

Arce said that, accordign to the Kaiser Family Foundation, there are 886 PDPs available in CY16 and Relypsa sees about 60 percent of the 3 million-plus Veltassa-eligable patient population being covered by Medicare

[craig76]

http://www.cmlviz.com/cmld3b/lite.php?number=1059&app=news&cml_article_id=20160211_RLYP

[BigGreen101]

Yep, they added more to their pile to now be over 5%.

[scottsmith]

Buy right and hold tight.

[Rogerthat1]

13G. Black rock stake announced AH

[TuiTui509]

Sell the news action today. Heavily loading at 19.00-20.00 level. This will be over 25.00 by the weekend.

[BigGreen101]

That punch line for sales is for the 10K filing coming in the near future. Moreover it may be a complex number - prescriptions wrote vs reimbursement by HMOs. However, Veltassa is getting traction and the product sales should only improve. IMO

[crudeoil24]

Relypsa Veltassa black box warning could be lifted, says Oppenheimer
Oppenheimer says that Relypsa's DDI data was positive, and the firm is "cautiously optimistic" that the black box warning on the company's Veltassa drug could be lifted in the wake of the data. The firm keeps a $55 price target and Outperform rating on Relypsa

[crudeoil24]

Company reluctant to address potential revenue growth of product in CC. We will see what happens today. Should see some good upside momo. Pre-market is solid.

[etcetera]

(ll) $30 coming next week

[Btown]

It's already trading at 21.53 do you mean 31-32

[BigGreen101]

A short squeeze may happen... lets wait to see what the action is today.

[value1008]

If we get one of those gorgeous, crazy "bull raid" shortsqueezes, we could see Big Momo Money coming in and just repeatedly frying shorts as they keep entering and re-entering at higher and higher levels.

Not saying this WILL happen but it could over next few days.

We've all seen it with certain biotechs on these super-tiny floats.... where the trading volume spikes to 5x, 10x or 25x the float-size itself in a single day.

Remember AQXD, NVIV, KBIO, ABEO, AVXL, TPIV, PBMD as big money poured in and kept frying shorts as the stocks rose 3x - 10x. AQXD went up an astounding 55x in just several trading days.

Again, not saying this will happen with RLYP but with that tiny float if the momo crowd comes in and keeps buying, this could skyrocket much more than many people think.

[BigGreen101]

No, not that high. But it would be nice to be closed to $30/share. We might go higher once the 10K CC is done next month. JMO

[ciciagt]

Thanks for the additional "color". I'll check later and see if the CC is archived so I can listen to it. Should be a good day tomorrow. We'll see....

[otcmoneydoubler]

I..SUSPECT..WE..COULD HEAD..BACK..TO $35-$42 TOMORROW.

[BigGreen101]

From the expert (former FDA member) on the CC call, it is actually 11 of 12 to be correct, since the mean of two drugs were within the 80-120% range.

The outlayer is an antibiotic that is specifically known to bind calcium. Also, the drug concentration in the serum would be above the concentration needed to kill most bacterial infections. Very good CC call overall.

[BigGreen101]

Just finished listening to the CC. Very positive news about the drug-drug interaction study. Someone asked about sales, but was not answered directly. Indicated "positive" outcome on patient prescriptions. All the data will be discuss during 10K CC next month.

Overall, I learned a lot this evening with how the FDA works. I have a feeling tomorrow will be a very good day for RLYP PPS.

[ciciagt]

(RLYP) Is Climbing On Phase 1 Study Results1/25/2016 4:52 PM ET
Relypsa Inc. (RLYP) announced Phase 1 results after the bell Monday which showed that there was no clinically meaningful reduction in absorption for nine of the 12 drugs being tested when Veltassa was administered at the same time. The study was evaluating potential drug-drug interactions between Veltassa for oral suspension and 12 drugs that had previously demonstrated binding in in vitro tests.
Relypsa traded in a range throughout Monday's session and closed up by 0.01 at $19.62. The stock is now up 0.92 on 858K shares after the bell.
by RTT Staff Writer
http://www.rttnews.com/2603661/relypsa-inc-rlyp-is-climbing-on-phase-1-study-results.aspx

[otcmoneydoubler]

RLYP ON THE MOVE.

