I sold most of my UNCY immediately on the results . Obviously markets wasn't buying what the Ceo was trying to sell during the CC. Re crowded binder market ...it's mainly generic Sevelmar ( Renvela ? ) I think and some on Fosrenol . 80% of dialysis patients are on Medicare / Medicaid and can't use the coupon and most won't pay the $700-$800 monthly copay ....unless Co comes up with a different plan for them 20% of dialysis patients can use the coupon ....so theres your low hanging fruit.