In a follow-up post, poster Yoshka/gwells goes on to share...
“Just received an email from Amy at Keryx. She was concerned that misconstrued something she related to me. She related that the commercialization team for hyperphosphatemia was only in place for three months prior to launch and that they have been in preparation for IDA launch for 2 years, Sorry for any misunderstanding.”
So, 3Q2017 quarterly cc on Nov. 7, 2017, guidance withdrawal coincides with IDA approval, sub-$5 going on 5 months, sub-$5 to coincides with tax loss selling - and Holmes comments that guidance withdrawal responds to..
“As we stated in our press release, given approval and the potential of the additional indication on future prescription demand, net dynamic surrounding Auryxia’s payer mix and prescription demand in the third quarter, we are withdrawing our 2017 financial guidance.”
WOW, guidance withdrawal given IDA approval and potential of additional prescription demand, yet, as per poster Yoshka/gwells, IR communicdated that...
“they have been in preparation for IDA launch for 2 years”
Nothing makes sense - outrageous!..
ALL IMO
