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MOG, 13F update specially dedicated to you;
I guess you know who blackrock fund advisors are...if u don't, google it.
Well just released, Blackrock Fund Advisors opened a new position as of 31-12 buying 2,065,013 shares
+ small other NEW positions; Renaissance Technologies LLC buying 264,900 shares, Airain ltd buying 59,855 shares.
With all the releases so far, current positive change of + 2,700,000 shares. Lots of unreleased holdings which will make the picture clearer for you in the near future
Chillax gizmo, what I love about numbers is a simple fact; numbers never lie
Indeed that's what appears to be the case as TAMARACK CAPITAL MANAGEMENT, LLC sold off all of their holdings, apparently transferred to TAMARACK ADVISERS. That is what Whalewisdom shows. Not updated yet on Nasdaq.
http://whalewisdom.com/filer/tamarack-capital-management-llc
Mog,
True that regarding the 13F total reporting so far, but for your info, i am receiving constant updates regarding filing that includes AMRN, being a total sell off, decrease, increase or a new position....so far, taking your 1/3 reporting till now, it is all positive accumulation in the stock
Take a chill pill and if you are so pessimistic with the stock, sell your 50 shares and relax. Btw, regarding the chill pill; i can send it to you by DHL, FedEx, Aramex...you decide, trust me free of charge + a 1M V supply to protect you from a heart attack once you get squeezed, pretty soon
13F (Updated): I've been receiving constant update regarding the 31/12 filing of funds via email. Nothing of major change so far. Position increase of couple of tens of thousands or minor decrease..etc
Today's filing of Oracle Investment Management showed a 9% increase ( around 600K shares) to reach a total of 6,645,793
Moreover, Tamarack Advisers, LP bought 5,500,000 shares in their recent filings ( a new position)
It will be interesting to see the big guys update. Will keep you informed once I have something
Scripts Update for Week Ending 29/01
V
TRx: 15,000 {vs 14,534; +3.21%} Sector +0.93%
NRx: 6,832 {vs 6,534; +4.56%} Sector +0.35%
Ref: 8,168 {vs 8,000; +2.10%} Sector +1.36%
L
TRx: 3,350 {vs 3,472; -3.51%}
NRx: 1,281 {vs 1,255; +2.07%}
GenL
TRx: 66,490 {vs 66,049; +0.67%}
NRx: 27,184 {vs 27,386; -0.74%}
V TRx Market Share: 17.68% vs 17.29% --- ATH
V NRx Market Share: 19.36% vs 18.58% --- ATH
V Ref Market Share: 16.49% vs 16.37% --- {ATH=16.82%}
Sorry guys, im leaving the office now, still no scripts update...have a nice week end all
Scripts Update --- Nothing Updated so far...odd
Scripts Update for Week Ending 15/01
V
TRx: 15,611 {vs 15,317; +1.92%} Sector -3.21%
NRx: 6,802 {vs 6,174; +10.17%} Sector +2.48%
Ref: 8,809 {vs 9,143; -3.65%} Sector -6.80%
L
TRx: 3,578 {vs 3,916; -8.63%}
NRx: 1,325 {vs 1,391; -4.74%}
GenL
TRx: 69,507 {vs 72,408; -4.01%}
NRx: 28,189 {vs 27,872; +1.14%}
V TRx Market Share: 17.60% vs 16.71% --- ATH
V NRx Market Share: 18.73% vs 17.42% --- {ATH is equal to 19.15%}
V Ref Market Share: 16.82% vs 16.27% --- ATH
Scripts Update, Week Ending 08/01
V
TRx: 15,317 { vs 14,387; +6.46%} Sector +5.43%
NRx: 6,174 { vs 5,170; +19.42%} Sector +18.92%
Ref: 9,143 { vs 9,217; -0.80%} Sector -1.61%
L
TRx: 3,916 { vs 3,837; +2.06%}
NRx: 1,391 { vs 1,227; +13.37%}
GenL
TRx: 72,408 { vs 68,697; +5.40%}
NRx: 27,872 { vs 23,402; +19.10%}
V TRx Market Share: 16.71% vs 16.55%
V NRx Market Share: 17.42% vs 17.35%
V Ref Market Share: 16.27% vs 16.14% --- ATH
Mog,
"It could be a total failure, in which case the company will go BK"
You are seriously out of your mind...bankrupt ?!?!?