[value1008]

Great news out with 8-K on DDI study. CC at 5:30 pm ET.
This essentially means that the selloff on black-box warning from FDA was entirely overdone and baseless.

[value1008]

Take a 6th straight down day for the XBI biotech etf, the ridiculously tiny float for RLYP that exacerbates these up-and-down moves, and that bearish report from Elliot Flavus (who the hell is he?--Adam Feuerstein declared he adds nothing new to the bear view of MS analyst Andy Berens) -- and you get the kind of panicked capitulation (and fantastic buying opportunity, imo) seen early this a.m.

It would be nice to see RLYP close above its 50dma today (presently at 23.35), but since this week the stock seems for some reason to be closely tracking (being pushed around by) the XBI and general markets, we'll have to hope for a bit of a market rebound unless RLYP finally (and sanely) decouples from the markets.

[value1008]

Pre-mkt trading XBI is down again and so is RLYP, right around the (rising) 50dma, which today should open at ~23.35. Uggh. But at least this may finally be support / a bottom on the recent sell-off / correction / fibonacci retrace.

[DeafTrader2]

SKULL AND BONE CT ORDER !!! GAGGED FILINGS .....

[value1008]

Deaf, for another view, listen to Shinobinc from YMB, who posted today, regarding the CTO (confidential treatment order) mentioned in the filing:
-------------------
I believe it's related to the Form 10A/Q filing yesterday. If you review that Form, it's clear the details of the SNY "detailing" agreement were excluded from public review. I believe the CTO ensures that anyone (i.e. prospective bidders) who sees the SNY "detailing agreement" details won't/can't disclose them to the public at large. In short, this is absolutely related to BO [buyout] discussion due diligence. This does NOT guarantee a BO is going to happen, but it's very clear that real BO discussions are underway with a party or parties.

[DeafTrader2]

RLYP is walloped down toward below the support line due to the SEC filing came out today that spooked and scare the sht out of them to sell. Maniac selling spree occurred. So Il buy it again later on tomorrow .. i dont trust the filing came out for private release ... insider perhaps facing a hostile take over by another bigger whale company. Not sure if safe to hold it ... Too risky right now...

[value1008]

No. The XBI multi-cap ETF was walloped hard today, at one point this afternoon it was down 5.3% to $63.53. That's a big plunge for a nonleveraged ETF for an entire sector! The XBI fell lower than its LOD on Oct. 22, but XBI has thus far in late afternoon rebounded back well above the closing price on Oct. 22 ($64.05), which should be a sign of support.

RLYP, having broken its 26dma support at 25.38 had to find new support, and it appears to have found it in low $24s, which had been the resistance area in late Nov - early Dec. Below that is the fast-rising 50dma, which should be above $24 in just several days.

[DeafTrader2]

What's with RLYP today ? Pull Back Hard Today ! Does that translate to a hostile take over rather than buy out from bigger blue chip company ?

[BigGreen101]

Down day. Lets hope for some positive momentum tomorrow for RLYP!

[Canoepaddler]

Word getting out,...http://www.nephrologynews.com/hyperkalemia-drug-veltassa-now-available-for-prescription/

[Canoepaddler]

http://www.bloomberg.com/news/articles/2016-01-03/shire-said-in-advanced-talks-to-acquire-u-s-drugmaker-baxalta

Things appear to be heating up biotech. Bodes really well for RLYP IMO based on the very recent and legit talk of a buyout.

[tmeier]

That's the next stop but the last stop I hope is a buyout.

[tmeier]

That's the next stop but the last stop I hope is a buyout.

[Canoepaddler]

Added this morning. $35 next stop IMO.

[crudeoil24]

End of year profit taking by the tutes!

[tmeier]

Owns alot more shares though!

[tmeier]

I'm loaded here should be a good investment!!

[Canoepaddler]

Bought in here today. Nice company.

[Rogerthat1]

Orbidmed sold half a million shares around $28 per form 4 out AH

[BobaFred]

http://finance.yahoo.com/news/relypsa-announces-veltassa-now-available-133000402.html

[tmeier]

Not yet hopefully soon but may have to wait a couple months for something tangible to happen.

[kingsransome]

Buyout news leaking???? $$$