Replies to post #1437 on Talphera Inc. (TLPH)

[Whalatane]

Re Defencath .

..Central venous catheters (CVCs) are often used as the first-line vascular access for incident hemodialysis patients, especially in acute or emergency situations that are more common in hospital settings.

I was at a patient Xmas party once ( favor to wife ) ...hospital dialysis unit ...Patient with an exposed central venous cath sat down at my table and asked me why he was " stroking out ".
He thought I was an MD ...quite an experience .
Don't see it being used much in regular dialysis ( non hospital ) units ...JMO

I'm not much of a believer in the retire with solely dividends view pt.
I have had fairly large positions ( for me ) in MSFT , AMZN for decades ....and have been buying BRK-B lately ...so more growth orientated

Biotechs are an interesting side spec ....hopefully we will see updates on TLPH's trial and UNCY's NDA filing soon .
My wife is interested in IgAN ...big issue for some of her patients .
VERA to report key data in Q4

Just have to be patient with biotech ...wait for the data

Good luck
Kiwi

[Whalatane]

RMB. I listened to TLPH's presentation and my take was
1) This trial is going to take a lot longer to complete than I anticipated .
2) Even when approved their drug will be included in the dialysis bundle since its used during the actual dialysis process ...so it may be a hard sell as CMS caps each dialysis payment and dialysis co's get to keep the difference between what its costs to dialyze some one .....and what CMS pays .

I lowered my position and are now more interested in VERA, UNCY and ARDX in the CKD space .
Good luck
Kiwi