Tag archive for ‘patiromer’
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 is facing two major uncertainties. The launch of its first drug Veltassa (patiromer) began in December, 2015 so that the Company is fighting through all types of reimbursement and formulary access hurdles with managed […]
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 offer for all outstanding shares of ZS Pharma common stock at a price of $90 per share. This values the Company at $2.7 billion or $2.5 billion if you subtract out $200 million of cash […]
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 investment thesis for ZS Pharma is the sheer size of the opportunity for treating hyperkalemia. In my recent report, Effective Treatment of Hyperkalemia Promises to be a Multi-billion Opportunity, I provided a framework for […]
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 annual addressable market could be in the tens of billions of dollars in the US. Two emerging biotechnology companies have almost simultaneously developed effective drugs for hyperkalemia. Relypsa’s patiromer could be introduced in […]