UniCycive Therapeutics Inc (UNCY)

[Whalatane]

My response to Dew on the biotech values board
Dew. Re the Kidney Patient Act , dialysis bundle and their impact on ARDX and UNCY .
Dialysis providers and dialysis patient groups are against CMS's endeavor to include oral phosphate binders in the dialysis bundle starting Jan 2025.
Dialysis providers are against this move primarily because phosphate binders are not part of the dialysis process and they feel storing , managing and dispensing of these drugs will be cumbersome , expensive and they aren't prepared for it .
Dialysis patient groups are against it as including the new oral pho drugs will limit their use and stifle further innovation .

Keep in mind that dialysis providers get to keep the difference between what the govt pays per dialysis and what it costs them to provide each service .
For private dialysis co's it's a huge incentive to use the cheapest pho binders the patient can tolerate ....if oral pho binders are in the dialysis bundle .

CMS monitors to see if changes result in lower patient care . Theres not the same effort applied to seeing if patient care has improved.

I have been buying ARDX and UNCY after their recent drops .
These are purely speculative plays on the Kidney Patient Act passing and the Oral pho binders being kept out of the dialysis bundle for at least another 2 -3 yrs .
Info only ...NOT investment advice
UNCY is likely to disappear if Oral pho drugs are included in the dialysis bundle and ARDX will live on a smaller version of itself based on their Ibresla sales
JMO
Kiwi