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AMRN presentaion , TODAY @NEEDHAM.
1. we don,t know the results but we are very hopeful , he sounded optimistic about anchor.
2. worldwide, 70-80 market billion opportunity
3. results should be out in first half of second quarter, before may 15.
4. we control our destiny.. if parteners don,t pay, they have ability to launch on there own
5. want to maximize sHAreholder value.
6. even if anchor fails, will AND CAN definately go after outcome study .
7. one in 50 american for marine indication.
8. 1 in 5 for potential ANCHOR INDICATION.
I HOPE THAT HELPS.
AMRN presentaion , TODAY @NEEDHAM.
1. we don,t know the results but we are very hopeful , he sounded optimistic about anchor.
2. worldwide, 70-80 market billion opportunity
3. results should be out in first half of second quarter, before may 15.
4. we control our destiny.. if parteners don,t pay, they have ability to launch on there own
5. want to maximize sHAreholder value.
6. even if anchor fails, will AND CAN definately go after outcome study .
7. one in 50 american for marine indication.
8. 1 in 5 for potential ANCHOR INDICATION.
I HOPE THAT HELPS.
AMRN- your baby is climbing finally!
LOL, what a pathetic guy he is!-- AMRN - market CAP 1 billiion @ 8.03
AMRN- @8.03 , market cap 1 Billion.
AMRN closed really strong today , did you notice, after a loooong time! let,s hope VC,s don,t ruin the party anymore.
Very nice close after a loooooooooong time! let,s see that it stays the same . it would be very nice for PPS post anchor if it goes above 9 pre anchor.
statin- yes it has side effects, but it is life saving for many and that is why it is one of the best selling drug of all time in decades, as there is not any better option out there.
They will compare it with control group and control group will be only on statin and study group will be EPA + statin and that will show the difference, i hope that answer the question.
AMRN- Ron, good info. thanks.
Patience! few more days/weeks! our time will come.
AMRN -Great analysis of chart. i agree 100%
LOL, agree!
Cryptic, i am not at all interested in what you think and what you say. with all due respect , please dont reply to my msg and i promise you , i wont reply to your msgs.
Sinyan, Nice to see you on boat with AMRN!
AMRN- when i look back , i say thanks to VC,s for giving me opportunity to grab, the gem @ 6.99..
yes i am happy to see that, i will be happy to see 27.71 instead of 7.71 after anchor , lets hope that happens! it's not completely unrealistic with the drug they have
AMRN HOD@ 7.71, let it fly!
Very detailed breakout of jelis data good one!
one more thing to add in addition to 60% japanese women is that japanese people has inherent five time epa level in the body becuase of so much fish they consume and we have five times high level of pizza hut and domino's, that also bodes well for AMR 101.
OLD, tell me one thing if some body in your family has high tryglyceride and they are on statins, you have choice of loveza and AMR 101 , which one would you prefer to be take.. one that increase lDL by 40%(that's not mild increase) , gives fishy odor and burping or the one which does not do all these and also reduces VLDL, NON HDL C AND APO B?
and yes with lesser pill burden, you have to take double pills for loveza than AMR 101 for the same dosen of EPA.
Furthermore, there was a statistically significant decrease in median non-HDL-C (total cholesterol less "good cholesterol") compared to placebo with both of the AMR101 treated groups (-18% for the 4 gram group [p < 0.001] and -8% for the 2 gram group [p < 0.05]).
There were also statistically significant reductions in several important lipid markers, including Apo B, Lp-PLA2 (Lipoprotein-phospholipase A2), VLDL-C and Total Cholesterol. These results are particularly encouraging given that no other TG-lowering therapy studies have shown such results. For these achieved endpoints, p-values were <0.01 for most and <0.05 for all. Apo B (Apolipoprotein B) is a sensitive index of residual cardiovascular risk and is generally considered to be a better predictor than LDL-C. Lp-PLA2 is an enzyme found in blood and atherosclerotic plaque; high levels have been implicated in the development and progression of atherosclerosis.
Old these are the date from marine. your points are very valid. but EPA is reducing APO B and VLDL C and NOn HDL C all stastically significant , what else can any tryglyceride drug can offer. I understand loveza is not going awaay,, but i and my co won,t prescribe loveza to any body if AMR 101 is in market, becuase it is simply much much much better drug..
As a doctor it does not make sense for me to prescribe loveza if AMR 101 is in market.
Yes this statment is for only marine, wait for anchor 10 times larger population if results are as good as they were with marine, this stock would be unstoppable.
In jelis study epa showed survival but in the patient who already had history of CAD but it did improved to one who did not had CAD.. which i think is very difficult to prove. In out come study i think AMRN will go for people who already had history of CAD and if FDA agrees that would be huge. correct me if i am wrong.
And remember in marine trial epa did showed stastical significant reduction in APO -B and NON HDL C which by it self are considered major risk factor and if same holds true with anchor that will be great for AMRN.
Any thoughts?
Added AMRN @ 7.22
Added amrn @ 7.22
one more thing.. pre binery event price up or down is not a good indicator of what to come i have seen it lots of time and you must have seen that too.. it may take one more month and price may stay around this level or even lower than this, what matters is end result, if you know what you own and keep some patience, you win more than you lose..
