Replies to post #211702 on Biotech Values

[dewophile]

This is an odd situation. It so happens that anemia in renal disease is caused by both epo depletion and iron deficiency. The drug also happens to address both concurrently.
My hunch is that AKBA stands a good chance arguing that it is epo depletion that they are targeting primarily and the improvement in iron homeostasis is a side benefit, and that they are not intending to use their drug for traditional iron deficiency anemia that you see so commonly in the real world
I've never given the patent issue weight in my FGEN investment - the fact there is some chance of limiting AKBA is just an added benefit and in no way shapes my investment thesis