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Publix pharmacies are notoriously slow. I live in Largo and the Walgreens at Indian Rocks and Walsingham now has several of us on Vascepa. For several years, I was the one and only.
AMRN has three API suppliers currently and their fees to the FDA increased in the first quarter because it looks like they are working on signing up #4. There were 41,473,000 in finished goods inventory at 3/31/2019, That amount of finished goods increased over 12/31/2018 when it was 35,357,000. At a gross margin of 76%, if I am doing the math right, AMRN has the next 172,804,167 of revenue sitting in finished goods inventory. Someone can do the estimating on that amount to see how many months of inventory they have, but it is substantial.
You can go to the SEC edgar website and search the 10-k for the word 'supplier' and read everything that AMRN says about suppliers. All of the usual disclaimers are there, we are rely on third party... etc There is nothing, nothing at all unusual in what they are telling you. John T. did a bad job answering a question that really had nothing to do with current capacity and everyone is having a field day with it. Short interest in AMRN is way up, they want your shares and they are creating doubt here. AMRN is not going to have 400 sales reps out there selling if they think they are going to have a near term supply problem. ALL IMHO.
Short interest - fuel for the fire
Settlement Date Short Interest Avg Daily Share Volume Days To Cover
4/30/2019 23,732,579 5,442,797 4.360365
4/15/2019 21,911,936 5,652,460 3.876531
3/29/2019 21,149,076 10,714,138 1.973941
3/15/2019 16,859,967 8,086,743 2.084890
2/28/2019 17,514,524 10,037,142 1.744971
2/15/2019 15,412,976 4,855,404 3.174396
I just took it that he was responding to the actual questions hat was asked. The suppliers that we have are busy increasing capacity for us and would not be available for generics or competitors. Nisson is still out there with big capacity and they just need to get their cost under control. I think that is part of what JT is saying, without saying it to everyone.
So the suppliers are doubling or tripling the potential overall capacity. more definitively before the end of the year. He was talking about how busy the suppliers would be taking care of Amarin and that these suppliers are beholden to us.
" And we are using the capacity of our suppliers pretty completely at this point in time. We’ve not updated the – our guidance relative to our overall capacity. But we are working toward what could be a doubling or tripling of that potential overall capacity. The earliest plans therefore, being more definitively in place before the end of this year. So I do think it is a competitive advantage and those suppliers are beholden to us."
Yes I believe so, the FEHP are done at the state level so when you are a federal employee you still pick a plan available in your home state.
The Blue Cross Blue Shield Association is a national federation of 38 independent, community-based and locally operated Blue Cross Blue Shield companies. They have different contracts and different pharmacy benefits administrators. Just because you have one experience does not mean that others will have the same.
Science Direct - Icosapent Ethyl: Where Will it Fit into Guideline-Based Medical Therapy for High Risk Atherosclerotic Cardiovascular Disease
https://www.sciencedirect.com/science/article/pii/S1050173819300544?dgcid=rss_sd_all
Not sure if it has been posted.
You are leaving out some very important things that are done on the individual country level such as negotiating label and negotiating price.
So Express Scripts just changed Vascepa to preferred but yet everyone else has to wait. That doesn't make any sense.
You need to try and go with complete sentences that stand alone. Who are you talking about here? Medicaid and/or Medicare ? I know it is not everyone.
"They can change coverage for 2020. It is locked until then. "
I am pretty sure no one listened to the conference call, or if they did they just heard and remembered what fits their agenda.
These products that claim to be pure EPA are the ones that AMRN will go after for patent infringement now that FTC has nixed the appeal.
FDA - Responsible innovation in Dietary Supplements Public Meeting
The May 16th meeting will be held in our College Park, Maryland office & via the web. Sign-up & info here >> https://go.usa.gov/xm58F
Yes, it is clear AF just wants retail to keep wasting their money on out of the money calls instead of buying the stock that will eventually go up in value.
The fly posted it at 11:47 https://thefly.com/landingPageNews.php?id=2901138
I will jump in and say Amarin Magement is sandbagging guidance. There is nothing illegal with it, they are just being conservative and are not defending the stock price. It will happen in coming months so it is just temporary.
From the slides
European submission seeking Vascepa approval
2019
Progressing
I've been following biotechs for a long time and I have never seen a company cover the cost of expanding their sales force with increased revenue prior to getting the expanded label. Well Done! A nice beat on both top and bottom line.
