Relypsa

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Based on this morning's news, it's pretty obvious who has the good drug and who has the dog. Good luck Relypsa, no one is buying what you are selling. Pharma has done their DD and they have spoken.
 






You are clueless. If you understood the disease state and knew what info in s clinical study really mattered, you would know you don't have much to talk about.

There's room in the market for both products. ZS 9 will not get a better indication....do your due diligence buckeroo.
 












anonymous said:
Based on this morning's news, it's pretty obvious who has the good drug and who has the dog. Good luck Relypsa, no one is buying what you are selling. Pharma has done their DD and they have spoken.
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Just like Sanofi did their DD when they bought Genzyme for over $20b, just because a company buys another doesn't void the risk/reward as history proves there are more examples of failures than successes in the M/A arena. ZS9 has issues as seen in trials and will have to see what the FDA has to say about that with the final label, of course assuming ZS9 will get the approval.

Don't count your chickens before they are hatched.
 






So now will all the ZS people work for AZ? They thought they were all getting into biotech startup and now they will be just another big pharma. Watch and see if Sanofi may buy Relypsa. Their CEO said in call they are focusing on acquistions and partnerships.
 












anonymous said:
Wow. You are all pretty sensitive about your product being called a dog. The truth hurts doesn't it?
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There is no doubt which drug has a higher value proposition in the marketplace as of today. In fact one is valued significantly higher than the other if the data comes about even half way positive tomorrow. Folks who are much smarter than all of us and have an expertise in M&A, Medicine, Clinical, and R&D have looked at both products and have decided ZS9 is by far a superior product. IMO the data tomorrow as ASN should be positive as AZ folks have seen every bit of data on this product available and don't think they would invest 2.7B for a drug with poor data.

All you Relypsa freaks can continue to defend your product on this silly website but my money is on the experts who have 2.7B riding on their research and expertise not some newly hired pharma rep and a small dinky phamra company. Good day!
 






anonymous said:
You are clueless. If you understood the disease state and knew what info in s clinical study really mattered, you would know you don't have much to talk about.

There's room in the market for both products. ZS 9 will not get a better indication....do your due diligence buckeroo.
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Shwwew. Thank GOD you posted here. I was waiting since Sept for a pharma rep from Relypsa to post their thoughts on this topic.

Now that you have clarified everything and you have spoken I can make my many many important decisions. Thank you thank you thank you for posting here and providing us with your NON-BIASED high level of expertise in this market, on both products, and the inner working and processes of the FDA. We can all relax now that the newly hired Relypsa pharma rep who is new to the company, disease state, marketplace and approval process at the FDA has spoken!! Thank you! FINALLY!
 






anonymous said:
Just like Sanofi did their DD when they bought Genzyme for over $20b, just because a company buys another doesn't void the risk/reward as history proves there are more examples of failures than successes in the M/A arena. ZS9 has issues as seen in trials and will have to see what the FDA has to say about that with the final label, of course assuming ZS9 will get the approval.

Don't count your chickens before they are hatched.
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Well spoken, bravo on that. $2.7b is chump change for big pharma. ZS your the chump now, heard interviews for sales positions are now on hold. AHHH FUCKING HAAAA.
 






anonymous said:
Well spoken, bravo on that. $2.7b is chump change for big pharma. ZS your the chump now, heard interviews for sales positions are now on hold. AHHH FUCKING HAAAA.
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Pretty sure you heard wrong about the interviews.

Doesn't matter because some big pharma will gobble you up too. However, you will make NO money on your stock AND you will be unemployed. At least the ZS DM's made out like bandits.
 






























All that is left is phase 3 hiring. The first 2 groups of hires are already in place. You can take my comments for what they are worth, but I was called for both job opportunities at Rely and ZS. I really don't want to continue calling on cardiology so in the end I didn't move forward with either. I did however speak with several cardiologists and one national renown nephrologist and they all resoundingly told me if I were to go for either job, to take the ZS opportunity. It's going to be a better drug and he had first hand knowledge of the clinical trials. Again, I have no vested interest in either company, I'm just sharing what my research told me. So don't crucify my comments because you can take them or leave them.
 


















anonymous said:
so glad I dodged relypsa and interviewing ZS Pharma and excited!
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First 2 groups of Hires are managers and specialists who will be focusing on academics, hospitals, thought leaders
I would bet the "reps" will be put on hold so that they can fill in from AZ. That's the way it always goes. AZ is an awful company to work for so the opportunity may be bright for ZS9 but it will be big pharma down the road. ZS would have been great as a small biotech from the ground up. Now it will be AZ any way they try to spin it
 






anonymous said:
First 2 groups of Hires are managers and specialists who will be focusing on academics, hospitals, thought leaders
I would bet the "reps" will be put on hold so that they can fill in from AZ. That's the way it always goes. AZ is an awful company to work for so the opportunity may be bright for ZS9 but it will be big pharma down the road. ZS would have been great as a small biotech from the ground up. Now it will be AZ any way they try to spin it
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Agree with posting above with the exception of hiring of reps being put on hold and backfilling from AZ. This will absolutely not happen. If this were the case you would see massive resignations as son as the payout took place.

Many folks at ZS not looking forward to becoming part of AZ for sure.
 






ZS9 may not even be approved in May. Presentation yesterday at ASN was not good.
Long term study not completed till end of summer and high edema and HTN may call for more studies. Let the games begin
If you want more info go to the Yahoo boards for both Relypsa and ZS
 






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