Affymax (AFFY -66.67%) is starting 2013 in the best way possible and recently announced a deal with dialysis provider DSI Renal. Its drug, Omontys, is being used in dialysis centers, including some managed by Fresenius Medical Care (FMS 4.53%), and Affymax shareholders hope that the company can secure more lucrative deals in the coming months.

Despite Omontys' dosing advantage, however, biotech stalwart Amgen's (AMGN 0.60%) drug Epogen is still a formidable competitor in this space. The head-to-head competition for these anemia drugs is far from over, and, in the following video, health care analyst Max Macaluso weighs in on the debate.