|Shares Out. (in M):||92||P/E||-22.0x||50.6x|
|Market Cap (in $M):||1,467||P/FCF||0.0x||0.0x|
|Net Debt (in $M):||-107||EBIT||0||0|
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Crowded competitive PB landscape
Zerenex only incrementally better
Street’s focus on DCs’ financial incentives is largely irrelevant in the pre-bundle setting
So what will Zerenex’s launch look like?
Renagel/Renvela is a good comparable for Zerenex’s drug launch for multiple reasons
If Zerenex’s sales reflect Renagel/Renvela launch, sales will be materially lower than Street
Other headwinds to Zerenex’s sales
Given the importance of price, generic Renagel/Renvela will slow Zerenex sales/adoption
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