No. of Recommendations: 2
Thanks Neil for the excellent analysis. The competition coming from AZ is not that meaningful as that drug again swaps Sodium for Potassium. It also has more side affects. Plus AZ acquired that drug for almost 2+ billion last year. They certainly see how big the market is and are willing to pay quite a bit to have a drug in this field. Compare that to what is the market cap right now for RLYP.

While you are write about price being low after approval and dilution, I believe RLYP will be bought out by year end. Its a superior drug with minimal side affects and low drug to drug interaction.
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