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IF all legal avenues eventually appeared to be high risk or unavailable.... are there any compliance issues if Amarin chose to serve as contract manufacture 'broker' (since they have source of supplies locked up) to generics for the U.S. market, and ran full throttle under the Amarin brand OUS? It would be a tough call to yield to generics in this way but it could keep them operating worldwide. I've been in the business of private labeling pharmaceuticals for generics successfully in the past. Still looking for some sort of bold action from mgmt if they have the will to act.... hard to say right now.
Prayers of healing for both
Very exciting, thanks for sharing, there is a way to win this battle and breakthroughs like this could dramatically change the trajectory of dire predictions. Until then please all follow best guidance and don't let political leanings skew your thinking. This battle is bigger than politics my friends.
bravo33
sts66, have you heard anything about possible timing of Type A meeting - from SR or any other source? Where AMRN pps is right now even word of a scheduled meeting would breath some air into its lungs. Thx, bravo
Obviously not an investor, stay away from any security that ever goes from high to low because it might not go high again.... ROFL... very amateurish my friend.
Science, sentiment, investment bankers and pps seem to be contrary to the opinion you hold. Need to project balanced arguments to appear credible imo. Good luck on whatever you invest in my friend.
BRIG, actually no analyst ripped AMRN. A slight correction to a provocative if entirely wrong proposition...
When are ATP 4 guidelines expected to issue? Thx.
The Clown on CNBC about to talk about biopharma acquisitions...
Lovaza is falling flat on its face, Niaspan is racing it to the bottom. GSK is crying for help and their is only one place to go. Everyone in BP knows it and is waiting past AdCom for first move to be made. In meantime scripts growth is steady while Anchor is coming right along. Much good my friend.
Lovaza not being supplied, scripts sinking to lowest levels posted in years while Vascepa continues it's march to domination. Facts are incontrovertble. GSK knows the future and it is not DHA-laden. They won't give up a $1B business without leaping to something that can replace it. Longs have it right.
When is outcome of AdComm settled & disclosed? Thx.
China syndrome, afib, Fuson relationship . . . seems GSK has a way of turning every situation to their disadvantage. Not sure they deserve Amarin and Vascepa.
Thanks Atlas, I'd invite all who are putting down this drug, its efficacy and the company that developed it to shut up just long enough to read what real people with real problems are praying for.
sts66, great visual to show relative gains. It's crazy to think we have to plan investments in 2015 so carefully but it is the way the game is played. Thx.
Looks like you already got good advice from several here.
Just took a quick look. Jan'14 7s and 10s look decent, and if you believe in Vascepa then just about any Jan'15 (goes up to 22 strike) is worth looking at. Best Jan'15s for my money are 15s and 17s - but you need to adjust your buys based on how aggressive or conservative you want to be. Right now I own Jan'14 6s, 10s and 15s as well as Jan'15 8s, 12s, 15s and 17s (equally distributed).
Sure, if you own Jan'15s and we're so fortunate as to see a BO, say, January 2014, then the premium will run right up so strike plus premium are within pennies of the BO price. It will stay there unless counterbids come in. As long as your Jan'15s with premiums paid are at or below the BO price you're in the money and can close calls to cash out. There are others on this and other sites more learned than me on options but I think that answers the question.
You are right on 1millman. I've been adding calls out in Jan'14 and Jan'15. IV's are decent, values are maintaining well and now I have the luxury of sitting back, letting science and IP roll in, watch as scripts increase and await deal(s) that will kick this BB drug and investment into the stratosphere. No doubt, shorts know this and are just trying to extend their stay as long as possible. Yes, you understand.
I think she's in the wrong business....
Agreed. SR instablog on topic this afternoon.
Proof that AMRN is immune to OB updates now - resistance, soon to be support at 5.60 with not even a blink due to OB exclusivity delay. This is being measured by a different yardstick these days, no longer at effect of monthly cycle. Aug CC, AdComm and Anchor are squarely in future sights. Outstanding.
You're too good for them BioBill,,,,,
Going, going, gone green....
KC - what do you estimate the incremental % coverage related to Anthem when that goes T2? Aetna brings in considerable volume today. Thx.
bravo33
Very nice funnygi2, appreciate the thorough recap. Very similar to my conversation with JB yesterday. Best.....
Good call Ajax. Trended on ST on average volume and .01 red. Only in Amarinland.... the weekend!
In addition to 4129, L and N were both down vs. prior week's pop. Vascepa is gaining market share. Dinosaurs L & N are feeling the heat, preparing for extinction.
Amarin Announces Positive Results of Phase 1 Clinical Trial Measuring the Bioavailability of a Fixed-Dose Combo
Raw, true, wake up one morning and find some outstanding combo news... gold mine.
Outstanding sales my friend
PFE is so big I have a hard time thinking business dev involving AMRN could be responsible for the volume increase... but $1B+ per year - and maybe well over that with ANCHOR and REDUCE IT - could move the needle. Combo targeting Lipitor might have the power. We'll see.
BioBill - are there any residual effects of the Zoetis stock deal (PFE stock exchanged at rate for ZTS stock) have anything to do with this? The majority should have come earlier, as it was widely announced in late May. What are your thoughts?
bravo33
A bit naive - your guru JC has generated videos on how to do it and not get caught. Hate to crush yr rose but MMs call it sport.
Correct. MMs & HFs have shares to control mkt. Spot on.
DannyO, 15 weeks of growth and outpacing Lovaza at same point in launch...that's why only forced plays by MMs are keeping stock down. DD required.
NewMoney, provide some evidence for 'insiders' claim.
Thanks for the perspective on combo. Yes, somehow we need to tie WS compensation to thickness of IP package, LOL. I wasn't aware of the Lovaza combo attempt/history. If that was the major 'trigger' for the Reliant acquisition then it rises substantially on my BP Meter for Vascepa. When I'm feeling discouraged I settle down with a stack of combo data charts to remind myself of the significant impact Vascepa has. You've reminded me that BP has been down this path before. Now with Vascepa they'll come out a winner.
BioBill - Can you say more about the value BP will place on AMRN's NOA for '899? WS will value it if BP sees a near term revenue upside in my opinion. So by you saying WS may not notice it tells me BP may not think AMRN can convert IP into scripts sales anytime soon. Wouldn't it actually open things up for more including generic manufacturers to 'bolt on' Vascepa to their statin offering? Thanks.
BioBillionair - still feeing positive about prodrug basis for NCE Yes in May?
Guess it must be a very late lunch today, given the greenness of our favorite investment. It's not coming back down my friend.