$UNCY

$ARDX $UNCY Would be nice to see Raab buy UNCY. ~$188M market cap at ~$7/share) has oxylanthanum carbonate (OLC), a next-generation oral phosphate binder for hyperphosphatemia in CKD patients on dialysis. With PDUFA target date June 27–29, 2026 (weeks away), strong data, and clear synergy with Xphozah (tenapanor), this is a compelling asymmetric setup. Works better together than Xphozah alone and could use OLC in CMS with TDAPA. Offer them $14 @ share. It will get approved as the previous CRL was manufacturing. I am starting a position as I am confident in PDUFA and I don’t see this eating Raab’s lunch as much as making them attractive together as they both work differently. Still strong on Ardelyx and see this as complimentary.