News Focus
News Focus
icon url

Whalatane

05/17/26 9:47 AM

#3247 RE: greenbackisback #3243

RA Capital is IMHO very likely to hold well into 2027 ...assuming approval.
They will want to evaluate the uptake of OLC in the US and any potential changes to TDAPA coverage ...will TDAPA be extended to 3 yrs of 100% Medicare coverage from the current 2 .
RA Capital will want to see what kind of deals can be made with Fresenius and DaVita to get OLC onto shelf space in the dialysis clinics and wether or not OLC will be offered to patients to try out ...or will Fresenius and DaVita just default to ...." Renvela is what we have so Renvela is what U get " .

Meanwhile its the next 30 days ...see my note to Stumble
I'm at the 75%-80% likelihood we get approved this time however it's a binary risk . Stock will tank if we dont get approved , so know your risk tolerance .
JMO
Kiwi
PS I should note ...if RA Capital sees OLC being blocked in the clinics ...they will probably reduce their position