25% more shares would be 1.5 Billion dollars. That would be one hell of a dilution.
If they continue to GIA, it would only be in the US. Not sure why they would need to dilute when they already have decent cash flow. Potential partnerships in Europe, Latin America, etc could be announced any day and are going to bring in big upfront cash. They could easily wake up tomorrow morning with a new receivable sitting on the books for 50 or 100 million dollars. There will also be milestone payments coming in over the next several years from current partners in Canada, China and the middle east.
I believe OptumRX has had that prior authorization in place for years. She will probably either need to change insurance, pay up for now or wait for the FDA to expand the label.
I think that was just short FUD, made up by a poster or two. Some saying they only update annually was easily disproved.
Look at post # 187878 for Kaiser update
It will take longer for the Medicare's to change.
1 (PA) + 1 (MI) + 1 (IL) = 3
EXPRESS SCRIPTS website We're the largest independent pharmacy benefit manager (PBM) and one of the biggest pharmacies in the U.S. We serve more than 85 million people.
Preferred Prescriptions® Drug List
Cardiovascular, hypertension & lipids
Lipid/cholesterol lowering agents
scroll to continue
Note: Not all medications listed here are covered by every prescription drug plan. Some drugs may not have a preferred alternative listed. Please contact your healthcare provider for an appropriate alternative drug therapy.
Your plan may limit or exclude certain medications from coverage.
Medication name
generic name
Manufacturer Strength & form Status Medication type
Vascepa
icosapent Ethyl
Amarin Pharma Inc. 0.5 Gram Capsule
prescription
plan preferred Brand
(no generic available)
Vascepa
icosapent Ethyl
Amarin Pharma Inc. 1 g Capsule
prescription
plan preferred Brand
(no generic available)
Search by medication name scroll to con
The Blue Cross Blue Shield System is made up of 36 independent and locally operated companies. They use various drug formularies.
I can second that. I am heading for Walgreens right now and their website shows that I owe $9. I was paying around $200 thru January when the price went down to 170 or so. Now it shows $9. I have BCBS Illinois and they use Express Scripts.
70% year over year revenue growth happened before the FDA approved the broader indication and before Amarin could advertise that broader indication to the public.
Insurance companies still do not have to pay for trigs < 500 and many do not or have lengthy prior authorization criteria in place.
AMRN will have quarterly earnings early in May. I think they will update revenue guidance then.
All they have said is that they will file with the EMA in 2019. They have said they may partner first and then they may not. Last they said it will still up in the air.
I think you are right that 2020 is where the real increase in sales will be. There will continue to ramp up in sales in 2019 but nothing like what we will see in 2020 when the actual indication is approved.
2019 is going to see additional partners in perhaps Europe and Latin America and maybe a few other areas of the world. Those upfront payments will give AMRN the funds to expand efforts, whether that be additional indications on the clinical trial side or additional reps on the sales side.
"Its impossible to profile"
Why is that impossible to profile? Very little reduce-it cost for 2019, no contracted sales cost for 2019, 400 x 80,000 = 32,000,000 or 8,000,000 a quarter for sales reps. It's interesting they did the commercials in 4 Q 2018 but they haven't done them in 1st Q 2019. All those extra millions in 1st quarter revenue. Also, once Amarin believes they are going to make a profit, their net operating losses will go back on the balance sheet and will be a gain on the income statement.
There will also be some royalty/milestone payments from our current partners in 2019. What about new partnerships in 2019, do you think we will have some big upfront payments from say Europe in 2019. When do you think that might happen? Come on, you can do this. Plot out the first quarter with what we know and go from there with what may happen by year end.
if Amarin knows they are receiving priority review, , they would have to publish that information or be in violation of SEC regulations. A priority review would be material information. They would have three days to make this information public, either through an 8-k or a PR and an 8-k. I think this early meeting is FDA employees only.
