UniCycive Therapeutics Inc (UNCY)

[Whalatane]

You guys are something !....you'll take $36 a share ...how about $3 if they totally F up the resubmission and we get another CRL .
Yes that has happened...ZS Pharma for example .

There are a range of possibilities over the next 2 yrs ...... from worst to best
Worst case scenario ...another CRL
Delayed resubmission but OLC approved in July . Net effect is that TDAPA process is delayed so Co does a capital raise ,
Early resubmission ,approved in June , get the first tranche of $ make the July TDAPA submission and no capital raise necessary .
Early re submission , approved in June , gets first tranche , make July TDAPA filing , Co starts process for approval in the EU , Korea , UK and maybe Japan
Same as above but Kidney Patient Act passed in Congress allowing 3 yrs in TDAPA plus 65% reimbursement after 3 yrs .
Jan 2027 ....fully reimbursed in the US and soon approved in the EU followed by UK, Korea and Japan . Major interest from Vifor to replace their Velphoro ...ie they buy UNCY
Best case scenario ....2027 ...Stumblebum regrets taking $36 a share since OLC is now the go to pho lowering drug for roughly the 1 m dialysis patients that need it in US , EU, UK , Japan and Korea

Kiwi
PS Pill burden is a huge issue for these patients .
RMB ...while my wife gets that Vascepa or DHA/EPA fish oil reduces CV risk she said ...trying to get my patients to take an additional 4 caps of a drug on top of the dozen or so drugs they already take each day ...is probably unrealistic
OLC is one small pill , SWALLOWED with each meal , fully covered by Medicare for at least the first 2 yrs AND dispensed in the dialysis clinic from MD direct to patient .
My wife complains often about the scripts she writes that never get picked up ...delays at pharmacy or patient just didn't want to wait for it to..
That won't happen with OLC