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.
Anyone catch JZ's comment that he wouldn't expand sales force as employees as they would be seen as fixed costs in sale? Slipped that one in there, relisten.
Script chart approaching exponential inflection, just a matter of 2-3 weeks confirming . . . which by the way BP will salivate over. All good ahead.
BASF sNDA approved. Big win. Interestingly "fourth planned supplier" sNDA application mentioned in PR... somewhat vague for a reason? Company continues to pile on solid gains, pps will catch up in due time.
Iam - Fidelity still shows unconfirmed for May 8 after hours. Company generally issues PR in week prior to CC, not often before that.
Raw - old news, discussed on all posts y'day my friend.
Mdenadai - thanks for estimate work up. Guess we'll find out at CC if 73% and 82% factors are still valid, and what the stocking factor truly is. I've questioned the 73% & 82% only because some of the pharmacies that serve growing retail customers (WalMarts and such) may be under-represented by these figures today vs. 3-5 years ago. They are a growing sector. I have no special knowledge of either correct %'s or stocking factor. I appreciate the analysis.
Biobill - This is a very interesting comparison. Many posting on ST have been pointing to a ~$2 mil 1st Quarter. They have been strictly IMS/Symphony based without any consideration to full provider numbers and stocking. Anywhere close to a Brilinta-type number would be a major positive ER surprise with analyst upgrade potential. Nice analysis and thank you.
Biobillionair - are you sure exclusivity determination doesn't tie back to the original drug filing for Vascepa - as opposed to the sNDA review acceptance for ANCHOR in 4/2013? If it does tie back to the original review for Vascepa MARINE then that pre-dates the 11/2012 initiation. BTW - I HOPE you're correct in a big way! Thx.
Raw, please replace your opinion with data. We all have opinions, only the more respected have data and facts. Show yours if you're so passionate my friend.
Study, just saw my doc today for an annual. I spent about 10 minutes giving him the V Story, hitting hardest on inflammation since my trigs are at 82 mg. He's old school but agreed to run tests in blood work for inflammation markers and make a decision then. He knew something about it, knows more now. I'll chalk it up to an educational session.
Biobillionair - Where does your 60 day figure come from? Is it built int the new guidelines, requiring a meeting? Thx.
Iamastockgenius, you're saying this about AZN because of the deals they've signed recently? I believe that is a separate objective that doesn't interfere with larger partnerships & BOs.
They are on 2 or 3 significant rails for strategic plan. The one that's getting most 'play' imo is the one they think can differentiate them, can confer technological superiority in a particular field of small molecules. At the same time they have bills to pay. CV is a primary business that they need to protect for a good long while. In their April 25 CC it will be interesting to hear what if anything they're doing to protect Crestor, still a cash cow. It's still experiencing good growht in China for instance. For this reason I see companies like AZN 'in the neighborhood' ready to be wooed with the right enticement.
57 days! sNDA accepted for FDA review of ANCHOR submission
Nice analysis. It is about purity of the drug, not just mg of EPA stuffed into a capsule. Thank you for the perspective Chabojilo.
Raw, the math is a bit off, it would take 14-15 OTC capsules a day at a price premium to equal Vascepa... and many with DHA.
The PDUFA document Biobillionair linked references a reauthorization of goals & procedures effective 2013 (fiscal). That's probably why the question of a change at the end of 2012.
Hello my friend. Yes I agree that this will move from a stalled, obstructed investment to an fast moving blockbuster when just a few switches are tripped. Much will happen by summer for sure.
Very good, thanks. That's a very tantalizing footnote. I've heard it referenced before but never viewed the document and put 2+2 together. As others smarter than I point out (dawgpac @ StockTwits) it seems a question remains whether this is more geared at original NDAs submitted after November, 2012. As Biobillionair says, interesting 30+ days ahead.
Biobillionair - on pg. 6 can you point me to the specific language you're referring to that links acceptance of ANCHOR sNDA and exclusivity? Agreed, this will be a scintillating next 30 days! Thank you sir.
Can you explain what caught your eye about the peds reference in the proxy? Say more ....... thx
BioBillionaire - Thanks for posting. Is it your opinion that a milestone opinion from FDA re: exclusivity is near or far based on the posting of multiple MAPP guideline documents? It's hard for me to follow when MAPP update is complete and therefore when new policies are in force. Appreciate your / others' opinions. Thx.
Symphony was source of Bull's numbers I believe.
Based on sampling techniques of both IMS and Symphony we'll only be getting directionally correct figures IMO. Many large H/C providers don't work through either and some of these have become very big players in Rx. The assumed 70%-80% representation we normally hear re: IMS/Symphony data may be more like 50%-60% these days. Unfortunately the lack of data clarity lends itself to both bulls & bears, longs & shorts selectively choosing their data to bolster their views. What's new, huh?
Good, vivid comparison looking monthly. Whether you use your month-on-month weeklies comparison or (in time) a month vs. month acceleration.... it is all good. Love data. Thanks for the effort.
Waiting to record revenue until actual retail sale is made would be consignment. Unless that is management's strategy (usually not voluntarily chosen unless terms are dictated that way) I would expect them to follow the warehouse shipping model. You run the risk of pharmacy, etc. returns but those should be minor in ramp up mode.