Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
If approved in Europe do we know the label for Europe ? I’m suprised no PR.
135k scripts a week gets us a normal stock price. when will JT guide for 1 B revenue is the question. Won’t get my hopes up for Monday guidance estimate.
Here we agree ha.
I hear you but we disagree here.
This is after the fact bc Du couldn’t distinguish the two populations so we are concluding that abandoning that argument was worthwhile.
“The boundary is 500 mg/dl and Hayashi was always going to be the link between <500 and >500.”
There is NO evidence Hayashi linked those populations on a hypothetical pt Esp when ldl was calculated.
Agreed. I think it reads very well. Hope she’s humble enough to do what’s right.
Well they def had to go after more than just apo B. Amrn disagreed that the LDL affects were obvious Esp in that diff TG population of TG>500. I think it’s a crux of the case.
Easy win if u prove the apo B point you raise but you could have also won by the LDL point and I think our lawyers did a great job arguing that in our appeals brief (mechanistic section) but it was too late.
Thanks. You get all the respect and credit in my book regardless of outcome.
Thanks for doing this. Just read it. Nice scientific arguments. I like it. Honestly it’s so clear.
I hope it gets passed step 1 and they allow u to intervene. If so, we have a shot !
I’m confused on this too. Is this permanent or can they change their mind tomorrow? What does it mean to discontinue it.
Thanks Z. No coupon.
Okay. I’m not great with pricing. Thanks.
United healthcare in NY. 100 bucks for 3 month supply of Vascepa finally approved for a friend. he Had been denied previously. Doesn’t this seem a little expensive guys or is this about right ? He paid for it and got it but just asking. Thx.
Agree even if we can protect most of USA market it’s a win considering our stock is baked at no USA sales and a lackluster Europe launch.
We really need some bullish guidance update.
Ridiculous to write for lovaza.
most pancreatitis is benign. I see it daily. Probably only about 1/5 of it is considered serious.
Vascepa should be given to all
These pts to reduce MACE while also lowering TG.
Thanks for your resilience.
I have to say. It’s nice to hear it go our way for once. I mean this was a massacre lol
Agree. Also doesn’t seem that bullish for 2021 sales. Really curious what they can get out of Germany this year.
He is leaving out reduce it study. Just such a shame to any listener.
I really wonder what Bhatt truly must think of this guy. He has to hate him.
I’m not seeing a new argument raised by teva.
Kind of wonder why they are rehearing this partial label period but we will see soon enough.
If I remember GsK teva oral correctly from last time when I listened, I recall a powerful statement.
Something like there could be no more evidence of inducement than there is in this case ha. I may listen again but it was so definitive of a statement made by the judge.
Will c how this turns out. Hopefully Prost doesn’t turn one of the other two to the dark side.
Interesting thanks for the notes.
Can anyone estimate what we can get in Europe in 2021. I know I’ve asked this before. It’s tough to estimate but even ball park? It’s hard to figure out potential 2021 revenue estimate and thus where this stock is headed without valuing Europe. I think we can see teens on an appropriate launch in Europe.
I was thinking we were going to jump right into Germany on approval but this new feb presentation says launch after initial awareness campaign. Not sure how long that is or where that came from.
Only thing id add to this is we don’t need to wait the 1-2 years to see the curves separate. This is bc flu/other viral illnesses can lead to a 6 fold increase in acute MI. This is likely true for covid as well as we see it pretty often. Therefore I expect Vascepa to show effectiveness in a short time period in a secondary prevention cohort. Will see.
I am not sure on vaccinations. Hopefully doesn’t play a major role but it’s hard to say. They’re being followed for 6 months right ? It’s possible over the next 6 months a large portion of trial participants may be vaccinated no? 30 percent of participants ? They will have to post hoc evaluate if that had an affect.
Are we sure we are getting an interim read out ? If so, where did you see that.
Thanks.
Zip you are 100 percent accurate here.
They’ll have a partner for this. Agree will
Take time money and dilution.
“You say because of DHA... fine. Then why can't you say the same thing about oxidation or any other contamination in a pill that is not Vascepa? Again. Bhatt's statement references blood levels from Vascepa only.”
the contamination as in other products in a drug is very low and unlikely to mitigate the effects of a very robust result tied to epa blood levels. Oxidation matters. I agree it all matters. You have to prove it in a CVOT. However I have spoken to no one that thinks it won’t be positive. It is an obvious conclusion at this point that lyldiso would read out positive. I am open to being wrong or it failing but it would be more of a shocker at that point.
Agree with u. I see it as no threat short term either. it’s a very long way away.
I was just making the point that it’s a good spec play against the opinion of this board. Remember I am an amrn long.
Haven’t seen that but point being bhatt says it himself. Epa blood levels was what mattered for mace reduction. It accounted for almost the entirety of the mace reduction. I’m suprised many on this board cannot agree with that point.
Dha matters. everything matters. BUT EPA blood level is what mattered most. I think matinas has a product that will show a positive CVOT. we now have proof in strength with low epa failing and reduce it showing high epa was the most important correlate with the outcome.
It does but that all correlates down to epa blood level. I am saying if u can get me an epa blood level better than Vascepa it will correlate to mace reduction.
Why not ? as long as there wasn’t dha etc in it. If point blank u can get higher epa blood levels , I can’t think of a physician that wouldn’t correlate that with reduction of MACE and I’ve spoke with a LOT that understand this space. You will need to prove it with CVOT but it would seem OBVIOUS.
I hear ya. It’s a good point overall u make on crp.
enhance it was 2 , 28 day periods with a washout in between where levels returned to baseline.
Not sure I follow you here. I see no evidence of what you are saying. The study shows very clearly epa blood levels are higher with Lypdiso than Vascepa. Your graph shows that over time that higher epa blood level is protective and the longer you have higher epa blood levels the more protective in terms of
MACE reduction. However no where does it show it takes time for the epa blood level to increase. The length of time is ONLY in regards to MACE reduction.
Agree. That’s hard to explain.
However the most important marker is the epa blood level. They had much Better epa blood levels with MTNB and I stated that and many on this board doubted it. Now there’s data out on two trials showing it. Long long play bc they’ll need a CV outcome for that indication (won’t need it for TG>500 indication ) and they also have an LNC platform so it’s an interesting play at this point.
Just rejoin amrn. You know you miss this stock lol
Dr Dave 411 on facebook release a video on Vascepa for covid. Has 150 K followers. Nice to see.
I agree it’s tough to guide but they definitely will guide either at next earnings but more likely in April when Europe approval is in (imo).
What do U guys think 2021 revenue estimate will be?
Not just USA. Total etc.
I’m Wondering how much we can squeeze out of Germany/Europe rest of year. I won’t say what I’m thinking but curious if some of the intelligent folks on the board can weigh in?
Thx all.
How can they prescribe it if it’s not approved yet ?
I’d love him to respond. No response yet.