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ErnieBilco

06/27/24 2:18 PM

#1511 RE: enthalpy #1510

UNCY They just doubled the AS 7 days ago from 200mm to 400mm

I'm buying the drops
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Whalatane

06/27/24 6:15 PM

#1513 RE: enthalpy #1510

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.

Kiwi