Always nice to be skeptical with biotech investing.. AMRN is as good as it can be for speculative biotech.. if anchor results are not success or there is not a good pop in price post anchor , i would reduce my biotech investing by almost nothing.. and i mean it!
Yes you r very well informed than normal patients. No of patients like u will be very low.. trust me with that..
i agree with your statement that loveza will go away might be a overstatment from me.
i am encoureged to see lazard survery and i fall in to 61% category.
with positive anchor 10 times market than loveza one thing you will agree, i hope , there would be very nice pop in the price. i think at least with this we both agree.
It was very nice talking to you , u really indeed have good info on LIPO's.
let's make money together!
I do understand very low density lipoprotein(VLDL), Low density liopprotein (LDL), Intermediate density lipoprotein (IDL) and chylomicrrons.
Actually what you are talking about, i learned in first year of med school. Guess what after i came in to residency and practice , i came to know how much more importance we give to LDL and less to VLDL and chylomicrones. OH! u did not mentioned chylomicrones , it has the lowest density and biggest particle size , so it should be more evil than your favourite VLDL , right! you don,t mentioned about it . say some thing about that too!!
The truth is in practice what > 95 % physician ( and nearly 100% patient) care is LDL, they dont give it a damn to chylomicrones ,IDL or VLDL.. we are talking about clinical medicine and not the biochemistry which we read in first year med school!!!!!!!!!!!
yeah..sorry for misunderstanding that was not for you..
i am physician , i have never seen any of my co or patients concerened about vldl, even if i t may, everybody knows LDL and that is what matters in real medicine practice, i don,t have a clue what point you are trying to make!#!#!#???????????
it,s getting to point of insanity!
i am physician , i have never seen any of my co or patients concerened about vldl, even if i t may, everybody knows LDL and that is what matters in real medicine practice, i don,t have a clue what point you are trying to make!#!#!#???????????
this MSG was for olddognewtrix, not for you , sorry..
Tried to serach about particle density and epanova data but could not find any solid article on epanova except one on seeking alpha and that too does not mentions any data. yes it has very good bioavailabilty as compared to loveza, but it does has good amount of DHA which increases LDL.. i know statin would reduce it(LDL), but if you have a drug which does not increases LDL even with out statin., which patient will prefer.. which docs will prefer..FDA also watches it
I dont want to be blind sided with AMRN, but can you give me any data from epanova that would be nice.. i could not find data on that.
i agree with most of what u said.. but this is my rational, even afer u consider all patient on statin.
here is one drug which increases your LDL 40 -50 %(Loveza) and on the other hand here is a drug which is LDL neutral or reduces LDL( possible it may reduce LDL in ANCHOR),,, i undertand your number thing but this is just not making sense to me.. why on the earth there would be a market for loveza.. take my words it will be obsolate drug in three to four years, period.. hardly any crook dr who got married to GSK ceo daughter will prescribe ..even he would think twice..
JUST my opinion with all due respect..
i dont have any doubts about it . it will be at least 5 to 10 billion drug.
A CEO who has lead the company so well in last few years and is retairing due the prresure of some greedy hedge funders is never a good thing!!!
Ron, AMRN- DONT U THINK THEY R TALKING ABOUT HAPAOLIM SECURITY INSTEAD OF GS.. I THINK IT'S MIS PRINTED. IF U RE READ HEADLINE AND WHOLE PARAGRAPH.. CORRECT ME IF I AM WRONG.. WITH ALL DUE RESPECT.
You don,t have to be sorry..
i just thought , what jason meant was that AMRN will have competition after 2 and half years.. and i think there will be very little competition if any.. That's it. no complains for U.
one more thing loveza is not approved for bigger population that is anchor population, which is 10 times larger.. so how do you compare both one is pure EPA ( a gem) and other is DHA+ omega 3.
loveza, generic loveza are nowhere close to amrn, would some body prefer to get a drug which lowers TG but at the same time increases LDL by 50 %? any sensible doctor or person will not take it, even after cost consideration. Is jason out of his head? what is he talking about? loveza generic competition, ha ha . there is no competition at all, it's a totally different class of drug in it's own!
loveza, generic loveza are nowhere close to amrn, would some body prefer to get a drug which lowers TG but at the same time increases LDL by 50 %? any sensible doctor or person will not take it, even after cost consideration. Is jason out of his head? what is he talking about? loveza generic competition, ha ha . there is no competition at all, it's a totally different class of drug in it's own!
Cryptic.. Man! patience is the virtue of savvy investor! you will have to wait out untill anchor results , if u can not.. well than get over it and sell it. i am very confident with the anchor results.. the more blow out results would be higher it will go. you don't get this kind of safe biotech plays often.. this comes once in a 2-3 years.. can result be bad, well nothing is sure in biotechs.. but AMRN is as good as it can be for biotech , i think. it's your money.use your own judgement.
don,t justify your anger with day to today fluctuations.. get over it if you want to invest in biotechs or else don,t invest. i lost money this year in PLX and DCTH. that was my call . it was my money.