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Kickass numbers. Onward!
They're well capitalized, now our friends at AMRN need to execute.
1. Hire and train good reps and sell
2. Succeed in IP trial
3. Report improving earnings
4. Rinse and repeat.
Welcome back Sam. Many thanks for the data that you were able to provide. Seeing the script volume over time helped us all see the sales force effectiveness and track YOY growth. Very valuable.
Agree that IP seems to be our last overhang. Then it's just execution.
Sorry for the late reply. We had snow overnight and lost power until just now.
Scripts? Sam on walkabout? Well deserved holiday break, no doubt.
That's amazing. Glad to hear its helping you Sam. Wow
Great numbers Sam. Thanks and have a good holiday.
On the contrary, I have a significant block of AMRN that I've added to since 2011, but I have occasionally bought and profited from both puts and calls. AMRN is so volatile that I regret not doing it more.
With the massive volume the last 3 days, I think this manipulation is leading to someone accumulating. We did 7X normal volume on Monday. The same day we had a great call and after we were approved for a great expanded indication. Not sure how much better the news could be. It's weird to see the stock behave like this, but so what biotech's volatile. We're growing 80+% YOY. What would you rather have?
Great numbers Sam, but expected in a bounce back week. Thanks so much!
Thanks Sam. 80% YOY even on a holiday week.
Major movement. FDA results leaking?
Thanks for your insight. Happy to buy you dinner or drinks if you ever make it to Bainbridge Island.
IT'S HAPPENING! Thanks for the view Sam
Thanks Sam. Much to be thankful for.
Thanks Sam. The hockey stick grows. Nice week to be swimming with the fishes.
Happy dancing!!!!!!!! Many live to be saved.
Looks like we're getting secondary prevention, but they are punting on primary.
Biomarker expert rides in to save the day.
Yes, he was sympathetic and persuasive.
Make sure your other apps are closed. But, yes, the audio stinks.
There's going to be a torches and pitchforks riot if V is not approved.
Dr Goodman was an effective speaker. Multiple stroke and MIs, on statin, no MACE since taking V.
I think Amarin's done a bang up job so far, FDA has done a decent job and questioners are not dickish, but asking legit questions. That's the point of an adcom. You can tell that the adcom was driven by so many moving parts and the need to just discuss. You can't boil the ocean, and if you only have a handful of cases to examine in a population, what's the point.
I don't think we've gotten any unhittable pitches. Fingers crossed that Amarin and FDA can stay focused and deliver answers and analysis. This is the day to shine.
Super numbers. Thanks Sam
That would be a nice beat for the year and should get us out of the red zone.
If Adcom was planned to be a NonEvent, then SP would be 25+. There is no half the battle. Losing is half the battle. Amarin and related scientists need to be prepared for anything. They need to have their best day. Stakes are too high to fuck it up.
Thanks Sam. Really appreciate the view. Welcome back.
Sam, are you going to post last week's numbers?
JL - From your lips to God's ears. 5 weeks and we'll know for sure.
Thanks Sam. The hockey stick grows. Any idea how many new sales reps have been onboarded?
Thanks Sam. Great YOY numbers.
Wow. Superior numbers, especially after a holiday rebound week. Thanks Sam. At this rate, Q4 will be a pleasant surprise.
Thanks Sam. Great numbers, but this is a bounceback week after Labor Day. Sector growth is awesome. Gotta be driven by Reduce-It.
Great numbers. Thanks Sam. We're now up 82% YOY (nonnormalized).
Thanks Sam. Majority ATH lifts the spirits into Labor Day. Great to see. I'd love to see a Q3 revenue beat.
That's the best JT has looked and sounded explaining R-IT, Vascepa and the approval process. Way to go!
Well it's easy to trust the pit in your stomach and believe that the fix is in. And it may be. Or the FDA may just be prudent to take a second hard look before approving what could be a blockbuster drug in America. Many of us agree that the study was robust, the science is sound, and that Vascepa will eventually save millions of lives.
Clearly, this possibility of an extension and Adcom drove the timing of the capital raise.
Some things Amarin can do to mitigate risk:
1. Tell the story of Reduce It. The have a growing sales force. Use them to get this message out to doctors across America.
2. Modify their DTC ads. They have a 1st amendment right to include factual results. The efficacy, the safety, and the affordability should be highlighted.
3. Sign a strategic marketing partnership. Enough of us vs them. Amarin needs a BP ally or two heading into approval. No need to get into bed, but ma¥be start dating.
4. Get their lobbyists in gear. This is a safe effective treatment that needs a fair shake for the benefit of Americans.
5. Get their shit in order for the Adcom.
Thanks Sam. Great numbers.
Thanks Sam. Great numbers. FDA don't fail us now.
Greqt numbers Sam. We are seeing a higher percentage of refills.