UniCycive Therapeutics Inc (UNCY)

[Whalatane]

I usually ignore what Co's tell you ...and look at their balance sheet ...net loss's per qt etc .
I've been reading up on the dialysis bundle and how MD's charge Medicare for drugs they prescribe .
My understanding so far
Say OLC is kept out of the dialysis bundle and charge $1,000 a month for their OLC .
It would be a tier 5 drug so patient copay would be roughly 25% ( $250 ) a month with Medicare paying $750 a mth .
Co then offers a $200 coupon to the patient ... Patient then only pays $50 ....BUT ... Medicare is still paying the remainder $750 a mth

This only works if the new oral pho binders are kept out of the dialysis bundle . The bundle is a fixed payment dialysis centers need to operate in ...paid per patient dialysis . Theres no room there for new Brand drugs ....within the existing dialysis bundle

So ...thats the play ... out of the bundle or bust
JMO
Kiwi
PS Great Point Partners disclosed a 9.9 % stake recently ...Is this a new stake ...Anyway you can find out