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HD, did you forget it's a short week in estimating last week's Trx and Nrx?
Looking forward to it. TIA.
HD, can you estimate the TRX @ year end 2015 if NRX goes up say 100 or 150 every week in 2015. TIA.
Interesting story, Chuck Norris take on big pharma:
http://www.wnd.com/2015/01/chuck-norris-takes-on-big-pharma/
Countrywide Whistle-Blower to Receive More Than $57 Million,
http://dealbook.nytimes.com/2014/12/17/countrywide-whistle-blower-to-receive-more-than-57-million/?module=BlogPost-Title&version=Blog%20Main&contentCollection=Legal/Regulatory&action=Click&pgtype=Blogs®ion=Body
I wish there is a FDA whistle blower program. Parks and Colman will be nailed for sure.
Here is the link for the SA article,
http://seekingalpha.com/article/2763345-good-news-vascepa-kept-its-place-on-national-formularies
Thanks JL. Did you flip the ratio by accident?
High EPA/AA ratio is a good thing, right?
Marzan, punished by who?
Dew, which one is a better buy and hold, the parent or the spinoff? TIA.
Ajax, if I were JT, I would accept the FDA compromise over the MLK weekend, collect $150K in cash bonus and look like hero to thousands of shareholders. He'll be forever remembered as the savior of Amarin and propel him to the next big biotech gig.
If FDA could compromise over the MLK weekend, John Jenkins would have certainly compromised last September, at least get that "annoying" BB off its back.
The current fully diluted share count is around 200M, not 250M.
A very interesting seeking alpha article,
http://seekingalpha.com/article/2724345-amarin-the-silence-of-the-lamb
HD, why you have 2015 cash burn of $79M, which is about the same as 2014 cash burn? TIA.
AK, thanks for the detailed reply. Always value your opinion. Good luck and great health to you.
AK, why a big yawn? IMPROVE-IT only shows a 6% reduction and people are already applauding? By the way, have you come across any subgroup analysis of IMPROVE-IT?
STS, no need for 9 more days. The de-listing clock resets once closing price stay at $1 or higher since AMRN hasn't close below $1 for 30 consecutive days.
Ajax, so you think taking an injection with unknown side effects is better than taking a pill with known side effects?
Disagreed. JT is a bean counter. It's against his nature to throw away $45K just to please sharteholders.
BB, totally agree. He and the Herper (or Herpes?) guy.
Don't put too much hope on IMPROVE-IT, which is good for Amarin:
http://www.forbes.com/sites/larryhusten/2014/11/13/improve-it-trial-paper-wont-be-published-right-away-in-the-new-england-journal-of-medicine/
James, to get 4g pure EPA, it costs $90/month from Amazon. Not to mention being forced to ingest tons of DHA and other undesirable impurities.
HD, do you have second thought now on your opinion expressed in post # 27686. TIA.
Look at the potential combo opportunities
1) Atorvastatin-Vascepa
2) Lovastatin-Vascepa
3) Mevastatin-Vascepa
4) Pitavastatin-Vascepa
5) Rosuvastatin-Vascepa
6) Simvastatin-Vascepa
Most of the knowledgeable posters here know the synergistic effect of Vascepa & Statins on lipid bio-markers, with the Atorvastatin-Vascepa combo having the most pronounced effect (I hope Zum still has access to that Statin-Vascepa combo graph which I have trouble finding my copy). Amarin owns most if not all the combo patents. How much does any one of this combo patent worth? Not to mention Vascepa EU right which Amarin own one patent. It's not as bleak as what people think.
Alt, totally agree. Epanova's marketing angle is 2g once per day. AZN doesn't care 15% of its patients shit on their pants. That still leave $850M/yr market to sell to.
Thanks to keystone for Vascepa script info:
10/31/14 SCRIPTS
Vascepa
TR x: 9563 (up from 9492; new all time high)
NR x: 4234 (up from 4186; new all time high)
For comparison...
