Keryx

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Re: Keryx

Berichtdoor alles kan beter » 25 Mei 2018 15:51

vlot uit de startblokken vanmiddag. hopelijk een keer aanhouden..
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sanderus
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Re: Keryx

Berichtdoor sanderus » 26 Mei 2018 16:09

Vraag mij af waarom we de IMS cijfers niet meer te zien krijgen. Het zijn deze die we moeten hebben want de IDA groei is bijna enkel zichtbaar via IMS.
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Re: Keryx

Berichtdoor sanderus » 28 Mei 2018 18:47

Date Short Interest
5/15/2018 17,867,841
4/30/2018 18,489,224
4/13/2018 20,267,195
3/29/2018 21,560,766
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Re: Keryx

Berichtdoor alles kan beter » 29 Mei 2018 09:52

Analysis Focus: KERX
We have followed Keryx (NASDAQ:KERX) for a while now, and we note the following developments in the last few months - sNDA approval for Auryxia in IDA patients in NDD-CKD, (iron deficiency anemia in non-dialysis-dependent patients with chronic kidney disease), withdrawal of guidance, EPS miss, poor sales figures vis-a-vis expectations, and finally, the CEO departure. We also note that this $600mn market cap company has $141mn in cash, almost $94mn burn rate, and no other drug in its pipeline. However, Auryxia's stated potential is huge; a $2.2bn market potential in hyperphosphatemia in DD-CKD patients (first indication) and now another $2.8bn IDA in NDD-CKD (second indication). That about sums it up.
The company recently presented its open-label investigator-sponsored study at ERA-EDTA in Copenhagen. The test results are of Auryxia (ferric citrate) in patients with advanced chronic kidney disease (CKD) in late-stage non-dialysis dependence. Some doctors are interpreting the marginal statistical benefit for the Auryxia over Standard of Care (SOC) regimen as a significant indicator that not only shows improvement in terms of biochemical parameters but also in terms of delaying the need for dialysis.
The results are doubtless good indication of the efficacy profile of Auryxia. Although this was an open-label study at just a single center, the results do show that there's something in the drug that is helping reduce the need for renal replacement as an ESRD option. Further investigations are certainly warranted, and shareholders will certainly sense a buyout opportunity here somewhere.
However, until the company can cut down that terrible burn rate; and most importantly, really deliver on Auryxia sales in the two currently approved indications - and/or expand their nonexistent pipeline a little bit - a buyout would be a surprise.
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Re: Keryx

Berichtdoor believer » 30 Mei 2018 07:07


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Re: Keryx

Berichtdoor alles kan beter » 01 Jun 2018 15:17

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