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Expert Financial Analysis and Reporting

Galenica to Acquire Relypsa for $32 per Share (RLYP)

Galenica has announced a tender offer to acquire all shares of Relypsa for $32 per share which on a fully…
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Relypsa: Company Releases Veltassa Launch Metrics for May (RLYP, $18.14, Buy)

Investment Thesis

Veltassa continues its slow but steady launch. The May results were in line with my projections and I…
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Relypsa: FDA Issuance of a CRL for ZS-9 is a Significant Positive (RLYP, Buy, $18.50)

Investment Thesis

The receipt of a CRL for ZS-9 delays its possible approval by perhaps one year or more which substantially…
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Relypsa: Comments on Possible Outcomes of ZS-9 PDUFA Date

I have previously written that the Veltassa launch sales figures are not likely to excite investors for some time. However,…
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Relypsa: Analyzing April Results of the Veltassa Launch (RLYP, Buy, $14.00)

Investment†Overview

Investors are closely watching the launch progress of Veltassa following its December 2015 introduction. Medicare and managed care have set…
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Relypsa: Update Following 1Q, 2016 Conference Call (RLYP, Buy, $14.15)

Investment Thesis for Relypsa

The investment issues for Relypsa are complex. Its key drug Veltassa was launched in December of 2015…
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Relypsa: Analyzing March Results of the Veltassa Launch (RLYP, Buy, $17.60)

Investment Perspective

Investors are closely watching the launch progress of Veltassa following its December 2015 introduction. Medicare and managed care have…
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Relypsa: Comments on Takeover Rumors

Reason for Report

Relypsa shares surged from about $15.00 at 1 PM on Thursday April 7 to close at $24.34. This…
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Relypsa: It Is Early Days in the Launch of Veltassa but the Momentum Seems Quite Strong (RLYP, Buy, $13.46)

Investment Perspective

Investors are closely watching the launch progress of Veltassa follwoing its December 2015 introduction. Medicare and managed care have…
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Relypsa: An In-depth Analysis of Early Results of the Veltassa Launch (RLYP, Buy, $13.26)

Investment Perspective

Relypsa is about two months into the launch of Veltassa, its first product. There was a time (several years…
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Relypsa: New Buy Recommendation on Relypsa (RLYP, Buy, $14.98)

Investment Thinking in Brief
I am beginning coverage of Relypsa (RLYP)†with a Buy recommendation. At this point in time, the stock…
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ZS Pharma: Astra Zeneca to Acquire ZS Pharma at $90 per Share-DARN (ZSPH, $90)

On Friday, November 9, 2015 Astra Zeneca entered into a definitive agreement to buy ZS Pharma in an all-cash tender…
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Initiation Report on ZS Pharma (ZSPH, Buy, $40.97, Subscribers only)

ZS Pharma Investment Thesis
The Hyperkalemia Market Opportunity is Huge; There Are No Good Current Drugs

The most important piece of the…
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Effective Treatment of Hyperkalemia Promises to be a Multi-billion Opportunity

Key Points

There are no effective treatment options for long term treatment of hyperkalemia (high potassium levels).
My research suggests that the…
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