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Whalatane

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Whalatane

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Re: Watsonturtle post# 1342

Thursday, 10/12/2023 1:20:17 PM

Thursday, October 12, 2023 1:20:17 PM

Post# of 1507
WT. well good luck with both ( ARDX and AUPH )
We seem to be in an Ozempic inspired down draft.....a sell now and ask questions later ...not only in kidney disease drugs but any disease related to diabetes and cardiovascular health as well.
AUPH's drug Lupy seems mainly being used for those with LN and an eGFR below 30 and rapidly declining . Main reason for limited use is push back from insurers re cost of the drug.
Ozempic for CKD will probably be on the market in 2025 so lets hope ARDX's Xphozah finds a market before then.
No position in AUPH
Small position in ARDX
Kiwi
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