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Did you watch this?
https://rethinkingclinicaltrials.org/news/june-18-2021-the-mitigate-study-insights-from-a-decentralized-virtual-electronic-health-record-based-pragmatic-clinical-trial-andrew-ambrosy-md-alan-go-md/
The event rates were low as of JUne 2021 that's why I asked. Of course this preceded Delta variant which hit in July / August and Omicron in December / January.
Will be interesting to hear the results.
Whal where did you find the recruiting numbers by county for Mitigate?
Curious to take a look at those to try to better understand vaccination rates.
Got it, thanks!
Let's hope so. I understand that the Bay areas has one of the highest rates in terms of vaccination so will be interesting to see if there are enough events with such a high level of vaccination in the Bay. On the other hand you have an older population with CVD in the trial but wonder how the vaccination will impact things. I guess I am saying high rate of vaccination may have led to a lot less severe cases.
Do you think there is enough data / large size for Mitigate to reach stat significance?
Mitigate has been going on now for what 1.5 years or so…..(since Aug 2020)?
Sorry to hear about this but glad you were ok. Did they improve after you put them on Vascepa?
Good post. I imagine KM saw that CNBC article and he knows Denner wants this thing sold.
I love that CNBC article because it completely spelled out how irrational it would be to GIA.
Great post!
From WSJ. New Research Shows Higher Risk of Developing Diabetes After Covid-19 Infection.
https://www.wsj.com/articles/new-research-shows-higher-risk-of-developing-diabetes-after-covid-19-infection-11647906138?mod=mhp
A large new study found that people who recovered from Covid-19 within the past year are 40% more likely to receive a new diagnosis of diabetes compared to those who weren’t infected.
The study adds to evidence showing an increased post-Covid-19 risk of cardiometa-bolic conditions, such as diabetes as well as heart and kidney complications. Normally when people think of long-term Covid-19 symptoms, they think of problems such as cognitive issues, fatigue or shortness of breath. But scientists say there are likely different types of long Covid, and one appears to be defined by cardiometabolic problems that arise after Covid-19. So far, the World Health Organization estimates there have been more than 464 million cases of Covid-19, so even small percent-ages of those people developing long-term complications would be significant.
Get your message to Denner/Sarissa Capital.
The once a day would be huge. Who wants to scarf down 4 generic pills a day.
Larrybirdlegend--where are you? Have you bailed?
Everyone would celebrate if that comes to fruition.
Do you think Denner is in regular discussions with management?
What's the next catalyst? Are we 2 to 3 months delayed....?
Meaning will be stuck in the $6s till then....?
Several big blocks traded today.
Will be curious to see if there is an updated filing shortly....?
Has the “birdie” hinted that the company is not really interested in GIA and is open to BO?
How about engage a great i-bank to get the process started behind the scenes.
I hope Denner realizes this and forces him out.
Unless of course they already communicated to Denner to stand down (don't seek a BOD seat)....we are going to sale the company. No clue if this is what has taken place.
Will be interesting to see how it plays out.
Great post. I agree. I also imagine he could get other BPs to take a look at AMRN as well. He has relationships.
Do you think someone from Denner's fund was listening?
Thanks so much for sharing!
The principal / agent tension he mentioned in addition to directly mentioning cardiovascular product and incremental cost of a brochure were all great.
And let's not forget management forgetting they work for the shareholders.....
It was great to hear him articulate that which we all know.
Exactly!
Why would NVS feel comfortable with AMRN conducting those reimbursement / pricing negotiations?
Wouldn’t a European BP want to control this process….
Anyone think his mention of cardiovascular was by chance / random?
Anyone think his mention of cardiovascular was by chance / random?
Lizzy--we need more activists on board......
If you know of any please inform them of AMRN.
Excellent post!!
Why would NVS or any other BP want AMRN handling the reimbursement negotiations....?
More opportunity for AMRN to mess things up.
Larrybirdlegend--care to comment on AMRN's inventory? You were bullis about that before.....
yep i know who i am backing too. :)
It's going to be interesting then to see Denner's next move because as that CNBC article laid out....GIA is foolish and I don't think Denner is here for that.
I am pretty sure management saw that CNBC opinion piece.
The thing I like about Denner is he has BP relationships with Novartis etc. You also need other BPs to keep Pfizer etc honest.
In the Medco acquisition...the bankers got the BPs to bid against each other....drove the price up.
AbbVie acquires a neuro drug aimed at Alz
https://endpts.com/abbvie-adds-to-its-neuro-pipeline-with-a-1b-buyout-deal-bolting-on-a-new-drug-aimed-at-alzheimers/
No clue.
They can probably thank Apotex for that.
I wonder how much supply Apotex has access to?
In light of GSK v. Teva, I am not convinced generics can just come in and take half of the CV market even if they had supply.
Amarin could still bring suit later on....and one would think market share would be some indication of direct infringement. Hard for a judge or jury to deny that half of the market share is the CV indication.
Brace yourselves tomorrow will probably be ugly in the markets.
Upside for us is it gives Denner more opportunity to build his position at very low prices.
I still go back to that CNBC article. That was not a random article.
I can confirm as well. CVS told me no generic.