Replies to post #1235 on Ardelyx Inc (ARDX)

[Cosa]

Agree. It looks fabulous! Would need to tread carefully if it reaches mid teens, market cap would be at $3 billion. Expected is just some number someone made up based on an estimate of possible patients. AUPH had same expected rev and is no where close. But that is not a great comparison since Xphozah is not some specialty drug that needs to go through so many channels. Diagnosis is much easier as patient numbers are taken regularly to monitor their condition.

I sold shares on and bought calls earlier this year which worked out really well. Also added January $2 and $3 calls. Looking forward to exercising those.

[Whalatane]

Benny ARDX is a BP buyout candidate like Relypsa was for hyperkalemia ( high serum potassium ...except in this case with Xphozah its high serum phosphorus )

https://www.viforpharma.com/us/galenica-completes-acquisition-relypsa-strengthening-vifor-pharmas-position-cardio-renal-therapies#

Xphozah will be a fairly inexpensive drug with clear unmet need ( unmet need in that adherence to current phosphorous binders is dismal ) .
Xphozah is an easy add on drug for a Co like Vifor Pharma based in Switzerland ( about to bt or is bt by CSL )

Kiwi