Massulo52,

Having been around two remarkable doctors in my dad and my brother, I've learned to seek out the best available doctors when choosing one. I'm sorry, but I couldn't imagine making light of why a doctor should or wouldn't have known about a treatment option. When my health is on the line, I need to know, that I've put myself in the best possible position, and that starts with the right doctor. It's not difficult to source highly accredited physicians with current academic recognition than opting for those who do not.

JMO,
ILT

Cardiologymd,

What is your impression of the Amarin rep who's in contact with your office?

ILT

Massulo52,

Given all the data that establishes efficacy at 4gms, what's with the decision to titrate? I'm a model of good health with trigs that were around 105. I started as "per label" at 4gms for prevention 6 years ago. Titrating with your scores doesn't seem rational? I would love an MD to chime in.

ILT

cicuitcity,

You wrote:

ILT,

what do you mean by
______________________________________
Quote:
It's that Amarin chose to spend less
______________________________________

Answer: Look, bro has 20 years of face to face engagements with reps. The more experienced of the two reps, according to Bro, needs far too much coaching to believe Amarin paid top dollar for reps.


______________________________________
Quote:
you got what you pay for
______________________________________

Answer: Same as above



ILT

I was more or less probing to understand why the rep was failing to measure up? The statement, "just leaving samples behind.." is a metaphor for the actions the rep is not taking. My take is that the rep lacks confidence, and he's all too satisfied with a quick signature and exit. Maybe the rep had a poor showing with a doctor, one who hadn't written Vascepa before, and the experience seems to be carrying over? I don't know? I'm hopeful, that my bro's support will pay dividends for this rep. The point isn't that the reps aren't teachable. It's that Amarin chose to spend less, which translates to a longer ramp.

ILT

Spoke with bro about reps last night. His assessment in the negative direction hasn't budged. I asked him why in general? Answer:"You get what you pay for." On a more positive note: The last couple of evenings we we're together, bro called the managing rep. These were mini strategic training sessions which included, names of key doctors to visit who have successful practices, doctors with affiliations that would lead to greater doors opening, permission to use my brother's name as the referring Doctor, and having to explain, that it's not a good idea to leave the samples with the receptionist and leave. The rep should wait for the doctor to sign for them, while trying to get rapport etc. Bro even made follow up calls to the rep. As busy as bro is, it's truly something that he's added this to his list.

ILT

That's hilarious!

BB,

It's often said that "time kills all deals". IMO, time will only favor Amarin's desirability. For everyday that passes, it's less one days revenue for a BP to realize. They see the weekly script numbers, they know it's growing despite the anticipated label expansion.
The passage of time raises the certainty that Amarin continues to release positive data that broadens Vascepa's therapeutic value. For any BP that can afford Amarin, it's got to be torture sitting on the sidelines watching another company's register ring. "When does it stop?" "Give us an offer we can't refuse, until then, we're off to the races"....

ILT

Where's the Beef?

The quality of the catalyst is not jiving with the price action. Go figure.

ILT

FDA sure is helping to build the case for "urgent' priority review of Vascepa:
https://finance.yahoo.com/news/fd-as-warning-could-impact-global-market-for-cardiovascular-devices-213043563.html

ILT

Doc Logic,

Sorry to barge in here, but imo, your assessment of Linda P is spot on. I believe investors easily dismiss the bigger variables that no management would or could be capable of controlling. The trial has dragged on because the dynamics of what was known historically to assess success has changed. To have the trial fail for ending the trial early against the advice of those running and operating the trial, would be management's fault. We'd see the worst in people come out on the message board and that's a given.

But with a handful of people, Linda has managed to lead an enormously lengthy trial that burns through millions every quarter. How many trial sites are there, 80 hospitals? This is the kind of stuff you'd expect big pharma to coast through. But as a small cap company, the everyday pressures must be enormous. But guess what? we're almost there. There is nothing like the taste of success. That's when all the negative tension goes away. It's not much different than finishing a marathon. It sucks for those who have to stop and fall out. But it sure is sweet as hell to be up at the podium, and richer I may add.

ILT

Drug recalls seem to be happening more frequently these days. I predict Vascepa's great safety profile will tip the scales towards a speedier approval process, especially in this new FDA environment.

ILT

SB,

Point well made. I certainly didn't go into this expecting to walk away at $36. The camp that I was blessed to learn from before AHA, was unwaveringly jubilant of a successful Reduct-it result, and highly supportive, that the PPS will get to three digits, given all the attributes that "V" enjoys.

ILT

SB,

I totally agree with your interest in not accepting a quick double. I think most of us would want nothing more than to get back as much as possible. If I was in my 40's and not 50's, I'd have no problem entertaining another 6 years as a possible exist. Can I tolerate two more years? with great reluctance, yes. Anything more than that is far too long imo.

ILT

Twitter post form @TerraPharma1:

Expect to see more like this. Blue Cross Blue Shield of Michigan changed Vascepa to Preferred Brand status. $AMRN pic.twitter.com/yG00NG609Z

— TerraPharma (@TerraPharma1) January 18, 2019

Any reason for putting my handle in all caps?

BB, - I don't know who Floyd Abrams is?

Circuitcity, it was my brother. Forgot who it was on this board who offered a logical explanation, as to why these two reps were spending way too much time at my brother's office, while they could have been calling on new doctors. The veteran of the two may have been using my brother's office, as a model training grounds to take in, so as to see if it's success could be replicated.

Since I'm not there on the scene, I'm not about to throw them under the bus. Their numbers, if poor, will do it for them.