Let me refresh your memory that Amarin is not a company with a do or die drug trial/approval
The company already has an approved indication for the drug which is selling in the market and gaining market share and generating revenues. If Red-it is a failure, the drug is still there, selling and competing with generics with huge patent portfolio....etc At that point, the management might decide to sell to BP at a very low valuation. Based on current sales and expectations and taking into account the debt obligations, that will be in low single digits
So just to make things clear and for you to stop your scare tactics, even with a failure, the company will not go bankrupt, as simple as that
So please spare us your philosophical views which are clearly being said for a purpose, whether personal, whether for your big boss or whether from a hatred towards people who never been nice to you in the past....i do not know and don't care to know, so please take a chill pill and stop the scare non-sense tactics
Research about 1) Statins & 2) Diabetes and Dementia
I am not sure if this mentioned / posted before, but here you go;
Statins can increase the risk of heart attacks and there is no evidence to support patients taking them, warn researchers
http://www.dailymail.co.uk/health/article-3392611/Statins-increase-risk-heart-attacks-no-evidence-support-patients-taking-warn-researchers.html
Diabetes raises the risk of getting dementia by 60%
http://www.dailymail.co.uk/health/article-3393744/Diabetes-raises-risk-getting-dementia-60.html
2014-2015 Follow Up;
Sector performance for same dates during 2014 & 2015;
Approximate TRx Market was -0.85%
Approximate NRx Market was -6.65%
2014 - 2015 Year Comparison (Updated)
For week ending 02-Jan-2015 till week ending 31-Dec-2015 in comparison with week ending 03-Jan-2014 till week ending 26-Dec-2014
Approximate 2015 Total TRx: 658,167 {+58.00% from 416,539 in 2014)
Approximate 2015 Total NRx: 284,740 (+54.91% from 183,808 in 2014)
Numbers of L & GenL Combined
For same periods, combined TRx & NRx; {GenL started in the week ending 11-April-2014}
TRx: -6.70% & NRx: -13.20%
Scripts Update for Week ending 31/12
V
TRx: 14,387 {vs 12,659; +13.65%} Sec +16.63%
NRx: 5,170 {vs 5,141; +0.56%} Sec +7.48%
Ref: 9,217 {vs 7,518; +22.60%} Sec +22.04%
L
TRx: 3,837 {vs 3,322; +15.50%}
NRx: 1,227 {vs 1,094; +12.16%}
GenL
TRx: 68,697 {vs 58,549; +17.33%}
NRx: 23,402 {vs 21,489; +8.90%}
V TRx Market Share: 16.55% vs 16.99%
V NRx Market Share: 17.35% vs 18.54%
V Ref Market Share: 16.14% vs 16.06%
Happy New Year to all !!
Wishing you all the best for the coming year !!!
Short Interest & Price Change since Jan-2011
https://drive.google.com/file/d/0B1gB2YESBJV7SjBtMElXNEFEanc/view
It is worth mentioning that the mentioned prices are for the exact dates when short interest data was posted and updated
I hope we will see a reversal of the trend and back to the normal levels of 2011 and beginning of 2012
Happy Holidays to all
Short Interest (-8.87%)
Interesting steady decrease despite the low price and no major run up
15-12-15 30-11-15
21,863,261 23,992,058
-8.87% (-2,128,797 sh)
Lowest level of short interest since Dec-2012 (from the graph i have from ShortFishFry on ST)
Merry Christmas Everyone
All the best wishes !!
