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MRK just spent $11.5B cash yesterday buying XLRN so if it ever wanted to BO AMRN, it would use cash, not stock, for sure.
PFE might be pressed to accelerate its M&A plan.
Capt, can you review total Q3 2021 scripts number Vs total Q3 2020 script number, in the upcoming Sunday school? TIA!
Glad it's not Pfizer,
Merck Said to Agree to $180-Per-Share Cash Deal to Buy Acceleron:
https://news.bloomberglaw.com/pharma-and-life-sciences/merck-said-to-agree-to-180-per-share-cash-deal-to-buy-acceleron
iry, take ESPR off your list,
Esperion Announces Agreement with Daiichi Sankyo Europe (DSE) to Commercialize Bempedoic Acid in Europe
https://esperion.com/investors-media/news-releases/news-release-details/esperion-announces-agreement-daiichi-sankyo-europe-dse/
Is it possible if the patients were prescribed statin, then Vascepa, not GV, should be dispensed by pharmacy.
German Vazkepa Poster:
https://www.investorvillage.com/uploads/87669/files/Vazkepa-ad.pdf
Anybody think the 4Ps (Payors, Physicians, Pharmacists and Patients) are currently aiding or resisting the widespread adoptions of Vascepa?
I said "cheaper and more widely adopted treatment alternatives" not "more effective". Any chemical entities ingested by patients aim to improve one's cardiovascular health are most likely cheaper and more widely adopted than Vascepa. e.g., fibrates, Omega3, niacin and even statins which some prescribers/patients think are all they need to guard against CVD.
ilt, CVD prevention is a tough sell because it's a silent disease. It won't kill a person until it's too late. Furthermore, CVD just has too many other cheaper and more widely adopted treatment alternatives than Vascepa. That's why PFE needs to do a test run in Canada.
I hope it's not PFE,
Acceleron Is in Advanced Talks for $11 Billion Sale
https://www.bloomberg.com/news/articles/2021-09-25/acceleron-is-said-to-be-in-advanced-talks-for-11-billion-sale?sref=ZkFd9UXR
FDA obvious not the same as liberal Judge obvious.
Regarding PFE layoff, following is the only thing I found:
https://seekingalpha.com/news/3739913-exact-sciences-adds-former-pfizer-employees-to-sales-team
one, Cramer is pretty plugged in so "might get a bid" should ignite some speculation tomorrow. Anybody good with twitter should post "Cramer said Amarin might get a bid!"
Kiwi, I remember. You had a lower cost basis than me as I bought it after the BO rumor crossed the wire. You are a master of biotech investing, especially in the field of Cardiology and Nephrology.
jas, should be R-I - September 2018.
liz, based on company PR, Vazkepa is available only in Germany at the moment. I'll just let KM do its job and not worry about things that's out of our control.
That's a post that rose will write in the near future.
Kiwi, I'll save cbb some valuable time:
how much Inclisiran Novartis has sold in the US so far = $0 !
Looks like Spain belongs to EU country 6-10.
US Strategies:
"We must engage effectively and efficiently with all 4 key stakeholders in the market. Firstly physicians, we continue to inform and reinforce the unprecedented REDUCE-IT results, the broad managed care access that branded VASCEPA is the only available product FDA approved for cardiovascular risk reduction in at-risk patients with elevated triglyceride, that generics do not have an approval for the cardiovascular risk reduction indication, and that the FDA revoke the indication of older triglyceride lowering classes, such as fenofibrates with statin to reduce cardiovascular risk.
Secondly with payors, we continue to make inroads with additional favorable managed care wins and enhancements that help to validate VASCEPA value proposition in persistent cardiovascular risk. Thirdly, pharmacists, we have been working with major national and regional chains to ensure that CV risk patients obtain proper FDA approved VASCEPA. Many of these major chains have confirmed significant difficulties and disruption as a result of limited inconsistent supply of generic IPE. This disruption has not only caused patients to leave the pharmacy without needed medication, but the pharmacy retailers have faced lost sales.
In addition, we are working diligently within the total prescribing ecosystem to ensure that all references such as the key compendia retail pharmacy systems and e-prescribing platforms used by HCPs accurately reflect the VASCEPA cardiovascular risk reduction indication. And importantly, understand that the generic products do not share this indication, and are limited to lowering triglyceride in patients with triglycerides equal to or above 500 milligram per deciliter, which is effectively less than 10% of the patients in need of VASCEPA.
Finally, with persistent CV risk patients, we are working to efficiently educate patients about the benefits of VASCEPA to drive patients to ask their doctor about VASCEPA, especially when they search out information on statins triglyceride CV risk reduction. We also inform them that VASCEPA is widely covered by Medicare and commercial providers, and that our $9 for 90-day supply copay program for commercially insured patients is still available to them."
liz, KM said, "We previously communicated that our goal is to file 10 market access dossiers by year-end, and I'm proud to report that we submitted these dossiers in 4 important markets. The markets are the United Kingdom, France, Italy and Denmark.", during the last earning CC.
You sounded like a BP BO is 100% guaranteed. If that's the case, why didn't we all triple our positions already.
Kiwi, the lead Investigator of Prepare-It 2 has said that the Prepare-It 2 data will be presented at the upcoming AHA. Also, the following Dr. Bhatt's presentation:
https://www.investorvillage.com/smbd.asp?mb=2294&mn=8694&pt=msg&mid=22365721
"$15 by 2025" is 30% annualized return. If that's not bullish, I don't know what is. Even Buffet is envy of such return.
So no BO speculation on this board until SP rose to $10?
Apologized if posted already (September slide deck):
https://investor.amarincorp.com/static-files/d6b5bb48-f4f6-4d84-b565-37abd27d3f6a
"I’m pretty certain Bakers won’t sign off on that"? The Bakers did sell a few million shares at less than $6B valuation.
BBI, your current view of $35 might not be realistic either.
molnupiravir is an oral form of a potent ribonucleoside analogue that hinders the replication of various ribonucleic acid (RNA) viruses such as SARS-CoV-2.
https://www.clinicaltrialsarena.com/news/merck-ridgeback-molnupiravir-trial/
BBI, that's 30%/yr return. I'll sign up for that if true.
$45M/yr (300-person sales force) to bring in hopefully greater than $600M/year sales sounds like a great plan. While at it, downsize the R&D department too. Nothing useful coming out of that department since REDUCE-IT.
JT just couldn't make any decisions. AMRN would have been sold already if JZ were in charge after FDA approval as JZ sold stocks every chance he got.
I believe NVS was debating between AMRN and MDCO before deciding on $10.7B MDCO BO.
https://www.streetinsider.com/Hot+M+and+A/Novartis+%28NVS%29+Rumored+to+Be+in+Talks+to+Acquire+Amarin+%28AMRN%29+-+Source/15168230.html
postes, you and I are probably the biggest KM supporters on this board. I think our confidence will pay off. KM is really a breath of fresh air compared with his predecessor.
No mention of side effects. That's a great DTC ad.
nnvc has 11.5M shares outstanding compared with 425M shares outstanding for AMRN. AMRN wouldn't have moved much if sames news happen to the stock.
Any pre-market news? Up 5% already on the bid.
I though KM said 200 Euro per 120 caps during the CC.