I'm not an investor in Travere but it's sad to see the continued...

I'm not an investor in Travere but it's sad to see the continued disinformation from certain posters who keep claiming FILSPARI is unsafe, the irony being one of them has the cheek to quote a 19th century poet about truth. Put it this way if DXB put out these types of claims they'd almost certainly be the subject of legal action.
Unfortunately a few on here are looking at the FDA approved "prescribing information" for FILSPARI which anybody can download, and comparing the list of potential side effects with what they've heard about the unapproved DXB200 treatment in a small sample of patients and concluding one is safer. This is a ridiculous comparison. In case you were unaware, FILSPARI already has FDA (and EU) approval for another kidney disease (IgA nephropathy) so you can stop being amazed that they have put the drug forward for approval in FSGS.

Now later this year there are basically 4 scenarios:
1. FILSPARI rejected by FDA for FSGS, DXB200 gets accelerated approval
2. FILSPARI rejected by FDA for FSGS, DXB200 does not get acc. approval and has to complete full trial first
3. FILSPARI approved by FDA for FSGS, DXB gets acc. approval
4. FILSPARI approved by FDA for FSGS, DXB does not get acc, approval and has to complete full trial first

You can decide the likelihood of these scenarios and the possible consequences of each. But it's obvious if DXB get acc approval later this year they need somebody to sell the drug in US, which they currently do not have. Travere has a massive head start as they have been actively selling FILSPARI to nephrologists in US for the IgA disease so it's an easy sell to add the FSGS and own the market. Not "downramping", simply pointing out the obvious and the market analyses being done at present by companies such as mine.