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Watching Amarin Shares; DealReporter Says Activist Investor May Be Pushing For Sale
BZ Wire
-Financial Times' DealReporter
uspto? JZ was the CEO not JT during USPTO time.
FDA? REDUCE-IT results help get thru the FDA. REDUCE-IT trial was already set in motion way before JT. Give credit to IPE, JZ and Bhatt for R_I success.
Had JT did the presentation this morning instead of KM, it would take twice as long and delivered less than half of the content and clarity.
Hope all is well with poster "postes". Haven't heard much from him on this board lately. I am sure KM's performance this morning would put a smile on postes.
9, JT only had two accomplishments during his 10-year tenure: hiring KM and secondary at $18. I have all the confidence in KM. He will deliver shareholder value.
"Amarin had no say in this", that's not what lizzy said.
one, totally agree! Denner's buying trump Baker's partial selling.
9, Denner is an activist, i.e., agitate management to try to get the company sold. He most likely will continue to build AMRN position, especially if he knew he would get support from IHUB bagholders' over 20M shares holding. Infringement suit will play itself out and Denner's activist effort could be running in parallel.
As mention already, Alex Denner, who is a Carl Icahn protege, bought into AMRN in 3Q21:
https://whalewisdom.com/filer/sarissa-capital-management-lp
https://whalewisdom.com/stock/amrn
Ns, but the content is dated.
yud, your negative agenda is painfully obvious, 187 posts and nothing informative.
KM CC tomorrow at 8:30 AM,
https://investor.amarincorp.com/events/event-details/jefferies-2021-london-healthcare-conference
Don't expect much but hope to get a few nuggets of news.
zman, but medicare, which has the bulk of V target patients, does not accept coupon.
Just to remind you that you were wrong with your previous prediction:
"Next week will be worse than this week. Will be luck to hold 3.50 by Friday. More sell ratings coming Monday."
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=166665573
"Doctors in the US have so little time to stay up to date"? What do you call a "Doctors that don't stay up to date"?
But the REDUCE-IT exclusivity won't expire until Dec 2022 (Amarin receive 3 years of protection via new clinical investigation), so unlike the MARINE patents lawsuit in Nevada, it's pre-mature to defend the REDUCE-IT patents now.
Ns, is it your understanding that Judge Andrew is overseeing two trials: patent infringement trial Vs Hikma/Healthnet and REDUCE-IT patent invalidity trial Vs Amarin?
Ns, seems like a 5-day jury trial has been set starting 10/30/2023, does it mean Judge Andrew has decided that the trial can proceed?
Did Prepare-IT 2 enroll any US patients? We already knew FDA's attitude towards trials without US patients.
Biohaven, Pfizer enter up to $1.24 bln deal to market migraine drugs,
https://www.reuters.com/business/healthcare-pharmaceuticals/biohaven-pfizer-enter-up-124-billion-deal-market-migraine-drugs-2021-11-09/
BHVN down $27 off the partnership news. That's why I am always against AMRN signing any partnership deal (Kowa, etc.). I think PFE is saving its BO war chest for more meaningful M&A shortly.
y, one should know the stock price is being manipulated to spread fear by selling only 100 shares and then 1 share at $4.03.
Alm, you made a great point regarding Du's two DEFINITE errors:
1) USPTO did not consider Kura which was patently false
2) Assume USPTO would rule that the ApoB patent be invalid if it had considered Kura which was also false because Du was looking at a cropped table in making such an assumption.
I wish Amarin had smarter legal representation.
Ns, the most logical explanation is the decrease in sales rep, i.e.,
delta TRx = delta # of sales prep * X, where X is the sales rep factor
Old news. Dr. Bhatt presented it 6 months ago.
BBI, I assume you don't have a V script yet. You should demand a V script based on the R-I data. It's your right to prolong your lifespan and health span in any reasonable way possible; getting a V script is a necessary step to achieving that objective.
Can somebody calculate the probability of drawing Newman and Moore combination? I bet it's less than 1%.
Ns, my question to you is why did Judge Andrew waste the time of the Magistrate and all parties involved by holding a hearing by the Magistrate in the first place.
Cap, thanks for the clarification.
But I thought based on your script tracking, the revenue should fall between $155M to $160M, not $142M.
Cap, what do you contribute to the drop in Q3 2021 revenue, drop in total scripts or drop in net revenue per script?
eight, don't worry. It would be a jury trial, if allowed to continue, so Andrew wouldn't call all the shots.
Pdude, so GSK had never marketed Lovaza in Canada?
KM said the following during yesterday's CC,
"There was a magistrate opinion to deny this request for dismissal, then the district judge asked for an actual hearing"
I understand the legal process now after KM filled in the detail yesterday. Seems like liberal Judge Andrew has a pro generic bent.
22,000 German V patients would pay for 300 EU sales reps. It should be achievable in couple months.
Perhaps PFE is only interested in territories with no generic competitions.
I agree but too early to show up in HLS's number tomorrow.
Amarin's European launch 'going extremely well,' says Piper Sandler
Piper Sandler analyst Yasmeen Rahimi keeps an Overweight rating on Amarin with a $19 price target following the company's Q3 results. The European launch of Vascepa is "going extremely well" with 10 dossiers filed ahead of the end of 2021, Rahimi tells investors in a research note. Vascepa maintained its 83% hold on the market, and should see increased uptake with new methods to drive exposure and adoption, says the analyst. Rahimi remains confident in Amarin's execution for the Vascepa launch and uptake.
https://theflyonthewall.com/content_index.php?symbol=amrn&days_back=365&table=none
Not today.
I believe a group affiliated with Cynicalguy is shorting the stock pre-market to create fear. COH over $517M with reduced US expense going forward. ROW will show growth starting the next Q and likely positive legal development soon. With PFE BO still a possibility, a strong buy for sure at the current discounted level.
Amarin just tweet that the earning CC is tomorrow:
https://twitter.com/Amarincorp/status/1455274230396985344
I thought it's Wednesday morning. I bet it's a mistake by Amarin's social media team.