FDA ApprovalOLC's FDA approval is expected by its PDUFA date, affirming a buy recommendation.
Market ConditionsThe anticipated FDA approval and commercial launch of OLC will coincide with favorable market conditions due to the expansion of Medicare patient access to phosphate binders.
Patient Outcomes And AdherenceThe P2 study of OLC demonstrated strong patient-reported outcomes, with OLC reducing pill burden by 50%, improving adherence, and achieving higher satisfaction compared to prior phosphate binders.