"Please provide links to acquisitions that were more than double the share price at the time the offer was made"
From Dew Diligence
Recent Biotech Buyouts of Publicly Traded Companies
Acquired ‡Premium *Deal iHub
Company Buyer to Market Value Date Reference
TBRA AGN 498% $615M 9/16 #msg-125266132
AVRX CLDA 487% $8M 10/08 #msg-33212809
GNLB GSK 465% $57M 10/08 #msg-33209281
DMTX RARE 396% $167M 10/17 #msg-135053781
MEMY Roche 319% $50M 11/08 #msg-33787598
ANDS Roche 256% $220M 10/11 #msg-68043946
SYNB PFE 240% $10M 12/10 #msg-58221573
IDIX MRK 239% $3.85B 6/14 #msg-103051902
KOSN BMY 233% $190M 5/08 #msg-29647147
TSRO GSK 182% $5.1B 12/18 #msg-145223384
VLA.AX MRK 182% $394M 2/18 #msg-138708052
SQNM LH 182% $367M 7/16 #msg-124139335
NSPH LMNX 179% $77M 5/16 #msg-122867416
TCXK.PA SGMO 174% $84M 7/18 #msg-142384127
MGRM LH 171% $155M 6/09 #msg-38960958
COLY PFE 167% $165M 11/07 #msg-24600805
INHX BMY 163% $2.5B 1/12 #msg-70636307
CYPB Ramius 160% $255M 12/10 #msg-57780859
VTAE AGN 159% $639M 9/16 #msg-125144641
NTMD Deerfld z158% z$36M 1/09 #msg-35132470
ICGN PFE 150% $56M 7/11 #msg-65365128
EYE ABT 149% $2.8B 1/09 #msg-34762429
IOMI Intercell 147% $190M 5/08 #msg-29232165
CPEX FCB Hldgs 142% $77M 3/11 #msg-61326856
GEVA ALXN 136% $8.4B 5/15 #msg-113395760
BTRX Stiefel 136% $150M 6/08 #msg-30201906
ISTA Bausch&Lm 134% $500M 3/12 #msg-73708628
SOMX PTX 127% $25M 12/12 #msg-82334111
Tepnel GPRO 126% $132M 1/09 #msg-35221710
INSV Sun Phrma 125% $48M 9/15 #msg-116997898
ABLX SNY 123% $4.8B 1/18 #msg-138081925
CYNA Sunovion 121% $624M 8/16 #msg-124897051
TTHI OPK 121% $60M 6/16 #msg-123621440
ADLR CBST 121% $190M 10/11 #msg-68264754
SGXP LLY 119% $64M 7/08 #msg-30547648
MDVN PFE k118% $4.0B 8/16 #msg-124680992
ENCY PFE 118% $350M 2/08 #msg-26978155
ICEL Fujifilm 108% $307M 3/15 #msg-112226224
TRCA Ipsen 104% $660M 6/08 #msg-29795183
AMLN BMY 101% u$7.0B 6/12 #msg-77122453
TST.TO PLI.TO 100% $33M 8/16 #msg-124735566
HGSI GSK 99% $3.0B 7/12 #msg-77532608
CRY.TO MDT 97% $380M 9/08 #msg-32421462
NVDQ SYK 96% $701M 6/17 #msg-132304937
BITI ACOR 94% $363M 1/16 #msg-119923883
Speedel NVS 94% $880M 7/08 #msg-30588524
HTWR MDT 93% $1.1B 6/16 #msg-123551339
MEDA.ST MYL 92% $9.9B 2/16 #msg-120456111
MNT JNJ 92% $1.1B 11/08 #msg-33879830
JUNO CELG j91% $9.0B 1/18 #msg-137859642
OCAT Astellas 91% $379M 11/15 #msg-118374922
GI BSX 90% $210M 9/16 #msg-125422608
MEDX BMY 90% $2.1B 7/09 #msg-39801273
VRUS GILD 89% $11B 11/11 #msg-69211700
AVXS NVS 88% $8.7B 4/18 #msg-139888382
AGN ACT q88% $66B 11/14 #msg-108238424
OMTH AZN 88% $260M 5/13 #msg-88349427
MAKO SYK 86% $1.65B 9/13 #msg-92358712
SIRT GSK 85% $620M 4/08 #msg-28705020
ZGEN BMY 84% $885M 9/10 #msg-54152162
AMBI Dai.Sankyo 83% $315M 9/14 #msg-106688411
TRIV ELGX 81% $211M 10/15 #msg-118008485
