UniCycive Therapeutics Inc (UNCY)

[Whalatane]

Some quick Sunday am notes
1) I find this board to be very high quality ...in respectful debate and quality of DD . So thx everyone.
2) When thinking about buy out ....consider the patents .
Main patent is a composition of matter patent that expires in 2031 .
This favors CSL Vifor instead of Novartis as CSL Vifor is usually more comfortable with a shorted patent life vs Novartis and because of their partnership with Fresenius ...can ramp up use in dialysis clinics far faster than anyone .
3) What UNCY needs to do is flood the dialysis clinics with free samples as soon as approved ...the Lipitor sales tactic .
I'll let you look that up.
4) Once in the clinic , clinicians like my wife will hand it directly to the patient provided UNCY has prepped the heads of various Renal Depts .
This is important .
UNCY needs to present at any and every major Renal conference they can between now and June 29th .
Theres a story I have about approval of a serum potassium drug ..Veltassa ...which in brief ....I owned Co RLYP , Valtessa was approved but wife wasn't prescribing it . I asked why not ...her answer " Head of Dept hasn't OK'd it "
Head of Dept goes to conference ...does a big deep dive into Veltessa with RLYP chief medical officer ...comes back as says ..."OK start prescribing it "
It was like a light was switched on
5) Dialysis clinics get small rewards ...and small punishments related to patient care .
If they show more patients achieving serum pho goals on OLC then they are more likely to receive $ bonus's from CMS
6) The free samples ...and lots of them ...will give potential buyers an indication of how fast the uptake may be ...knowing they will be fully reimbursed by Medicare at least for 2 yrs starting some time in 2027 .
So flood those clinics with free samples
7) The faster the uptake the higher the premium CSL Vifor and especially Novartis would pay . Because Novartis normally wants longer patent life ...they will need to see very fast uptake to make a serious offer ...JMO
8) CSL-Vifor because of their partnership with Fresenius are in a very strong position ...they control 40% of US dialysis clinics and most of EU clinics . But if they see rapid uptake they won't want to lose OLC to Novartis .
9) A complete GIA is likely to be a disaster for UNCY and strongly doubt the hedge funds that own so much of this Co would allow it .
Their composition of matter patent will have almost expired by the time they made any significant headway in the EU because of the complexity of starting from scratch there .

Anyway ...just my not so quick notes this am
Good luck everyone
Kiwi