Biotech Values

[Whalatane]

Thx Dew but in biotech I usually try and stay in an area where I or my wife has some first hand experience .
With SWAV ...I had had an angioplasty ...there was coronary plaque build up ( I'm HeFH ...base line LDL of 312 ! ) but not bad enough to require stenting at that time.
Since I've been on max dose statins since they were approved in 1987 , there was coronary calcium build up which would interfere with stent placement .
I'm not a fan of atherectomy ...( cath drill to reduce coronary calcium ) so followed and invested in SWAV right after their IPO.
Their clinical trials succeeded and the rest is history ...now the preferred go to to deal with coronary calcium. .

My wife is a Nephrology PA and has done some research at Yale .
VERA looks to have a " functional " cure for IgaN . CKD patients that are diagnosed with IgaN in their 40's or younger , know they will have kidney failure / need dialysis at some pt in their remaining life span . VERA has the only drug so far to slow decline in kidney function enough in IgaN ...to prevent / reduce the need for kidney transplant or dialysis for these patients

ARDX / UNCY ....drugs to deal with high serum phosphorous . Dialysis patients hate the current drugs due to pill burden , taste of pills etc etc .
ARDX 's drug Xphozah has been approved but CMS is requiring them to apply for TDAPA which will limit the number of years ARDX can make $ off this drug .....so they have currently refused TDAPA and consequently have been denied Medicare reimbursement .
Chairman of board Mott has been buying shares late 2024

UNCY has IMHO the best new drug to lower serum phosphorous ...1 small pill with each meal ( swallowed not chewed ) and 1/3 rd the cost of Xphozah
Downside of Co is they have limited exclusivity ( 5 yrs I think ) following approval ...but will immediately apply for TDAPA as soon as they get FDA approval .
Question is ...will they do a reverse split by May 1st .

Good luck with ENTA
Kiwi