Fellow investors, in GENERAL, let’s review key points of a hypothethical scenario which have discussed at length, so a great number of important details omitted at this time.
Last 4 years, “a plan”, finely calculated, by design, laying groundwork for Auryxia (Fexeric) while “closely managing” sales development ($92.8 million in 3 YEARS???), amassing big profits for “controlling powers” via short trading operation, and manipulating stock price - end game, goes the hypothetical, build renal company to replace blockbuster phosphate binder Renvela (once generics on market) with added blockbuster IDA potential market, competing effectively with giant player in space, Vifor Fresenius. Later incorporated, based on research leading to many connecting dots (Keryx/AMAG), is AMAG’s Feraheme AND women’s health portfolio, and hypothetical scenario always considering Sanofi as m&a suitor and matching giant player (women’s health being of interest to Sanofi).
More recently, past 4 months, hypothetical scenario considers power play to gain deep majority ownership of Keryx at the cheap by “controlling powers”, reason why pps has been held “hostage” below $5. All along, from the start, Baupost (with Abrams surfacing later) being the major controlling lead player on the investor side.
However, yesterday the hypothetical scenario incorporated yet another variable into the mix - an assertion/BELIEF that Sanofi has undisclosed ownership in Keryx (and AMAG) via 3rd parties/institutions investing on its behalf. If this be true, the hypothetical scenario becomes finely tuned, as it would further explain short interest activity and further support the underlying key points in terms of Auryxia replacing Renvela, and Sanofi as the m&a suitor and matching giant player to compete with Vifor Fresenius. As common investors, and after years of being dragged thru the “muds of hell” with this investment, imo, we are at a critical juncture where. IF the hypothetical scenario has validity, nothwithstanding the continued manipulative activities by the “controlling powers” to gain increasing majority ownership, imo, the end game is near given that the coming together of a renal company to replace Renvela with Auryxia/Feraheme and implement a frontal competitive operation vis a vis Vifor Fresenius, needs to happen soon. Generics cannibalizing and Vifor Fresenius moving forward aggressively.
As for poster Dave, imo, time and time again, he has proven to be, let’s just say, highly suspect. For those of you paying attention over the years, yesterday morning, and evening, it was clearly put on display, yet again, with bogus statements, terribly flawed posts, geared towards confusing, distorting, and misleading. The gwells/Yoshka Saucon Valley stay thirsty masquerade, conceived from an operating area with bad coffee, doesn’t jive no mohh. haha
ALL, in my opinion..
