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Whalatane

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Whalatane

Re: rosemountbomber post# 1829

Monday, 08/04/2025 8:55:35 PM

Monday, August 04, 2025 8:55:35 PM

Post# of 1838
Sorry ..yes I saw the report on VRTX ...no position
I'm stunned ARDX sold $25m of Xphozah with no / little access to Medicare ..in Q2 ...90% of the dialysis population is on Medicare .
It makes me want to go very long on UNCY when I see for certain , the road to approval ...as they will have 100% reimbursement on Medicare for at least the first 2 yrs
ARDX's number for Ibsrela were great

Kiwi
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