UniCycive Therapeutics Inc (UNCY)

[Whalatane]

RMB The potential is over $1B in the US market ...$2B worldwide
I should emphasize POTENTIAL

First they have to show side effects close to Fosrenol ( its bioequivalnt ) in a dialysis population ....pivotal data due Q2 ...next catalyst is the Co announcing the trial is fully enrolled
Then they have to price it so patient copays are reasonable.......something ARDX failed to do with Xphazoh
Note about the trial . Goal is to get serum phosphorous below 5 .
I think they will go slow ( increase dose slowly ) to minimize side effects .

My wife currently prescribes some Fosrenol , and thinks OLC could be a game changer as its one small pill with meals that can be swallowed not chewed .
Patients hate having to chew phosphate binders following a meal. ....so adherence is poor .

Re pricing . Most dialysis patients are on limited income ...they are in a dialysis chair 3 days a week ... 4 hrs at a time ...so 2 of those days are work week days .
So most rely on generics ...Sevelamer for instance ...but hate them as large pills etc etc .
So if approved pricing must be affordable.

Vivo Capital own about 10% of the Co . They are huge in SLNO that I told U about , and also significant position in RZLT ( think I'll start a position )

VKTX ...I have a position in that . Current take over spec , data due soon .

Good luck
Not investment advice etc etc
Kiwi