ARDX Ardelyx Inc

$ARDX Ibsrela - TRx up more than average on a 4 week change but that is off a Holiday week, so on an absolute basis weaker than the previous 3 weeks. The Total patients (4 week sum) 3rd highest for the year. NRx weaker than the last few weeks but slightly above average. RRx about what you would expect with a weaker TRx. So over all, an okay but not good week. Hopefully the positive 4 week changes continue. Other than the Holiday week they have been positive since late July and that is what I like to see, so the since July I would say good progress. They were up and down a lot in June and July. Xphozah- TRx Up on a 4 week change nicely. Back to almost the mid Feb-June range when it was very strong. Nicely above last year. RRx very strong actually above all but 2 this year, one being last week which was the highest of the year. RRx about the recent average. All in all not a bad week, not a great one but showing progress overall.

$ARDX Ibsrela TRx down on the 4 week change but about 2% above the Q3 7 day average. NRx reasonably strong but slightly below the very strong recent weeks. RRx reasonably good. So slightly disappointing since it was down on a 4 week change for the first time in a while(excluding the Holiday) but that is off a very strong week which may have been skewed by the Holiday. Xphozah TRx Also down on a 4 week change and just above the Q3 7 day average. NRx strong, RRx a little weak. So again a little disappointing. So while a little disappointing not really a bad week, the comparison was to a very strong week that may have been skewed by the fact that it was right after a holiday.

$ARDX Ibsrela TRx for the quarter very slightly above last quarter. For the week about 6% above the quarterly average and slightly up on a 4 week change basis. NRx great number, nicely above any number this year. RRx reasonable. Xphozah TRx up nicely on a four week change, back to just below the mid-Feb to June range but still nicely above last year. NRx very strong, best of the year. RRx reasonable. Quarterly decently above Q4 and Q1 but quite a bit below Q2.About halfway between Q4 and Q2. All in All a great week for NRx and a good week for TRx. Whether scripts will correlate with revenue depends on how accurate they are compared to actual patients and how different Shipments and GTN are from last quarter.

$ARDX I went to a high writing GI doc in Salt Lake City today. I'm not a candidate for Ibsrela, but asked about it. For reference, I accompanied my wife (also not an Ibsrela candidate) to this same practice about 2 years ago. 2 years ago they said they loved Ibsrela (I published this here) and wrote a lot of scripts for it. Today - I got the same response. I asked both the doc with whom I met with and also with the admin who scheduled my follow on appointment. I specifically asked if was harder to write scripts now than in the past and they said No - it's the same process they've had for years. They know that Ibsrela is 2nd line and they know what paper work they need to submit for it to be approved. Of course, UT is a very small market - but that did give me some optimism that Ibsrela is still doing okay/well and may continue to do so.

$ARDX Seeing a lot of posts hoping the IBSRELA payer issues are resolved by Q3. Just wanted to offer a little perspective from someone who’s spent almost 22 years in healthcare reimbursement, albeit in medical devices. Guys…payer friction doesn’t just disappear in two months. Prior authorizations, step therapy and other restrictions are part of healthcare. Some payers will work with you, some won’t, and others may take months or longer. That doesn’t mean the outlook is bad. It means you have to adapt. Improve prescription fulfillment, help physicians navigate requirements, work with individual payers and keep growing demand. For Q3, I don’t need to hear that payer friction is gone. I want to hear that management understands the barriers, has a clear plan and is seeing measurable improvement in getting prescriptions filled” and focused on continued demand growth! I just think investors expecting these issues to magically disappear may be setting themselves up for disappointment…

$ARDX No offense to anyone but all this speculation regarding the importance of the announcement day makes me think back to when people listened to records backwards to hear the hidden message. 😀 IMO the date has zero significance. GLTA.

$ARDX 12$-15$ stock trading at 3,30$ lol Okk .. buying at 25 cents for the dollar. When will it hit 12$-15$ don't know but at some point market will give the true value. Maybe 1 year maybe 2 years. I am ok with that ... I understand longs from 3-4 years maybe tired and regret not selling at 7-9$ range but this prices don't make any sense... I am very positive within a 2 year period this can be at those prices meaning a 300% return. If you can wait it out stay strong IMO.

