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Always amazed when I have talked to medical practitioners and the ignorance about Vascepa.
The mineral oil campaign waged a few years ago by people with conflicting interest did a lot of damage. Amarin should have gone hard with cease and desist letters that demanded retractions in print.
.
Includes my primary care physician.
Thanks North40k. I will read those in a bit and refrain for opining until then.
We have got to get Nunavut on board. I think every single one of those 40,586 people there need Vascepa. Freezing your ass off is very inflammatory.
JR, Ok - fair enough. We can agree on SP of AMRN will (has to) improve before we leave 2024 ✌️
Patrice Bonfiglio, President at Sarissa Capital Management LP
https://www.linkedin.com/posts/missionmattersbusiness_adamtorres-spotify-itunes-activity-7183819370802917376-2O7Y?utm_source=share&utm_medium=member_ios
Jasbg, give it a rest. I was only agreeing that it's possible that this would be a need for funds for him (as a follow-up to my suggestion that Sarissa has a lot of cash to spend). I'm not interested in his personal life.
Freedom of speech doesn’t mean anything unless you’re able to hear/read things you don’t like.
Nope. I'm gonna comment about whatever I want whenever I want. Including your patron saint Denner's personal life.
JR, Of course - you would have to comment on this deeply negative and offensive nonsense - on Denners personal life.
----------------------------------------------
200k shares! A bit weird you dont defend / trust people behind future of Amarin more ??
Tats...Let's refrain from making unnecessary, unproductive comments about Denner's personal life.
Nice. Thanks Dogn. I was trying to find an English version but couldn't find it.
Thanks for that.
Yeah, but not sure how much of his funds were owned by him personally (versus his investors). But that's a valid point.
Yes, Springer is a major publisher in all areas of science and engineering
https://group.springernature.com/gp/group/about-us/health-business
One could only hope. Their original cost basis total was over $110M when they purchased their initial 24M shares and then they have purchased more since getting the new board members. So, they could really buy some 'on the cheap' along with the share BB. Those acts alone could serve to get some additional institutional ownership that we need. So many positive opportunities ahead for 2024 and 2025.
Great news for the heart disease and obesity industrial complexes!
https://www.nbcnews.com/health/heart-health/adults-us-heart-diabetes-syndrome-risk-research-rcna151215
So Sarissa has a giant pile of cash from their ALKS and MRSN sales. I believe the total proceeds were between $350-400M. And I've not seen them make any other meaningful buys. Curious if they could be priming to buy more AMRN when the stock BB starts.
Well this seems like a good development, no? Is that a reputable medical journal?
https://www.springermedizin.de/hypercholesterinaemie/praevention-und-rehabilitation-in-der-kardiologie/triglyzeridsenker-schuetzt-nicht-nur-hochrisikopatienten/27045912
Icosapent Ethyl for cardiovascular risk reduction (apparently featuring recent ACC24 data) published in yesterday’s news section of German SpringerMedizin.de - My expertise
Better informed doctors make better decisions.
The bundled expertise from all specialties supports you in keeping an eye on medical progress and being able to offer the best possible treatment.
https://www.springermedizin.de/
Thanks Capt for the additional requirements info !!
One of the key differences in Canada vs. most EU countries is that in Canada each Province & Territory has its own set of processes and procedures to gain access and reimbursement. They still don't have all on board. They just last week obtained British Columbia.
exwannabe: You should read Amarin’s opening brief (document 15, filed 3/21/2023) as well as the remaining briefs filed in case 23-1169 still pending before the CAFC. The transcript of oral arguments held in early April 2024 is archived. You may discover that what you are saying/opining is not free of controversy in this case.
Agreed........it's kind of like.....DHA is great for the brain...... the challenge is how do you get it to the brain? IF generic V is equivalent to brand V, it doesn't have the same bio-availability because of inferior delivery.
Zip, when generics are approved the PK/PD is evaluated by the FDA to insure they are "the same".
So the degree to which the issue exists, it has been blessed by the FDA. And that makes it a tough argument to make that the FDA is wrong.
Not saying the FDA is not wrong, just saying not an easy fight.
My GP already knew about V so made it easier. Would like to get my wife on it. 10 years younger than me but
she is remission from Lymphoma a couple of years ago and has suffered from Crohn's for many years. Not sure
if V would help. Never know until we do know.
This study is interesting because it shows that higher intensity statins are more effective in reducing LDL-c, and by extension reduces CVD risk more than low-intermediate statins? This assumption has been used often (especially in Germany) to promote the idea that REDUCE-IT would have been less effective if all the patients were on high intensity statins.
