N7. I'll do some more. DD as I have time this week . Thx for the analysis ...my energies been elsewhere last couple of days .
Re timing etc . Poster Chromosome on the AMRN board . He worked at ZS pharma and they were competing with RLYP for a new / better drug for treating high serum potassium in dialysis patients . High serum pot leads to heart arrhythmia's and heart attacks .
Anyway ...ZS Pharma's drug was slightly better than RLYP's drug ...but because their production facility was delayed in getting FDA approval .....RLYP's drug was first on the market .
Now RPYP's drug dominates as most ( including my wife who prescribes it ) are familiar with it , has the codes for ordering etc etc .
Pt being ...huge advantage for first mover ...and OCUL will likely be the first on the market assuming efficacy and safety in their final P3 trials .
To date OCUL's AXPAXLI is just as safe as Eyelea and 80% are " rescue free " out to 10 mths ...I'll chk EYPT's drug for comparison .
Feel free to find holes in my analysis . I'm wrong a lot ...cant afford to let any ego get in the way of correcting course when necessary .
Rosemouthbomber ( from AMRN ) is also in a number of other biotechs I'm in ...RZLT , UNCY and ARDX ...all with their own issues and catalysts in 2025
Kiwi
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