Scripts Update Week Ending 18/12/2015
V
TRx: 15,693 {vs 15,610; +0.53%} Sector +0.51%
NRx: 6,835 {vs 6,737; +1.45%} Sector +0.22% -- ATH
Ref: 8,858 {vs 8,873; -0.17%} Sector +0.71%
L
TRx: 3,962 {vs 3,826; +3.55%}
NRx: 1,424 {vs 1,309; +8.79%}
GenL
TRx: 71,010 {vs 70,765; +0.35%}
NRx: 27,428 {vs 27,654; -0.49%}
V TRx Market Share: 17.31% vs 17.31% -- = ATH
V NRx Market Share: 19.15% vs 18.92% -- ATH
V Ref Market Share: 16.11% vs 16.25% -- (ATH = 16.25%)
AMARIN IR Reply to my email;
JL, I used few of your comments and emailed IR. Below is the reply i just received;
"Following the preliminary ruling in Amarin’s favor in August 2015, the court was notified that FDA and Amarin agreed to explore the possibility of settlement in the case and requested that further court proceeding be stayed during these settlement discussions. Both parties previously requested that these proceedings be stayed until December 16th. On December 15th, a joint letter was filed requesting additional time to continue settlement discussions and requesting that court proceedings be stayed until February 17th 2016. That settlement discussions continue to be ongoing is not deemed to be a material event and in a previously posted FAQ, the company indicated that it would not update on the suit until a settlement had been reached. It is worth noting that we continue to be able to promote Vascepa under the terms of the judge’s prior declaration as settlement discussions are ongoing."
Well, mmmm, thx for the reply. I had no idea about what is mentioned (sarcastic for sure)
Bio
December ain't over :):)
Looking at past numbers, and lately it's giving a good prediction accuracy, Next week's number will be close to 16.5K (My estimate is 16,280 - 16,325)
Scripts Update, Week Ending 11/12:
V holding well and increasing Market Share which is at ATH in TRx, NRx & Refills
V
TRx: 15,610 {vs 16,041; -2.69%} Sector -6.08%
NRx: 6,737 {vs 6,598; +2.11%} Sector -2.94% --- ATH
Ref: 8,873 {vs 9,443; -6.04%} Sector -8.02%
L
TRx: 3,826 {vs 4,257; -10.12%}
NRx: 1,309 {vs 1,472; -11.07%}
GenL
TRx: 70,765 {vs 75,744; -6.57%}
NRx: 27,564 {vs 28,620; -3.69%}
V TRx Market Share: 17.31% vs 16.70% -- ATH
V NRx Market Share: 18.92% vs 17.98% -- ATH
V Ref Market Share: 16.25% vs 15.91% -- ATH
BREAKING:Turing Pharmaceuticals CEO Shkreli arrested by FBI: Reuters
About Time :):)
KBIO Shares halted, down 48%....i guess there is still room for more decrease in price...short play-field today...shame my broker won't let me short stocks
Pacira Coverage: Expect the unexpected
Various Coverage for Pacira by Barclays, Canccord...etc
Below main points i would like to mention, which clearly shows that anything and everything is a possibility in the settlement with the FDA...i hope AMRN turn is next, 17th or before is around the corner;
Pacira got a new and better label
We picked up from the FDA website that Pacira has received a new label for Exparel and our interpretation is that a settlement is imminent. It's about as good as we could have hoped for.
In the updated label, the language was less restrictive
We continue to believe that a settlement with the FDA is likely to occur before the Dec. 24 deadline.
As part of the settlement, the FDA rescinded its warning letter that was issued last September. The settlement agreement clarifies that Exparel is “on-label” for a broad range of surgeries, not simply hemorrhoidectomy or bunionectomy which are a small fraction of Exparel’s current usage.
We believe PCRX was actually doing well under the restrictions imposed as part of the company’s original agreement with FDA after the warning letter, but this agreement provides the company with much greater latitude in promoting the product which we believe should be beneficial
We did not expect it, but PCRX did get language acknowledging its efficacy over 72 hours
We believe this outcome was as good as could have been expected when it was first disclosed PCRX and FDA were in settlement talks. It far exceeds our expectations for the outcome when PCRX filed the lawsuit in September in terms of both the terms and the speed that a favorable outcome was achieved.
Could this be a new lawsuit by Merck, 1A right, truthful and non misleading since Improve-It results showed that a combination treatment known as Vytorin, comprising Zetia and an older cholesterol-lowering drug, simvastatin, reduced the rates of heart attack, stroke and death compared with simvastatin alone by 6.4% but the panelists voted 10-5 against allowing Merck to make the claim, saying they were not convinced the benefit was clinically meaningful, especially since some patient data was missing.
"The benefit here is small," said Dr. Milton Packer, distinguished scholar in cardiovascular science at Baylor University Medical Center. "It is not robust. You blink and you miss it, and you wonder if you care or don’t care."
The FDA is not obliged to follow the advice of its advisory panels but typically does so.
Projected Timeline for Interim Analysis
Raf,
Can you please explain the numbers you got?