ILT

I have you covered. One of those NY physicians in the 1st Amendment case is in my brother's group.

ILT

Wonderful!

ILT

North40000,

He's referring to an Amarin sponsored dinner for Cardiologists.

ILT

Cardio - Nice work! Thanks!

ILT

Billions in cash reserves and an abysmal product line up. R & D won't solve their problem anytime in the near future, but Vascepa can put them back on top of the heap.

ILT

BB, thanks for sharing. How do the new filings affect the 2029 expiration if at all?

ILT

Question for the board: Amarin's cooperation with the FDA came with a huge cost, namely, time and money! Could Amarin make the case for an extension of its patents? It makes no sense for the clock to run when a biotech is playing by FDA's rules. What if the trial ran till 2025? NWBO is a perfect example, in which case it's trial has been running for 10 years and still is. Pay millions upon millions of trial dollars and accept your patent years decrease proportionally?

ILT

sts66,

I can understand the uptake of DS products for ailments that aren't life-threatening. Patients who are at high risk of mortality due to Heart Disease aren't going to shop retail for OTC to put their lives at risk. Doctors will prescribe the exact medication that was used in the successful outcomes trial. OTC products have disclaimers that say their claims haven't been cleared by the FDA. No FDA no Bueno!

ILT

Compliments of John Capello on StockTwits: "$PFE believes"

https://www.pfizerpro.co.uk/news/omega-3-fatty-acids-and-risk-cardiovascular-risk-current-expert-review

ILT

Currently in the UK alone:

"NICE guidelines could put 12 million UK adults on statins. Some 11.8 million people in England—37% of adults aged 30 to 84—exceed the threshold set by NICE for prescribing statins, the authors found.Aug 1, 2017"

ILT

There is still much more here to consider. Were other acquired drugs described as "Ushering in the dawn of a new era".."practice changing paradim shifting." Those other drugs weren't cures, but rather life extenders or how about safety and tolerance profiles. Other drugs are limited to sales for existing disease. Vascepa's prevention model guarantees expanded sales imo we're greatly underestimating.

ILT

Noelan_s09,

I've answered this question about tracking in the past. Drug companies pay third parities for tracking drug prescriptions. For example, Sales Reps have the software loaded on their devices. Daily reports cost the most, weekly, monthly respectively. Sales know which doctors are the heavy hitters to Target.

ILT

I keep reading potential BOs in the $45 + range. So how did Jazz and Pcyc get triple digits? For example, Jazz had annual revenue of 1.6 billion. Aren't we assuming Amarin will bring far greater revenue?

ILT

Warner-Lambert had a lot of overhead that came along with it's product line-up. Who knows what the costs were to integrate Warner's assets. Amarin is as lean as you can get for a Public company. The potential suiter can hit the ground running and earn revenue day one. IMO, the valuation calculations for Amarin, by comparison, should be substantially straight forward.

ILT

It may seem farfetched now, but I'd go out on a limb and suggest that Vascepa will be a staple anti-ageing add on. Consumers spend billions on products today without conclusive evidence-based science, and billions continue to pour in for research to find the next best fountain of youth. It's not a matter of if, but rather when!

ILT

My argument is for knowing more and not settling for less. If the increase was due to some measure of weight gain, which is simple to check from the data, then we can establish cause and effect.

ILT

PFE built it's insane cash reserves with Lipitor and Viagra which went generic in January. Chantix isn't huge for them, and Lyrica is coming off patent. PFE has thousands of reps, a fixed cost with no major drug to sell. IMO, PFE desperately needs to buy Vascepa to generate money as early as possible.

ILT

Right, but outside of those harder to tease out possibilities, I would be interested to know if these patients abandoned sensible eating for less healthy choices? If they gained weight after the trial commenced? According to Nissen's presentation, there is a direct correlation between increased BMI and Inflammation.

ILT

AVIl77,

The slight elevation in LDL-C and hs-CRP was observed in only a subgroup of the Placebo arm. I have a theory that could be tested by the data. At the start of the trial, patients may have become more inclined to succumb to their desire to eat far more than their treatment guidance. By virtue of being on multiple drugs, they may have felt a sense of invulnerability leading to gaining additional weight above their enrollment weight. According to the video, even the smallest BMI increase can increase inflammatory biomarkers.

I could see similar behavior from patients who schedule liposuction procedures. They have their BMI evaluated and documented before scheduling the procedure. Figuring they're going to lose all the fat the day of, some may binge on food one last time, causing them to gain more by the time they have the procedure done. This is something JL would know from his experience.

ILT

BB,

Quote:
_______________________________________
All the above actions stole AMRN value through share dilution. FORBES and Heper have done the most damage, as recently as the last dilution Amarin did to get $200 million. FORBES bashed REDUCE-IT hours (minutes) after AHA. AHA better permanently remove FORBES reporters from embargo media list credentials.
_______________________________________

If an investigation isn't demanded, these actions will persist.

ILT

LB,

Thank you for your service, your sacrifice, for sharing the truth on this board, particularly in the face of those who've even expressed it here, that walls don't work. It took a lot of restraint for me not to respond out of courtesy to the board. Israel reduced crossings by 99%. Turkey had to contend with a massive refugee crisis that's drained billions of dollars from it's economy. Later they built a wall and took security to an entirely new level. Not only have crossings stopped, but we haven't heard of a terror attack inside Turkey since the mass shooting in the night club that fateful New Year's Eve. Walls work!

ILT