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On this I agree. Publicly health nightmare with lives on the hands of the officials for withholding more so than the lives lost from any unfortunate blood clot related or unrelated loss. Also..just the number of people that were on the fence and now off because of the pause. Ridiculous. I would not have done what they did given the facts I am aware of. And if there hidden facts....holy crap!
Lem
Too bad. That’s not a monopoly. Ya had the ANDA since 2016. BASF was right there willing and waiting for all to see. Too bad. Anything to POST about that?
Lem
While I’m not a conspiracy theorist...I am absolutely dumbfounded by the lack of adoption of V for the masses thus far. I am hopeful EU and UK pump the stuff out. And I believe they will. Here in the US...it’s general apathy. WTF? 1/3 less strokes. 1/4 less MI. Significantly less CABG. 25% less death. What the hell. It has to be a insurance co BP and physician conspiracy. I’ll tell ya I’m not included in it. This is a miracle drug and karhim needs to talk biggly tomorrow I appreciate endorsements from academic societies but shit...V is better than TPA for strokes!!!! It will save more morbidly and mortality overal (per year) than TPA. Wtf? Geebus. The world needs a come to Geebus moment here in regards to V. It’s evaporate and NEJM REDUCIT and failed strength and cardiolink and mitigate and prepare it and cherry and JELLIS. Wtf?
I’m loosing it!
Lem
He makes the point that there are 13 other suppliers. But it costs time and money to get them up to snuff with FDA and to be able to supply meaningful capacity. That is not Amrn fault. Too bad for em. You gloss over this.
Word! Top notch! Frivolous law suit. Part of me just wants to reach an agreement with all the generics and another part wants them to all get their deserved karma. I’m so conflicted. Let em all burn to the ground along with the lawyers that took up this case. Sorry marjac. I’m jaded by opportunistic/perhaps vindictive (although that would imply they had some standing...vindictive the wrong word) persons who bring me down to their level and mad at myself for going there again and again. Not you of course. You fight the good fight worth fighting.
Lem
Alarm set for 0415. Let’s get an upgrade or two following the call.
And then mitigate interim results. I expected them before April 30. Boom time! And those mitigate endpoints are substantial...granted there may be not enough time to show the diff. REDUCIT pulled away more and more as time went by. And likely is still pulling away if they following such. But if they see signals already...it’s gonna get fun again. My only I concern is I’ve not had a cold or even really seen a person with a cold in over a year. Thank god for the other endpoints.
Lem
How bout we at least get one of AMRN’s ANALysts to comment on if they still see the US market as completely cannabilized by generics by 2023? Can we get a mea culpa? Too much to ask from the ANALysts? Does this lawsuit not confirm complete loss of US market is a fallacy?
Ya beat us down saying US market is at least 80% gone by 2023 or even 2022 and yet here we are. 90% of US market intact. No sign of generics anytime soon gobbling up more than 11k scripts a week and yet we still being held down by this false narrative. Share price hammered by consortium conjuncture yet not elevated by current reality or new future outlook....
Lem
Agree. Silly. Desperate. I just don’t see why they all can’t get along. It has to be their greed. ( they being generics). They want the whole pie now and it’s not even been in the oven for but a minute!
None of this makes good economic or business sense. Let amrn build the market. Sell your 10%. I bet amrn would not even care if the 10% of scripts each year was over the marine N addressable population as long as sales of total V and gV kept growing in sync. Can we get some common sense in the playground? Is it too much to ask?
May a shoe drop in our favor just once...and I’m not counting the chance to sell for one afternoon at $26. We all thought $42 was the next stop. Ohhh...to be so wrong and yet so right.
Lem
Kind of shocked ya all are not jumping all over this. We could use a good rumor. Pfizer. There...I started it
In the NICE docket that sts66 posted
The following consultees/commentators indicated that they had no comments on the draft remit and/or the draft scope
Cardiac Risk in the Young Different Strokes Thrombosis UK
Pfizer
PFIZER!!!! Please let it be something meaningful.
Lem
Did you see the bottom of page 22 on the link you provided?
The following consultees/commentators indicated that they had no comments on the draft remit and/or the draft scope
Cardiac Risk in the Young
Different Strokes
Thrombosis UK
Pfizer
What the heck is Pfizer doing in all this? Perplexed.
Lem
Script growth sucks. Sale team worthless. King crab legs good.
Amrn management asleep at the wheel. I’d prefer a Tesla autopilot to the current state of AMRN leadership. And we sadly know how that tends to end.
Lem
Perhaps I’m not being clear...for every life their is one death...for every death...there is a cause...each year, the pie chart wheel spins and resets. If v cures all death by stroke and CVD. Well...then the lightning strike people gonna be all in our face. What matters..but not to the insurance companies..is decreased risk of dying in any one year. It’s about decreasing the “N” per year in a static population. There will always be a cause! But increasing the population life expectancy is a win. Of course to you and me...it’s about more time with the kids and grandkids or family.
That’s what V does. It gives us more moments. Perhaps this is the marketing strategy they should employ...pictures of grandparents and kids...would ya like more of these moments?
Coversely...it gives my kid or yours more time with grandpa. Let’s put a price on that. I’d pay all I could to give my son one more day with his papa.