YMI GILD 81% $510M 12/12 #msg-82377008
TIG Takeda 80% $622M 1/18 #msg-137517859
CASC SGEN 79% $614M 1/18 #msg-138145273
PACB ILMN 77% $1.2B 10/18 #msg-144626726
ATLN.VX JNJ f77% $30B 1/17 #msg-128155201
ORIDN.SW COV 77% $300M 4/12 #msg-74079493
CVTX GILD 76% $1.4B 3/09 #msg-36225695
ARIA Takeda 75% $5.2B 1/17 #msg-127718101
RXDX Roche 74% $1.7B 12/17 #msg-137115144
MOVET.BR SHPG 74% $560M 8/10 #msg-52918245
IDEV ENDP 74% $370M 1/09 #msg-34592416
CPXX JAZZ 73% $1.5B 5/16 #msg-122995888
LEVP VPHM y73% y$510M 7/08 #msg-30704409
TARG MDCO 72% $42M 1/09 #msg-34774402
Ventana Roche 72% $3.4B 1/08 #msg-30912677
Jerini SHPG 71% $520M 7/08 #msg-30452872
WTX/ST ALXN 70% $855M 4/18 #msg-139951584
APNO Cell Bio 70% $20M 9/09 #msg-43348606
AAH.AX CEPH 69% $207M 2/09 #msg-35956544
ARMO LLY 68% $1.6B 5/18 #msg-140678701
STDY UTHR 68% $216M 4/18 #msg-140410572
DDS.TO PLB.TO 68% $15M 8/11 #msg-66272770
ALXA Gp Ferrer 67% $20M 5/16 #msg-122522140
NVET ZTS 66% $85M 4/17 #msg-130461127
DRTX ACT 66% $675M 10/14 #msg-106925472
LPDX LH 65% $83M 9/14 #msg-106598786
OSTE MDT 65% $123M 8/10 #msg-53410183
BIVV SNY 64% $11.6B 1/18 #msg-137861926
LDRH ZBH 64% $1.0B 6/17 #msg-133419822
TLCR GRFS 64% $3.4B 6/10 #msg-50961841
FACT ABT 64% $450M 3/10 #msg-47606240
Acambis SNY 64% $550M 7/08 #msg-30990498
JAV HSP 64% $141M 4/10 #msg-48881292
MSLI Norgine BV 63% $249M 5/17 #msg-131262204
CBMX NVTA 62% $33M 7/17 #msg-133447160
Synthes JNJ 61% $21.5B 4/11 #msg-62473819
SCRX Shionogi 61% $1.4B 9/08 #msg-31859174
SHPG Takeda 60% $62.1B 5/18 #msg-140610505
XNPT Arbor Phrm 60% $487M 5/16 #msg-122847495
BRLI OPK 60% $1.5B 6/15 #msg-114296569
MAPP AGN 60% $958M 1/13 #msg-83696395
BFRM Merz 60% $253M 1/10 #msg-45071380
RLYP Galenica 59% $1.53B 7/16 #msg-124014245
CXS.AX CEPH 59% $163M 3/11 #msg-61453144
CRXL JNJ 58% $2.4B 12/10 #msg-57504349
VOLC PHG 57% $1.0B 12/14 #msg-109142343
MEDS XON 57% $26M 12/13 #msg-95175483
OMPI VRX 56% $360M 3/13 #msg-86381607
BMTI WMGI 56% $380M 12/12 #msg-81626598
MTXX HIG Captl 56% $75M 12/10 #msg-57778844
ASPM COV 56% $210M 9/09 #msg-43348479
ANAC PFE 55% $5.2B 5/16 #msg-122659881
RNA BMRN 55% $840M 11/14 #msg-108456369
AUXL ENDP 55% $2.6B 10/14 #msg-107031514
OSIP Astellas 55% $4.0B 5/10 #msg-50234451
IDMI Takeda 55% $75M 5/09 #msg-37898204
ECYT NVS 54% $2.1B 10/18 #msg-144295734
CPHD DHR 54% $4.0B 9/16 #msg-124976329
GNOM BGI-Shnzhn 54% $118M 9/12 #msg-79636464
RDEA AZN 54% $1.3B 4/12 #msg-74706626
BSMD MMSI 54% $96M 5/10 #msg-50161877
ATSI MDT 54% $370M 4/10 #msg-49617936
ALO KG 54% $1.6B 11/08 #msg-33763449
ABGX AMGN 54% $2.2B 12/05 #msg-8876857
MEDI AZN 53% $15.2B 4/07 #msg-19020387
MLNM Takeda 53% $8.8B 4/08 #msg-28365383
AMRI Crlyl/GTCR 52% $922M 6/17 #msg-131937504
AFFX TMO 52% $1.3B 1/16 #msg-119712743
TRBN EBS 52% $97M 8/10 #msg-53271836