However, we know from recent REDUCE-IT findings (ACC24 and others), that CVD RR is significant and consistent regardless of statin type or intensity or LDL-c levels. And… BTW regardless of TG or Lp(a) levels. All of this demonstrates that the MOA for VASCEPA® is along different pathways than traditional LLT’s.
Dare I say it again? “It’s the EPA stupid.” And the EPA/AA ratio.
FYI - I googled to understand when we might get the Appeal decision and got this....
Finnegan
Federal Circuit Basics: Managing the Substance and Procedure of a Patent Appeal
After the case is argued and submitted, the Federal Circuit will issue a decision and enter judgment.64 Written opinions may be designated as precedential or nonprecedential. Additionally, the court may issue a summary affirmance under Federal Circuit Rule 36. Timing can vary depending on the case and the panel, but the average time from argument to decision at the Federal Circuit for precedential patent cases is about three to four months.65 For nonprecedential patent cases, the average time from argument to decision is a little over one month.66 And summary affirmances under Federal Circuit Rule 36 are typically issued within a week of oral argument.67 In 2018, the Federal Circuit summarily affirmed in 42% of its patent decisions.68
JRoon
What are the key difference for how Vazkepa will be marketed in EU vs Canada ?
How big of a difference will these make, in your opinion please
If France, Italy, and Germany eventually approve a reimbursement plan then the EU market is about 10x Canada (equal+ to USA).
Originally Canada had 5+ year revenue goals for Vascepa of 80-100MM dollars
Why will Vascepa sell in EU if Canada sales have been less than stellar
I really was hoping for big win in Canada that would give strong confidence for Europe reapplications
TIA
Epadel 900 has a much higher dosage does it not? Copied from your link.
Dosing schedule (How to take this medicine)
·For improvement of ulcers, pain and coldness associated with arteriosclerosis obliterans : In general, for adults, take 600 mg of the active ingredient at a time, three times a day, right after each meal. The dosage may be adjusted according to age or symptoms.
For hyperlipidemia : In general, for adults, take 900 mg of the active ingredient at a time, twice a day, or 600 mg at a time, three times a day, right after meals. If the triglyceride level is abnormal, the dosage may be increased up to 900 mg at a time, three times a day, depending on the degree of abnormality.
This medicine contains 900 mg of the active ingredient in a packet (45 capsules). Strictly follow the instructions in any case.
Nice job RT...... I need to try asking mine again....... last time I asked, I had to tell them what V actually was.
Asked my GP for a prescription for Vascepa at my annual physical exam even though I do not
have any indications other than being over 65. Asked for a DAW.
CVS charging me $9.
My prescription coverage is through UHC
Happy to pay this price...hope it stays the same
the description says "granular" form. Is Vascepa granular or powder form?
Out of curiosity, how are the generic EPADEL pills packaged?
Epadel is in gel caps with individual doses packaged in a high barrier foil packet. Most likely MA inside the packet too. There's more than one way to skin the oxidation cat and Mochida went the packaging route vs loose pills rattling around in an open to atmosphere bottle with a thicker gel cap. So you really cant say if Mochida would be on par with Generic as it's a different system entirely.
https://synapse.inc/medicine/11513/Agents_affecting_metabolism/EPADEL_S900
True, I've been saying it for years.
Amarin has the patent on its superior encapsulation, which affords better lab and clinical results than the encapsulation that generics are using.
This introduces the question of whether generic V is really "biosimilar" to Vascepa!...It is something that Amarin or a BP that acquires should explore.
North, I agree. That was my point. HLS is not doing this at the behest of Amarin.
HLS is in trouble, and they need to drive revenue and cut costs as much as possible.
If PFE were the potential prospective buyer, there would be no reason for HLS to end its Vascepa partnership with Amarin...It would need to be another BP that has expressed significant interest in buying Amarin.
Of course, we retail shareholders would be last to know.
Reading the HLS PR, the Canadian outfit is terminating the agreement with PFE for its benefit, not Amarin’s benefit.
Public may share its views on competition in the healthcare industry with task force HCMC, Healthcare Monopolies and Collusion, by contacting:
HealthyCompetition.gov
DOJ antitrust division has formed a task force to investigate monopolies in healthcare sector, per CNBC-TV.
I wonder whether that investigation will help share price of AMRN in small cap sector.
We had similar issues when we co-promoted with Kowa early on. They weren't selling enough to offset the royalty.
But Amarin has no control over how HLS sells their products. Why would HLS do this for Amarin's benefit?
Thanks Capt. So is their encapsulation roughly the same method as generic IPE?
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