Lem
CVD deaths each year are expected. Ya gotta die from something. For every life there will be a death. The pie chart percentages will change, but the 100% gonna remain the same. Covid deaths are something different.
That website was not recent. With approval it will move fast. You have your opinion. I have my opinion of you. Not much left to short here. Many averaged down. Join the CHOO CHOO.
That is an excellent description. Await your super powers!
Nope...once approval....Takes about three months on avg. your welcome.
“ If NICE finally recommends the drug for use through the NHS, then NHS England is normally expected to fund the treatment within 90 days. ”. The site you mention linked shall be updated as that was the provisional schedule before approval. And NHS just approved!
I really don’t like false narratives. Gtfo.
Lem
She fine. I had a 103.5 with my second Pfizer shot. It was trippy. She down now already.
Lem
Pro vaccine but wife laid up with a 105 fever after second moderna vaccine yesterday. I think she had it way back in feb 2020 when I believe I and my kid had it. He with a fever for 18 days. There was no testing back then. Unless intubated. Thankfully it’s just fever and aches. Really believe if ya had it and ya get the second....hell fire fever breaks out. But not “sick” in any way to be worried.
Lem
We gonna need more countries!
Hmmm 14 cents a country. Are their enough countries to get us back to $26? Mongo needs to sell before capital gains increase takes an extra 20% off the top. I’ve written one big check to the IRS in my life and it sucked. And that was at 20%.
Lem
We need amrn sold this year. I expect if nothing else...Biden’s increase in capital gains just lit a fire under every C suite looking to be acquired!!!!
Lem
Isn’t there a Preston mason study sometime a coming? Did it happen? Oxidation?
2 bill market cap is a joke. Feel the tide is turning and I hope it takes all the shorts (naked or not) with it.
Lem
Agree. It’s like going to the doctor and he is wearing a Speedo. Ummhhh...yeah...I’ll pass.
Cap, one very telling question for AMRN would be...”since you are currently a one drug company..can you tell us if there is a pipeline?” Second part...do you see new indications for V?”
Lem
That well may be the case but it is cowardly and a huge ding on her character...not that I give her much in that way to begin with.
Interesting. Very interesting. We either get denied but merit a more than summary judgment or we got legs!!!!
Lem
Agree. Airtight. We lose this one...well..then I guess the curse is real.
Lem
The Argentine case was very up to the task. Between 5 and 6,000 patients were studied randomly and double-blind (placebo and treatment) among the three clinical trials of a large transdisciplinary team such as ECLA. Healthy individuals who are very susceptible to infection were first targeted, that was the PREPARE IT 1 trial in 2000 individuals, and who were given a dose of Omega-3 and placebo. This study is being completed in the coming days and it will be possible to know if Omega 3 can produce any benefit in terms of preventing the development of COVID positive.
It already exists. It’s called Canada. And most of Europe.
Thank you. Your right. It OI of over 30,000 for June. Volume of under 2,000. Hmmmm disappointed.
Mmm bad data equals bad conclusions. Nasdaq site shows well over 30,000 June open interest calls with the largest volume of 12,300 at a $10 strike. The puts number just 34 total open interest. Interesting.
Went on market beat site. There so few calls out going forward. I don’t know what to think. The volume seems ridiculously low. Saw one date with 870 calls I think at $8. But literally every other combo of price and premium and date had like 0 or maybe 30 contracts. Went all the way to Jan 2022.
Takes 10 minutes for them to update it. Ridiculous
Shame. Shame. Shame.
Lem
Lesser safeguards have been placed on chemical weapons stockpiles. Ridiculous if implemented vigorously. They obviously recognize everyone will someday want to be on V and they no wanna pay. That this is seemingly proactive is interesting since our script growth would not suggest that V sells itself. Maybe they see something coming....Wtf. See...they don’t see cost savings big picture either...just immediate right now cost.
Safest best drug on the planet. V should be fortified into coffee! If ya ask me!!!Oh the humanity of all those poor fish.
Imagine if V mitigated the immune related blood clotting reported in vaccinated patients. We need Kaiser to look at blood clots in patients already on V that got the vaccine. Could probably be done in an afternoon retrospectively....
I feel like I’ve been part of the “schmuck fest” all along. It means something a bit different in English as you probably know.
Let’s see how long it takes em to fix it. I would have had it fixed already.
Assclowns driving this company.
Lem
Redunculous!!! Sub $5 a cruel joke. Ay dios mio!!!!
And I can guarantee that the number of patients that get covid and get a clot anywhere...or just the number of covid patients that die from not getting the vaccine...is far higher. I kind of have to go out on my high horse on this one...first do no harm goes both ways...withholding something overwhelming good is harm. I’d say that of the ER patients with covid presenting to the ER...the number we spun in a CT for PE was low but the incidence of positives was way larger than 2%. We had limited resources. Scanning someone shut down the machine till it was cleaned. I’m a radiation minimalist so maybe my percent positive was higher...but from my colleagues...I heard about a lot of PE’s in people you would never suspect...but they all had covid!!! It’s an inflammatory disease. Thus the potential role of v. And an endothelial disease. Thus the role of v. I’m not saying this as an investor. I loose it all...sucks...I survive...this disease wiped away more wealth and caused more tragedy than the first year of any to date world war.
Lem