CRMD CorMedix Inc

$CRMD I wouldn't be surprised if we, in the coming months, get an announcement about being bought at $40+ @ share. Don't forget that Joe is the one who gains the most if CRMD changes ownership! Bears play with fire on this one. Specially with our strong fundamentals and that the stock already dropped 50%. Insiders dont buy because they cant 😉 Time will tell but either way this wont be this low for long

$CRMD good news: we appear stuck right around here. . Bad news: we appear stuck right around here. . This is a period where share buybacks and management displaying their actions would be helpful. It’s hard not to be frustrated with what seems to be disregard for shareholder value.

$CRMD For LDOs, the economics are hard to ignore: ClearGuard costs roughly $10. DefenCath could add $20–$40 in contribution. If outcomes are comparable, the choice is clear: DefenCath delivers the stronger economic value.

$CRMD In last month's earnings call, they disclosed that they submitted a protocol amendment to potentially increase enrollment in the TPN trial. Appears that the protocol amendment was approved.

$CRMD 0 or 17 won't matter when we reach our true value at $30 a share. Defencath = 71% fewer hospitalizations ClearGuard = 43%. The top 5 centers have signed up, and utilization will only keep growing. DaVita signing so late tells us Fresenius is printing $$$ from their deal, and so are we. You don't like money? Go ahead and sell when we are at our lowest point in years, but with even greater fundamentals compared to the last time we hit $17. Tired of hearing all the people bitching about the SP. Nobody is holding a gun to your head telling you to hold.. You either sit down and enjoy the ride or get the fuck out. For me, this is a no-brainer.

Interesting KCAPA-adjacent datapoint: AAKP VP/Policy Chair Paul Conway was tapped to serve on OPM’s 2026 Presidential Rank Awards Review Board. Conway has also been publicly involved in the kidney-policy discussion around DefenCath/CRBSI prevention. I wouldn’t call this evidence KCAPA passage odds suddenly changed, but it does reinforce that one of the bill’s key patient-advocacy voices has real credibility and connections inside the federal policy apparatus. $CRMD

$CRMD I have invested in many biotechs over the past 20 years and the script never changes. Right before breakout and promising results (Rezafungin prophylaxis here), bad vibe and bad news spread. The subject and motives change but the script is the same. It’s either bankruptcy, delisting, reverse split, trial failure, analyst downgrades, lawsuit, class action lawsuit, Managerial departure, CEO bad rep, change of medical director, etc etc. I have been through this so many times, it’s predictable. I learned to live gnome the noise. This is a great company with great products and the main story is Rezafungin prophylaxis. That’s it.

$CRMD — DefenCath vs Clearguard The evidence base Real Consistent Pattern Residual risk and Relative advantage: -LOCK-IT vs Hymes, indirect residual-risk comparison ~34% -LOCK-IT vs Brunelli, indirect residual-risk comparison ~22% -USRC RWE vs Hymes, indirect residual-risk comparison ~47% -USRC RWE vs Brunelli, indirect residual-risk comparison ~37% -Fresenius RWE/RRI incident subgroup, lower adjusted hazard ~44% -Fresenius YoY Infection Reduction ~23% The numbers are directionally very coherent, Historical DefenCath and ClearGuard studies as well as the direct Fresenius incident-subgroup data and Infection Reduction report imply a possible ~22%–47% relative incremental advantage for DefenCath over Clearguard under strong simplifying assumptions.

$CRMD Sometimes I think it’s the institutional investors who are keeping it below $8–9. I don’t know the reason; the market decides otherwise—in my view, we’d already be at $15.

$CRMD With Institutions Owning 72% of float plus the insiders and stubborn longs if they company used its buy back program down here they can retire more than 10% of shares... Short interest is above 20%... they'd be able to squeeze the hell out of the shorts, Who wants to tell Joe

$CRMD Why the Cap Cannot Replace the Solution: Anticoagulation: The ClearGuard cap releases an antiseptic to kill bacteria, but it does not contain an anticoagulant to prevent blood clotting throughout the length of the lumen. Liquid Displace & Wetting: The design relies on the lumen being full of liquid. As the rod enters the hub, it displaces a tiny amount of the liquid lock solution, which "wets" the antimicrobial coating and allows it to elute properly inside the hub. Target Zone: The antimicrobial action of a ClearGuard cap is primarily concentrated inside the hub (the external connector end), which is where most line contamination enters. The liquid lock solution is still needed to fill the rest of the internal catheter tubing all the way down to the tip near the heart. In short, the lock solution prevents clots and distal contamination, while the ClearGuard cap adds an active bacterial barrier at the entry hub.

I believe the most realistic scenario would be a TDAPA comparable Reimbursement, so whatever the government is reimbursing, Private Sector would do the same TDAPA $140M MAs $140M Inpatient $20M $CRMD Defencath Dialysis Revenues $300M MAs would profit/save no less than $860M from doing so -Also whatever the government is reimbursing is tied Directly to KCAPA and that is another pending leverage

$CRMD Knowing for sure sure the 3rd Drug is $TLPH Niyad Most likely $GMDAQ Omisirge + Aphexda to increase the newly formed Transplant Team efficiency Secondary Options $HRTX Zynrelef + Aponvie (Hospital Heavy) $MRK Recarbrio + Sivextro (Hospital Heavy) Innoviva Xerava + Zevtera (Hospital Heavy) Medexus Grafapex + Ixinity (Transplant Heavy) Meitheal Contepo + Xenleta (Hospital Heavy) Regardless The deal is already signed and pending announcement

$CRMD Typical bear trap, ignore the minor price drop, continue to load. Might be last time we see the 6s if we do...

$CRMD I got some those cheap shares. Thank you to all the sellers down here! Do some reading and get back to me about debt, PE, cash, profit, product, and space! TYA😎🍻🤙🏼

$CRMD My bullish -but-realistic scenario If DaVita represents a meaningful portion of the remaining addressable LDO volume, I'd consider something like: 2026: small contribution 2027: $20–50M incremental annualized revenue potential 2028: potentially $50M+ if adoption becomes broad

$CRMD looks like we have 6 weeks of silence and the ER will be another nothing burger and could drop the share price another 5-10%. He won't know enough to feel comfortable updating on 27' guidance. His speech will be choppy and lack any confidence. Then he will get defensive when questioned. All while saying right 15-20 times...

$CRMD so $350 million in projected sales for 2026, $DVA now confirmed, last earning beat on top and bottom, now has all 5 of the top LDO’s but always pinned to $600 million market cap? Seems very odd I wonder why?

$CRMD The “quiet accumulators” are particularly interesting I’d focus on these five: 1. Marshall Wace — +276.6K / +55% This is one of the more interesting percentage increases among established holders. They went to ~780K shares. 2. HRT Financial — +333.1K / +114% HRT more than doubled its position to ~626K. That’s a substantial accumulation. 3. Hennion & Walsh — +263.6K / +151% This is arguably the most striking percentage increase among the established holders: 438.6K shares, up from ~175K. 4. UBS — +339.7K / +22% Not flashy percentage-wise, but 339,700 additional shares is significant because the resulting position is ~1.88M shares. 5. Royce — +288.8K / +15% Royce now has ~2.18M shares. That’s a meaningful increase in an already substantial position. And then there are the NEW positions These may be even more important: * Armistice Capital: +500K * Bridgeway: +434K * Sixth Street: +618K

$CRMD Used ChatGPT to analyze the relationship between hearing discussion and subsequent bill advancement across a prior E&C Health legislative hearing. Takeaway: airtime was a weak predictor of what actually moved next — markup and package inclusion mattered far more.