$ARDX 1) The first poster, FR-PO0316, to be presented at ASN Kidney Week on October 23rd, is highly significant. It states the following: "Of 942,281 pts, 43% had cumulative HP, ~60% of whom were on PBs. Pts on PBs with cumulative HP experienced a ~13%–58% and ~33%–101% higher risk of all-cause mortality (HD and PD, respectively) relative to pts without cumulative HP." What do these figures mean? Out of 942,281 patients, 43% suffered from Cumulative Hyperphosphatemia (HP)—defined as phosphorus levels exceeding 6.5 mg/dL calculated over the first 6 months—and 60% of these were already taking traditional phosphate binders (such as Sevelamer); in other words, 243,000 people were unable to lower their phosphorus levels below 6.5 mg/dL despite taking binders. The study therefore asserts that maintaining these values ​​above 6.5 mg/dL for 6 months increases the risk of hospitalization and death from cardiovascular causes.

$ARDX I don't know about the rest of you longs, but, at these price levels I am taking some solace knowing that at this point the Mike Raab fan club is very, very small - if it even exists at all. Looking forward to better days.

$ARDX just curious - any longs here since 2022? just trying to find some comfort in all of this

$ARDX I‘d rather see a poster on a real world study titled „How to get reimbursement for an innovative care“. The world effing knows that Tenapanor lowers serum phosphorous. Dozens of clinical trials have been conducted to prove it. This really cracks me up. SP is dropping from one 52W low to a new one on every second day for six months straight, and all management has to say is „look at this poster, where we show the world some old data in a new colorful chart. Isn’t it pretty?“. PhD students present posters at conferences. Pharma companies earn money ffs. It is not that they don’t have more relevant info to share or that there were nothing they could do to improve the situation. They just don’t do it for whatever reason. If I could vote them all out, I wouldn’t hesitate 1 second. Starting with useless Kelliher and his team, followed by Raab and then all the rest. Thank you for your attention on this matter.

$ARDX I hope a buyout happens here. I honestly don't want to have to listen to Mike Raab's voice anymore - that is kind of where I am at 👍

$ARDX love it I keep buying... This company has good revenues and solid position even with some turbulence now... Will not go BK or anything close to it You are buying a 12$ company TODAY based on revenues at 3,10$ or 25 cents on the dollar... I will sell at over 70 cents on the dollar whenever we get there... And let me tell you next year value is not 12$ is 15$ and 2028 is 18$ and 2029 21$. So I am selling if I see over 10,5$ at some point 2027 Over 12,6$ at some point 2028 Or over 14,7 $ at some point 2029 Call me crazy but I will wait very relaxed. At some point .market will give true or close to true value. IMO. Don't be fooled by all the negativity now...

$ARDX Nothing Makes Sense. Crazy put action in Jan. Revenue's. Extended patents. Lack of insider buying. 4 year lows. Its been brought up many times before but this seems like its being primed for acquisition. The Math Ain't Mathing. That would explain why there is no insider buying at these levels. Just my 2cents NIA. Someone is collecting huge money on those PUTS. 🤔

$ARDX Since you are not experienced in the things of the world, all things that have some difficulty seem impossible to you. Trust in time, which usually gives sweet exits to many bitter difficulties. — Miguel de Cervantes Saavedra

$ARDX The thing I will relish most when this stock starts going up again is that the incessant FUD and whining will stop. Money will be a nice bonus.

$ARDX weekly order filled today….still drowning out the negativity on here in hopes Rabb is playing chess while the bears are playing checkers. Have a good weekend everyone

$ARDX no position, but another 10K contract put sale today. That's the 10th time, apparently. the stock's price surge this morning is likely market maker buying shares to offset the puts they bought from the trade. Big premium collection going on assuming price holds above $4 at expiration.

$ARDX Welcome shoppers to our half price sale on Ardelyx. Where you get half price for Ibsrela and Xphozah for free! Big make-up ER coming in a few weeks. Back to 5s imo. Get it while it's hot! Totally

$ARDX fwiw. Reading about AVEO being bought out 3 yrs ago for $15 p share by a Korean firm. A 71% premium. What “sealed the deal” for the Korean pharmaceutical to buy was when AVEO secured a patent runway to 2039 for its premier cancer drug. Ardelyx recently secured a patent runway for first in class Tenapanor to 2042. I guess this is what BP looks for in a purchase: a long period of exclusivity. = To make money for a long time.