SYNO BAX 52% $260M 12/11 #msg-69906294
PCOP LGND 52% $75M 9/08 #msg-32404474
RPBIF OrbiMed 51% $11.1M 6/16 #msg-126868605
NPSP SHPG 51% $5.2B 1/15 #msg-109811213
CLZR ELOS 51% $65M 9/09 #msg-41293512
OMRI JNJ 51% $465M 11/08 #msg-33762745
IMCL LLY 51% $6.5B 10/08 #msg-32662830
CORI Gurnet Pnt 50% $504M 10/18 #msg-144156114
ENTL SYK 50% $662M 12/17 #msg-136714935
PSTX SYK 50% $120M 1/14 #msg-95510779
MYOG GILD 50% $2.5B 10/06 #msg-13712121
MIL Merck KGaA 50% $7.2B 3/10 #msg-47249493
CRGN CLDX 50% $40M 5/09 #msg-38262967
TNOX DNA 50% $919M 11/06 #msg-14673162
OCRX MNK 49% $75M 11/17 #msg-135889221
SURG VRX 48% $166M 9/15 #msg-116690920
BEC DHR 46% $6.8B 2/11 #msg-59624646
PHRM CELG 46% $2.9B 11/07 #msg-24645394
ROCM BCR 45% $262M 9/13 #msg-91684202
AAAP NVS 44% $3.9B 10/17 #msg-135797034
GNVC XON 44% $14.2M 1/17 #msg-128087921
SNMX Firmenich 43% $72M 9/18 #msg-143614780
RPRX AGN 43% $27M 12/17 #msg-136820335
ZSPH AZN 42% $2.7B 11/15 #msg-118292261
ASPX TEVA 42% $3.2B 3/15 #msg-112224762
CALP PKI 42% $600M 9/11 #msg-66915400
BRL TEVA 42% $9.0B 7/08 #msg-30792830
AST BTX 41% $85M 11/18 #msg-144764100
VITA SYK 41% $320M 5/11 #msg-63178312
AGAM STJ 41% $1.3B 10/10 #msg-55673504
DSCI IART 40% $204M 1/17 #msg-127779613
SGNT Nichi-Iko 40% $736M 7/16 #msg-123792475
PATH TEVA 40% s$144M 1/14 #msg-96147237
SLTM VRX 40% $236M 12/13 #msg-95003986
KG PFE 40% $3.6B 10/10 #msg-55425514
PCYC ABBV n39% $21B 3/15 #msg-111425234
SYR.L STE 39% $1.9B 10/14 #msg-107152734
HSP PFE 39% $17B 2/15 #msg-110577169
MRX VRX 39% $2.6B 9/12 #msg-79186818
CEPH TEVA 39% $6.8B 5/11 #msg-62636692
ORCH LH 39% $85M 4/11 #msg-61801828
MOGN Eisai 39% $3.9B 12/07 #msg-25163775
ALR ABT 38% $7.9B 4/17 #msg-130492505
BXLT SHPG 38% $32B 1/16 #msg-119743932
ITMN Roche 38% $8.3B 8/14 #msg-105603127
SNTS SLXP 38% $2.6B 11/13 #msg-93839578
ONXX AMGN 38% $9.7B 8/13 #msg-91383118
LIFE TMO 38% $15.6B 4/13 #msg-86836458
DUSA Sun Pharma 38% $230M 11/12 #msg-81273572
BTG.L BSX 37% $4.2B 11/18 #msg-145001575
STJ ABT 37% $30.7B 4/16 #msg-122251293
CBST MRK 37% $9.5B 12/14 #msg-108853418
SIAL Merck KGaA 37% $17B 9/14 #msg-106484466
PRX TPG (prvt) 37% $1.9B 7/12 #msg-77533202
MTOX LH 37% $240M 6/12 #msg-76240732
GENZ SNY v37% v$20.1B 2/11 #msg-59975091
PTHN TMO 35% $7.2B 5/17 #msg-131355584
DYAX SHPG 35% $5.9B 11/15 #msg-118164544
MATK Royal DSM 35% $1.1B 12/10 #msg-57987049
WCRX ACT 34% $8.5B 5/13 #msg-88088454
AMMD ENDP 34% $2.9B 4/11 #msg-61948007
CLRT GE 34% $580M 10/10 #msg-55864640
SGP MRK 34% $41B 3/09 #msg-36140327
HTRN ENDP 34% $223M 5/10 #msg-49838813
CLCD LLY 33% $960M 1/17 #msg-127941157
AKGZF Bayer 33% $2.9B 12/13 #msg-95174198
KNSY Royal DSM 33% $360M 5/12 #msg-75204020
MITI AMGN 33% $1.16B 1/12 #msg-71341339
JNP CTLT 32% $140M 7/18 #msg-141961886
CVD LH 32% $5.6B 11/14 #msg-107784169
