UniCycive Therapeutics Inc (UNCY)

[Whalatane]

Opinion by Dew who I think is ex Harvard Med

Member Level
Re: Whalatane post# 252682

Thursday, July 25, 2024 10:04:04 PM
Post# of 252696
ARDX/UNCY—As noted earlier, the reversal of the "Chevron" doctrine by the US Supreme Court should give the plaintiffs in this case a decent chance of prevailing, IMO. Absent the reversal of Chevron, the lawsuit probably would not have been filed.

The reversal of the Chevron doctrine has received a lot of criticism from various parties, but here we have a case where two (arguably) deserving drug companies are clear beneficiaries.

So I think UNCY has the most upside should ARDX prevail against the CMS as Dew expects .
ARDX is spending the legal $ ...UNCY gets to ride along for free
Should ARDX prevail ....Both ARDX and UNCY will have niche markets since they are competing against generics ...however UNCY's OLC is more effective at lowering serum pho and is likely to be less expensive ...so any legal win is likely to be a huge plus for UNCY .
JMO
Kiwi