Talphera Inc. (TLPH)

[Whalatane]

RMB. I listened to TLPH's presentation and my take was
1) This trial is going to take a lot longer to complete than I anticipated .
2) Even when approved their drug will be included in the dialysis bundle since its used during the actual dialysis process ...so it may be a hard sell as CMS caps each dialysis payment and dialysis co's get to keep the difference between what its costs to dialyze some one .....and what CMS pays .

I lowered my position and are now more interested in VERA, UNCY and ARDX in the CKD space .
Good luck
Kiwi