Folks, yesterday, in my reply to Michele, wrote and asked Michele..
“IMO, the stock price has been and continues to be “hostage” to ongoing hidden and unscrupulous machinations. Still trying to understand why exactly is KERX’s pps at $4. Do you have any clear understanding, because I sure don’t.”
Poster Anonymous interjected with the following reply..
“@fred because sales have been slow. Investors see potential dilution on the horizon.”
my reply to Michele went on to read...
“will get to poster Anonymous and address his reply, actually, will “knock its head off”. It’s quite the CROC but, not only that, potentially quite telling.”... to which poster Anonymoys replied..
“Cant wait til you "knock its head off". Because thats the story, period.”
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“that’s the story, period”? Says who? Sounds like that’s Anonymous’ story and he’s sticking to it. Well, he better get stronger glue, because it doesn’t stick.
Folks, Anonymous’ 2 replies can be broken down into CROC and very telling. “Sales have been slow”being the CROC part, and “Investors see potential dilution in the horizon” being the very telling part. Let’s first address the CROC part.
Like have been saying ad nauseum, the “hooligans” attempt to push scripts #’s down our throats, day in and day out, and there’s a reason for that. The reason being, the underlying “screenplay”, scripts #’s, is at the center of creating an “alibi” for what could be a “bogus” 31/2 years. The objective to promote and develop such an “alibi” is directed at reconciling and tying-in to poor mgt. and stock performance while in reality, so goes the hypothetical, it’s all by design and part of “a plan”. If you come to the understanding, so goes the hypothetical, that the Keryx story and end game, “a plan”, was designed years ago and that Auryxia/Fexeric was always meant to replace Renvela/Renagel, than you understand that true commercialization development of Auryxia could not take place until Renvela generics hit the market. Then and only then, NOW, with Renvela generics in U.S. market, is when Auryxia is set to be truly commercialized, truly launched, in a phase-out of Renvela and phase-in of Auryxia. In other words, true commercilization of Auryxia during the past 31/2 years could not take place as it would aggressively compete with Renvela before its time, therefore defeating and dismantling the entire purpose and design of a “a plan”. This is why, so goes the hypothetical - why the sales & marketing apparatus has been haunted with irregularities and disfunctionality from the outset i.e. slow launch, slow sales team development, and toxic sales mgt. culture driven by the ex-Tony Chambers resulting in sales team discontent, low morale, low motivation and, most importantly, high turnover, all part of an underlying dysfunctional tactic employed as an integral part of sales disruption, a “plan”.
So goes the hypothetical, the past 31/2 years have not truly been about sales & marketing development, but rather about groundwork development, i.e. getting mgt. team in place (seemingly by design, ex-Sanofi, ex-AMAG etc.), payor coverage, office expansion/renovations, increased head-count, EU approval and Fexeric groundwork development in countries of Western/Eastern Europe, manuf. agreements, etc. etc. AND of course, a KEY variable, IDA approval. Sure, you’ve had a sales effort and getting the word out but, so goes the hypothetical, very controlled with a calculated pace of growth leading up till today, “a plan”. You see, folks, so goes the hypothetical, slow scripts growth/sales and mgt. incompetence has been at the center of providing an “alibi” for just about the entire sequence of machinations during the past 31/2 years including pps movement/debacle to where it sits today, short interest movement vis a vis short trade operation generating massive profits for the “powers”, manuf. interruption, guidance withdrawals, etc. etc. How else can you explain an ongoing horrific performance for years, as clearly evidenced by where the pps/market cap of the company sits today, while hefty compensation and bonuses/awards and mgt. team remains in place, office expansion to 27,300 sq. feet with multi-million renovations, increasing head-count from +/- 50 in 2014 to approx. 226 a la Big Pharma wide organization structure as per zoominfo. How can you possibly reconcile IDA approval coinciding with pps debacle to the 4’s and remaining in the $4’s for 5 months? Ahh, scripts #’s and mgt. incompetence goes the “alibi” of a potential organized “collusive “operation” 31/2 years and running, while the short trade has succeeded impeccably and the long trade has failed impeccably.
Sooo, now poster Anonymous attempts to explain Kerx’s pps at $4 with “sales have been slow” haha. Whatever happened to strong q over q scripts growth and the linear graph “to the moon Alice” that is employed so much. Ohh, I see, 180 degree turn, NOW, pps at $4 due to “sales have been slow”. Nevermind that with scripts #’s much lower, the stock price was at $8 going back a while. LOL
Thats was the CROC part of Anonymous’ reply, let’s now address the very telling part of Anonymous’ reply - “Investors see potential dilution in the horizon”.
All IMO............. continued
AI
