Akebia Post-Selloff: Revenue Dynamics And Upcoming Catalysts

2026-01-13 13:21:42 ET

Thesis: Vafseo post sell-off

As you know, Akebia Therapeutics, Inc. ( AKBA ) makes money mainly via the commercialisation of Vafseo. It's an oral therapy approved for the treatment of anaemia due to chronic kidney disease (CKD) in adults receiving dialysis. Recently, the company has focused Vafseo purely on those receiving dialysis and has opted to discontinue efforts to get the drug approval expanded to non-dialysis patients. This was a big change for the stock; many others saw Vafseo's expansion as one of the key catalysts for the company. In my previous coverage , I tipped that we would see a pretty big inflexion in vafseo but with the market pricing out the potential of non-dialysis patients, my buy call is down about 53%....

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