SMTS COV 32% $250M 6/10 #msg-51344183
EXAC TPG Captl 31% $625M 10/17 #msg-135627315
TOMO ARAY 31% $277M 3/11 #msg-60697854
NXTM FMS 30% $2.0B 8/17 #msg-133627112
THOR STJ 30% $3.4B 7/15 #msg-115599422
PPDI CarlyleGrp 30% $3.9B 10/11 #msg-67625255
OctoPlus RDY 30% $35M 10/12 #msg-80752228
CGPI Galderma 30% $420M 2/08 #msg-28286522
IVTY SYK 29% $190M 9/18 #msg-143493139
FMI Roche 29% h$2.4B 6/18 #msg-141630144
COV MDT 29% $42.9B 6/14 #msg-103352775
CHTP Lundbeck 29% $530M 5/14 #msg-101687352
WYE PFE 29% $68B 1/09 #msg-35077617
APPX Fresenius 29% $940M 7/08 #msg-30498388
KITE GILD 29% $11.9B 8/17 #msg-134180657
PRXL Pamplona 28% $4.6B 6/17 #msg-132330332
INNL Gurnet Pt 28% $53M 4/17 #msg-130210863
CYNO HOLX 28% $1.44B 2/17 #msg-128697104
CRA DGX 28% $330M 3/11 #msg-61103240
SEPR Dainippon 28% $2.6B 9/09 #msg-41143301
SPNC PHG 27% $2.16B 6/17 #msg-132563070
QCOR MNK 27% $5.6B 4/14 #msg-100144844
CNJ.TO EBS 27% $222M 12/13 #msg-94886880
GIVN COV 27% $860M 12/13 #msg-94759019
VPHM SHPG 27% $4.2B 11/13 #msg-93924184
ASTX Otsuka 27% $886M 9/13 #msg-91706292
ALTH SPPI 27% $108M 4/12 #msg-74081029
GXDX NVS 27% $330M 1/11 #msg-59092015
KTWO SYK 26% $1.4B 8/18 #msg-143281972
LBMH BCR 26% $181M 11/15 #msg-118658269
CFN BD 26% $12.2B 10/14 #msg-106924866
CADX MNK 26% $1.3B 2/14 #msg-97103062
ISPH MRK 26% $430M 4/11 #msg-61724403
Zentiva SNY 26% $2.6B 9/08 #msg-32327005
KARO.ST EQT VIII 25% $650M 10/18 #msg-144517455
BCR BDX 25% $24B 4/17 #msg-130730335
SLXP VRX p25% $15.9B 3/15 #msg-111768607
FRX ACT 25% $25B 2/14 #msg-97422529
ICOS LLY 25% $2.3B 12/06 #msg-15623908
KYTH AGN 24% $2.1B 6/15 #msg-114667193
HITK AKRX 24% $540M 8/13 #msg-91428592
ZOLL AsahiKasei 24% $2.2B 3/12 #msg-73194976
NOVN Hisamitsu 22% $428M 7/09 #msg-39515681
RPTP HZNP 21% $800M 9/16 #msg-125097197
DNEX TMO 21% $2.1B 12/10 #msg-57686719
PLB.TO ENDP 20% $74M 11/13 #msg-93718507
CPTS Bayer 20% $1.1B 4/13 #msg-87353545
PBTH OPK 20% $480M 4/13 #msg-87185863
GPRO HOLX 20% $3.7B 4/12 #msg-74999864
FURX FRX 19% $1.1B 4/14 #msg-101191792
CLDA FRX 19% $1.2B 2/11 #msg-60171753
PPCO ENDP 19% $168M 8/10 #msg-53137069
EVVV COV 19% $2.6B 6/10 #msg-50797343
RCPT CELG 18% $7.2B 7/15 #msg-115406201
NDRM Mitsubishi 17% $1.1B 7/17 #msg-133239153
KCI Apax Prts 17% $6.3B 7/11 #msg-65162696
ABII CELG 17% $2.9B 6/10 #msg-51844360
ACL NVS x17% x$49.7B 1/10 #msg-45072999
MZOR MDT 16% $1.64B 9/18 #msg-143696059
VER.L LGND 16% $43M 8/18 #msg-142795933
ABAX ZTS 16% $2.0B 5/18 #msg-140837816
AEGR QLTI m16% $45M 6/16 #msg-123312384
KMNS XIO Grp 16% $510M 6/15 #msg-114711266
PRXN.L Upshr-Smth 16% $350M 6/12 #msg-76556065
CGRB JNJ 16% $970M 5/09 #msg-38039851
DNA Roche 16% w$46.8B 3/09 #msg-36224175
SCMP MNK 15% $1.2B 12/17 #msg-137177653
TSRX CBST 15% $707M 7/13 #msg-90492857
ARI.TO Roche 15% $190M 7/08 #msg-30904056
