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… 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… 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… Relypsa: Comments on Possible Outcomes of ZS-9 PDUFA DateI have previously written that the Veltassa launch sales figures are not likely to excite investors for some time. However,… 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… 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… 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… Relypsa: Comments on Takeover RumorsReason for Report Relypsa shares surged from about $15.00 at 1 PM on Thursday April 7 to close at $24.34. This… 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… 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… Relypsa: New Buy Recommendation on Relypsa (RLYP, Buy, $14.98)Investment Thinking in Brief 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… Initiation Report on ZS Pharma (ZSPH, Buy, $40.97, Subscribers only)ZS Pharma Investment Thesis The most important piece of the… Effective Treatment of Hyperkalemia Promises to be a Multi-billion OpportunityKey Points There are no effective treatment options for long term treatment of hyperkalemia (high potassium levels). |