As per H.C. Wainwright Update (Nov-2015) they mentioned a timeline projection which goes as follows;
4.68% Annual Placebo Rate: 10% Reduction, 967th event in Apr-16 / 15% May-16 / 20% Jun-16 / 53% Nov-16
5.20% Annual Placebo Rate: 10% Reduction, 967th event in Jan-16 / 15% in Feb-16 / 20% in Mar-16 / 30% Apr-16 / 53% Aug-16
5.72% Annual Placebo Rate: 10% Reduction, 967th event in Dec-15 / 15% in Jan-16 / 20% in Feb-16 / 30% Mar-16 / 53% Jun-16
So taking the worst case of annual placebo rate of 4.68% as per HCW, we can assume that once May-16 passes, V most probably will be stopped at Interim
Considering other placebo rate scenarios, it is safe to assume once Feb-2016 passes, also most probably V would be stopped due to good results
Congrats HD, perfect analysis!!
I did :) 16,125
Don't worry, he will try to turn this in a way that suits him....Whateverrrr !! :)
Scripts Number --- ATH x 3
Week 04/12
V
TRx: 16,041{vs 12,803; +25.29%} Sector +23.62%
NRx: 6,598 {vs 5,154; +28.02%} Sector +30.83%
Ref: 9,443 {vs 7,649; +23.45%} Sector +19.56%
L
TRx: 4,257 {vs 3,675; +15.84%}
NRx: 1,472 {vs 1,238; +18.90%}
GenL
TRx: 75,744 {vs 61,211; +23.74%}
NRx: 28,620 {vs 21,653; +32.18%}
V TRx Market Share: 16.70% vs 16.48%
V NRx Market Share: 17.98% vs 18.38%
V Ref Market Share: 15.91% vs 15.41%
MOG, thats for you---16K+ Numbers
As i expected and ran through historical numbers, we broke 16K level
Numbers to be posted in due time
Long & Strong
M,
I know coz since you joined, you never answered any of my questions. An eye for an eye shortyyyy
I am seriously thinking of blocking you. Wasting precious few minutes of my life reading your non-sense
M,
Seriously this was discussed lots of times before. Updated or not in the OB, generics are informed by FDA that they can't submit any request, FDA ain't taking any bcz of the suit....Updated in Jan, in Feb or even June...it will happen eventually, meanwhile no one can challenge V for a generic version
Nice try shorty MOG
Going along with your case, we do not care no more. Once NCE is granted, if Watson wants to fire a new suit, it will be vs the FDA, not AMRN and we have nothing to do with it. Maybe they will use this to try to get some sort of compensation from the FDA bcz they mis-guided them reagrding 1st in generic.....bla bla bla...etc
Thank you HD
JL
Where did JL Vanish...is he ok? Anyone checked on him recently?
Sets, ur right, typo mistake, it's a negative number. Yup those numbers are for the week including Thanksgiving, so I assume it's quite normal. Looking at historical numbers, years 2013 & 2014, we should get a 20% minimum rebound in numbers next week, i.e. Scripts should not be less than 15,500. Lower than my earlier expectation of 16k+
Scripts Update for Week ending 27/11
V
TRx: 12,803 {vs 14,892; -14.03%} Sector -12.49%
NRx: 5,154 {vs 6,514; -20.88%} Sector 19.75%
Ref: 7,649 {vs 8,378; -8.70%} Sector -7.77%
L
TRx: 3,675 {vs 4,020; -8.58%}
NRx: 1,238 {vs 1,322; -6.35%}
GenL
TRx: 61,211 {vs 69,861; -12.38%}
NRx: 21,653 {vs 27,113; -20.14%}
V TRx Market Share: 16.48% vs 16.78%
V NRx Market Share: 18.38% vs 18.64%
V Ref Market Share: 15.41% vs 15.57%
November Presentation:
http://files.shareholder.com/downloads/AMRN/3805368842x0x799267/B882FB49-4910-4F4D-9534-301ED99C78ED/Amarin_Investor_Presentation_nov_2015.pdf
2 points caught my attention:
1) Slide 3: It clearly mentions now: "Promotion expanded recently to broader patient population"
2) Slide 20: >34,000 prescribers instead of >29,000 prescribers mentioned in October's Presentation
Correct, my bad...looked at a totally wrong column