ZLTQ AGN 14% $2.48B 2/17 #msg-128649430
FEIC TMO 14% $4.2B 5/16 #msg-122953139
SENO BCR 14% $213M 5/10 #msg-49838776
AVNR Otsuka 13% $3.5B 12/14 #msg-108677894
SCLN GL Capital 11% $605M 6/17 #msg-132004673
WX pvt grp 11% $3.3B 8/15 #msg-116208102
ELN PRGO 11% $6.7B 7/13 #msg-90418077
TGX Juniper 9% $52M 8/13 #msg-90677660
EURX Axcan 9% $583M 12/10 #msg-57543845
HPTX HZNP 8% $1.1B 3/15 #msg-112225598
PMTI CYNO 8% $294M 3/13 #msg-85810217
TWTI HOLX 7% $580M 6/08 #msg-29877950
ARTC SN.L 6% $1.7B 2/14 #msg-96750072
CEGE BPAX 6% $38M 6/09 #msg-39163410
MEND JNJ 6% $480M 7/10 #msg-52176337
ELOS Apax Prtns 4% $397M 4/17 #msg-130128751
PRON.OL BASF 4% $844M 12/12 #msg-81711876
GENT JAZZ 2% $1.0B 12/13 #msg-95143526
CRTX Chiesi (3%) t$106M 9/13 #msg-92046498
VXGN OXGN (4%) $33M 10/09 #msg-42578130
AVGN MNOV (7%) $38M 8/09 #msg-40769841
VRX BVF (7%) $3.9B 6/10 #msg-51505172
KERX AKBA (13%) $475M 6/18 #msg-141859230
OPTR CBST (19%) $535M 7/13 #msg-90492857
MRLB SIEN (78%) $20M 6/17 #msg-132114929
TLON SPPI ‡(85%) ‡$11M 7/13 #msg-90020541
ASNS X4 Pharma ® ® 11/18 #msg-145105702
EDGE PDS Biotech ® ® 11/18 #msg-145087200
ORPN Enlivex ® ® 11/18 #msg-144993741
OVAS MLND ® ® 8/18 #msg-142796422
APRI SEEL ® ® 7/18 #msg-142554689
TPIV MRKR ® ® 6/18 #msg-141234250
VSAR ARAV ® ® 6/18 #msg-141288246
PSDV EYPT ® ® 4/18 #msg-139636450
SVON ELOX ® ® 12/17 #msg-137129259
AVIR VXRT ® ® 10/17 #msg-135798068
NEOT EVFM ® ® 10/17 #msg-135475699
IPXL Amneal ® ® 10/17 #msg-135476435
HUWX Processa ® ® 10/17 #msg-135169711
ADHD ARCT ® ® 9/17 #msg-134959115
ITEK RCKT ® ® 9/17 #msg-134563146
OXIS GTBP ® ® 8/17 #msg-133992461
CEMP MLNT ® ® 8/17 #msg-133699889
GALE SLS ® ® 8/17 #msg-133668985
AEPP Oncolix ® ® 8/17 #msg-133655781
MDSI INNT ® ® 7/17 #msg-138124228
OPXA ACER ® ® 7/17 #msg-132682989
MIRN SYBX ® ® 5/17 #msg-131394212
NVLS ALPN ® ® 4/17 #msg-130583796
CERU DARE ® ® 3/17 #msg-129681349
THLD MTEM ® ® 3/17 #msg-129612892
JAGX Napo Pharma ® ® 2/17 #msg-133472369
PIP ALT ® ® 1/17 #msg-127979048
MSTX SVRA ® ® 1/17 #msg-127699319
OGXI ACHV ® ® 1/17 #msg-127671152
GTCL.PA GKTX.PA ® ® 12/16 #msg-127378262
DPRX PLx Pharma ® ® 12/16 #msg-127377082
TKAI Otic Pharma ® ® 12/16 #msg-127360808
COOL PolarityTE ® ® 12/16 #msg-127170327
MRNA IthenaPhrma ® ® 11/16 #msg-126593922
SGNL MGEN ® ® 11/16 #msg-126214730
TBIO PRPO ® ® 10/16 #msg-125767889
EBIO Viventia ® ® 9/16 #msg-125325110
LPTN Apollo Endo ® ® 9/16 #msg-125044826
MCUR LPTX ® ® 8/16 #msg-124830007
STEM Micobot Med ® ® 8/16 #msg-124542946
CBYL KALV ® ® 6/16 #msg-123315137
AAVL Annapurna ® ® 5/16 #msg-122582472
BIOD ALBO ® ® 5/16 #msg-122880969
SNTA MDGL ® ® 4/16 #msg-121919321
APPY Strand LS ® ® 1/16 #msg-120095130
RESX Diffusion ® ® 1/16 #msg-119714298
CLDN Eiger ® ® 11/15 #msg-118623913
