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Look, I'm just reacting to the bullshit subjectivity of it all. Nothing seems black and white with the litigation (infringement 12 week issue). Will the generics infringe? Of course they will. But, that is not really the question. The question is, does their label "induce" physicians to infringe (i.e., prescribe for 12 weeks or more)?
So, I'm the judge and I'm asking myself, will the generics infringe? I ask myself, is a frog's ass water tight? Yes!! But wait, is the infringement owing to the label? Hmmm, let me get my coin out.
JT isn't gonna buy squat. He gets a zillion free shares every few months.
Let's pray we win the litigation JL. Given how subjective the infringement issue is, I figure it's a coin flip. Oops, you didn't parenthetically reference the Clinical Trials section in the Indications and Usage section. Oh well, too bad for you.
The bullshit that billions of dollars can hinge on absolutely blows my mind.
In case you have not noticed, we've got lots of volume and a pretty big price move today.
Unfortunately nobody gives a rats ass what Wainwright thinks.
Flubber - I'm far from an expert, but I'll take a shot. Answer, IMHO, is nothing will prevent docs from prescribing the generic. That is just one of the many things that sucks about the litigation. Yes, it's about the Marine patents and label. But, is it really?
Answer is No. If we had assurances that generics would only infringe on the Marine indication I would not be as worried. If they win the infringement argument, they will infringe on the CV indication. No doubt.
All predicated on winning the BS litigation. A trial whose outcome hinges on which side of the bed Du gets out on. Seriously, it could go south due to the lack of a parenthetical reference. With billions at stake, the total subjectivity of the litigation is beyond ridiculous
Not sure of your point Kiwi. I was talking about option grants not litigation
Agree. That’s more what I meant to say. My main point is they should earn them
Agree. They should be tied to stock performance.
Please!!! Can't stay awake much longer
My bad. I’ll step up my game
Babr - I keep reminding myself it’s only been 2 months since approval. Keeping my eyes fixed on the script growth
Zip - did you mean to say more deaths in active group for ESPR?
Less than an hour before offering they said cash was sufficient for 2020. Can you say scumbags?
Probably discussed before, but there sure is a large OI on $12 puts for late March/early April. Can anyone opine on this (above my pay grade)?
BO is the only sensible path. Is anyone interested?
Exclusivity “largely” intact? It’s either intact or it isn’t
Talk about splitting hairs! I guess tricky is one way to put it. Subjective also comes to mind
Ortakoy - sorry if dumb question, but is it your opinion that AMRN prevails?
Well said!!!
JL - wondered the same on many occasions. I was told awhile ago on this MB that AMRN’s margin on V was 70% (i.e. plenty of room to undercut price). Don’t know if 70% is correct
Given the high likelihood of prevailing, why would AMRN settle now?
Could not agree more CBB. GIA makes no sense considering EU (ok, maybe a partner). What happens when patents expire? AMRN ceases to exist? GIA is flat out nonsensical
No, no dream here. Just stating what I have observed with other companies
Be careful, I’ve seen more than one tank after approval (following an initial spike). Can create a good buying opp
Alright Mr. Informed, tell the lowly uninformed. Have any buyers stepped forward yet? If not, why?
I'm a pretty good reader and I don't see anything in CBB's post stating that TerraPharma is the expert.
So, I'll pose the same question. Does anyone know the reason why TerraPharma is confident about a takeout of AMRN?
I'll also throw in that I don't personally know TerraPharma. As to whether or not he has posted on this board, well, I don't really give a shit.
3 of those went to Defendents. Not that it means anything in our case
Can you translate into English? Response deadline for what? Reply deadline for what? Thx
Well said TTE!
Why?
Me too
RAF - Thx
Raf - Thx for responding. The only numbers I have prior to about 4/5/19 were "non-normalized" (I believe) from Sam81. The week of 4/5/19 he reported both "methods" and the normalized values were substantially higher. Anyway, I was hoping to get the normalized values from September 2019 through 4/5/19 to be sure I have "apples-to-apples" values since RIt results. No biggy though as I do have your graphs on Twitter (thanks for that)
Raf - Great news. Was wondering if you could help me on another question. I've been keeping a spreadsheet of the weekly scripts reported by Sam81 and now you since Sept 2018. Around April of last year, Sam81 started reporting "normalized" scripts. For several weeks he gave us numbers based on the "old way" and the new "normalized" way.
Based on the weeks when Sam81 reported scripts by both methods, the difference between the old method and normalized for NRx was typically about 1.5 (i.e., normalized were higher by a factor of 1.5) and the difference for Refills was about 1.12 (normalized were higher by a factor or 1.12).
Is that essentially the recipe? (wanting to get all the weeks on a normalized basis)
Thx for any help
HDG - Thanks a bunch!!!
HDG - Still feeling good about the trial? (need a confidence booster here)