Keryx Biopharmaceuticals Inc fka KERX

[FredKerx]

Link at bottom is for article titled, “Net Budgetary Impact of Ferric Citrate as a First-Line Phosphate Binder for the Treatment of Hyperphosphatemia “, Steven M. Brunelli, Scott P. Sibbel, and Glenn M. Chertow as co-authors. At end of article it reads as follows..

Acknowledgements

The authors acknowledge Abigail Hunt, PhD, of DaVita Clinical Research for medical writing and editorial support.

Funding

Funding for this study and for medical writing support was provided by Keryx Biopharmaceuticals, Inc.

Conflict of interest

Steven Brunelli is employed by DaVita Clinical Research. Scott Sibbel is employed by DaVita Clinical Research. David Van Wyck is employed by and owns stock in DaVita Inc. Amit Sharma was an employee of Keryx Biopharmaceuticals, Inc. at the time the study was conducted. Andrew Hsieh was an employee of Keryx Biopharmaceuticals, Inc. at the time the study was conducted. Glenn Chertow has served as a consultant to Keryx Biopharmaceuticals, Inc. for work related to the design and oversight of clinical trials, and for service on an advisory board. This study and subsequent manuscript development were funded by Keryx Biopharmaceuticals, Inc. Medical writing support for manuscript development was provided by Abigail E. Hunt, PhD, an employee of DaVita Clinical Research.

https://t.co/GRNxSidT98
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Seems close ties have persisted between Keryx and DaVita throughout the years. Makes sense, DaVita potentially a necessary component, integral part, of “building a leading renal company”, to compete effectively with Vifor which is hooked-up with Fresenius - make no mistake, Vifor Fresenius is THE formidable competitor of “building a leading renal company”.

AMAG’s Feraheme, which just received IDA expanded indication, would be positioned to compete directly with Vifor’s Injectafer. In U.S., Injectafer sold US$311 million in 2017 versus US$227 million in 2016 (37% increase). But get this, in 2017, Vifor designated Injectafer as one the most important growth drivers in U.S. (and Europe) deciding to further increase commercial resources toward building Injectafer into a blockbuster. In Europe, Ferinject (Injectafer in Europe), sold US$363 million in 2017 vs US$298 million in 2016 (22% increase). Rockwell Medical’s (RMTI) Triferic, would be positioned to play a role as only FDA approved drug to replace iron and maintain hemoglobin during every dialysis session.

Folks, if you’ve been paying attention to sequence of events, along with price action, short interest, etc., in other words, developments on all 3 fronts, power play involves taking control of KERX, AMAG, and RMTI at CHEAP (so goes hypothetical), and “building a leading renal company” needs to come together soon. Vifor Fresenius is moving forward aggressively, time is of essence. Vifor’s phosphate binder, Velphoro, increased sales by 48.6% in 2017 to US$85 million. The global rollout of Velphoro has continued with launches during 2017. As of
Dec. 31, Velphoro is registered in 39 countries and available in 24. (i.e. approved in Mexico in Oct. 2017 and Canada in Jan. 2018). .......AND, as you know, in the U.S. (and Europe), Renvela generics now in full throttle mode.

Now, unfortunately, my good german friend AnfuhrerMitwut, seems to have been shaken-up a bit by “French” RSUs and, as a result, has allowed the “hooligans” to momentarily blur his thinking and get the best of him. LOL (j/k Anfuhrer).

In all seriousness, so goes hypothetical, KERX common investors are “hostage” to an ongoing and hostile power move which, after years of a major cluster &$#% having to withstand everything thrown at them including the kitchen sink, in the “grand finale”, common investors are potentially facing getting one last major reaming (unimaginable) with the value of their shares being deeply short-changed.

ALL the above, in my opinion.