VBI SVACF ® ® 10/15 #msg-120043416
CLTX Volution ® ® 7/15 #msg-115354702
RTGN PULM ® ® 6/15 #msg-114559267
TBUFF POZN ® ® 6/15 #msg-114404029
DARA MTPH.L ® ® 6/15 #msg-114299115
TRGT CPRX ® ® 3/15 #msg-111461780
RGDO TBRA ® ® 1/15 #msg-109912303
TKMR ABUS ® ® 1/15 #msg-109820030
TSPT PRTK ® ® 7/14 #msg-103895855
VTUS ASMB ® ® 5/14 PR link
TELK MBVX ® ® 5/14 #msg-101987443
ZLCS EPRS ® ® 4/14 #msg-100707725
NABI Biota ® ® 11/12 #msg-81312718
TRMS GEVA ® ® 6/11 #msg-64249161
VSGN IPC ® ® 8/09 #msg-40603745
PGLA Avexa ® ® 12/08 #msg-34341452
NUVO ARCA ® ® 9/08 #msg-32420015
NOVC TSPT ® ® 9/08 #msg-31869987
SNUS OGXI ® ® 5/08 #msg-29604972
‡ Relative to “unaffected” share price in cases where
a buyout offer or auction was made public; excludes
CVRs unless otherwise specified.
* Adjusted for cash/debt on acquired company’s balance
sheet; excludes CVRs unless otherwise specified.
® Reverse merger; premium not calculable.
h For 43% of company not already owned.
j Relative to “unaffected” closing price on 1/16/18.
k Premium relative to 3/30/16 close.
m Merged company to be named Novelion.
n Premium relative to 2/24/15 (before leak of buyout bidding war).
p Premium relative to 8/18/14 (before speculation re AGN takeover).
q Premium relative to 4/10/14 (before Pershing Sq accumulation). After the merger, Actavis (ACT) renamed itself Allergan (AGN).
s Premium excludes contingent fees and is calculated from
12/13/13 close, the day before ENDP offer.
t For 42% of company not already owned.
u Includes $1.7B assumption of debt; premium relative to
3/27/12 close, when Bloomberg reported BMY bid. AZN pays
BMY $3.4B to put AMLN’s portfolio into 50/50 JV.
v Excluding CVR of $4-14/sh; premium relative to 7/22/10 close.
w For 44% of DNA not already owned.
x Price includes entire deal in three stages; 17% premium is the
blended avg price of NVS’ purchases ($164) relative to ACL’s market
price 4/4/08 immediately prior to announcement of first stage of deal.
y Includes $0.45/sh of contingent payments.
z Liquidated by Deerfield following failed merger with Archemix.
I am not aware of the evidence for it at this point. I am all for evidence based medicine. I don't think that one individual should tout their own case as evidence that something will not work.
Since your NAFLD is genetic and you were exposed to some nasty toxins in your 20s maybe you are not a good case study of one.
I am going to trust the CEO of AMRN. He has stated he believes the there will be an ADCOM because of the large indication. The fact that there is going to be an ADCOM should be factored into the current price in anticipation of it happening. If it doesn't happen, we should move higher. Same with priority review, if it happens we should move higher.
It seems that some here still want to buy the dip.