RAYALDEE/Europe

Bagger, forgive me, but this is exactly the kind of post that, well, baffles me. First, you implicitly discount future impact for Opko (which Jake rightly and accurately countered in his follow up post), and rationalize it by making frankly short-sighted assumptions about what Rayaldee means to Vifor. For heaven's sake, Vifor Fresenius is a globally premier company in nephrology. AND, for the love of money, they paid a sh*t ton of dough upfront to Opko for the right to sell the drug. This isn't chump change. Not Invented Here? My goodness, if that's your assessment of how Vifor looks at such business partnerships, then you should.....reassess. Now, my second point, and additional source of frustration. You say, "....I'd assume they are rolling out..." No, please don't assume. No one on this board has any idea as to how or when Vifor will market and sell Rayaldee in Europe.  To paraphrase Jake, and I agree with him, things appear to be done/near done, but we really don't know where Vifor is in the "launch process." While that process has seemed interminable to me, we should indeed assume that it is very pregnant, and ready for birth. Rayaldee better not be a "small, Not Invented Here, piece of their marketing plan." If that's the case, then Frost picked the wrong partner. And I don't think that he did. He understood that Rayaldee would be very important to Vifor, and I'm sure is expecting their best efforts.