................Lovaza.........................................Generic Lovaza
TR x:......26,017 (down from 26,353)......52,963 (down from 53,186)
NR x: ....7,558 (down from 7,785)...........23,740 (down from 24,282) Less
The trend is our friend!
According to Ajax, Amarin was close to a compromise with the FDA over the MLK weekend. If he is correct, FDA would certainly compromise with Amarin now.
Freak, it does give us more confidence on the success of R-I trial.
Just remember "RIGHT IS ON OUR SIDE".
Thanks Zum. The good doctor knows what he's talking about. I particularly like what he said about TG:
"“High triglycerides latch onto HDL and LDL lipoproteins, turning them into oily, greasy, appetizing particles voraciously consumed by hungry enzymes called lipases (hepatic and endothelial lipases to be exact). Once lipases devour these LDL and HDL particles, they shrink in size, producing the smaller and dangerous type B LDL.”
“Triglycerides over 150 mg/dL and especially over 200 mg/dL are strongly associated with more dangerous type B LDL. Ignore the outdated ‘normal’ reference range on most standard lab reports that make 150 or 200 mg/dL the cutoff, and instead aim for a goal level of less than 100 mg/dL,” Sinha says.
“High triglycerides have become so common in South Asians that I once had a physician colleague tell me that he doesn’t worry unless the triglyceride level peaks at over 300! I call this high triglyceride desensitization. Just because high triglycerides are common, doesn’t mean such numbers are safe.”
Sinha puts forward a “metabolic 6-pack” of steps for people to follow to lower their risk of heart disease.
They are: 1) trim waist circumferences to less than 35 inches in males and 31 inches in females; 2) drop triglyceride levels to less than 100 mg/dL; 3) raise HDL cholesterol above 40 mg/dL for males and above 50 mg/dL for females; 4) reduce systolic blood pressure (the top number) at or below 120 and diastolic blood pressure (the bottom number) at or below 100 mg/dL; 5) decrease fasting blood glucose below 100mg/dL; and 6) get hs-CRP (highly sensitive C-reactive protein, a marker for inflammation) below 1.0 mg/dL.
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Dr. Ronesh Sinha, the author of “The South Asian Health Solution,” says that insulin resistance “is the predominant cause of heart disease and related conditions in South Asians.”
Frontier, what's your read on ACHN releasing 3422 POC data later this quarter. Is it later than what you expected? TIA.
Dare I say "CAN'T KEEP A GOOD STOCK DOWN"!
Scripts info. from Keystone:
10/24/14 SCRIPTS
TR x: 9492 (up from 9235 and new all time high)
NR x: 4186 (up from 4082 and new all time high)
Let's go Kowa and Amarin sales rep! 10K next.
JL, if Vascepa's CVD reduction is in the 40-50% range, we might have to wait a bit longer for R-I interim analysis, right?
AK, thanks for the answer but I am asking for your opinion not Dr. Ballantyne's. TIA.
AK, in your opinion, should all LDL lowering drugs get approved by the FDA without the need of an outcome trial. TIA.
I thought Niacin is mainly used for HDL raising and not for trig. lowering. Fibrates did show its +ve effect in the subgroup analysis of AIM-HIGH. So all evidence still point to the importance of trig. lowering.
Dew, what's the risk/reward situation with ACHN, i.e. what's the downside if the data is unfavorable come late fall. I guess the upside take care of itself. TIA.
Dr. Sears is not a friend of Vascepa. He is busily pushing his own brand of DHA/EPA fish oil. Otherwise, he would have thrown his support behind Vascepa long time ago if he truly believe his own fish oil theory.
Kiwi, can you double check your timing projection for your statement,
"The bottom line is that if JL is correct ...we are less then a year away from Reduce it being stopped for efficacy",
not according to HDGabor's post#36819. TIA.
Ricardoga, my advice to you is don't rub salt in a wound, go against Amarin. Just remember what happen to Dr. Eric Coleman (RIP).
Right is on Amarin's side.
Ricardoga, you know what? CAN'T KEEP A GOOD STOCK DOWN!!!