The role of genius is not to complicate the simple, but to simplify the complicated.
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Has joe z. Ever purchased shares on the open market?
Not if you wish to apply the wash rule AND report being back long the stock by 12/31.
I see you, big buyer on the down low.
Too frequent 1000, 2000 share trades.
"Definitely Europe, we focused on the digital and the omnichannel launch from day one. So that’s not the change. I mean, we’ve built our model based on that and now we’re working on beyond the first 10 markets and ***what are we going to do with Central and Eastern Europe, because we believe we’re getting a lot of requests for partnerships in that area.***"
"And then, additionally, there is all the business development effort to ensure that we diversify the portfolio in a very selective way, we built a commercial infrastructure in the U.S., we’re building one in Europe. So today we can position ourselves as a true preferred partner for the next upcoming launch in the cardiometabolic space, simply because if that company partners with us, their product is going to be priority number two after VASCEPA, if it goes to a big pharma company, it’s just probably going to be a priority seven or eight, if any on their priority list."
"it"= their product
He not talking about partnering vascepa in a territory like they did in canada.
For amarin to diversify the portfolio of products, the product would have to be a new amarin partner's product.
"But we’re also investing time, effort and money into the portfolio diversification. So part of this is the lifecycle management of VASCEPA, because we believe that there are still a number of opportunities to develop indications, or more importantly, formulations, that will create value for both the patients and definitely our shareholders."
Very intriguing ...
"If Amarin stopped selling Vascepa in the US, and the generics capture 100% of the market (above and below the 500 trig level) how could there not be an infringement? How does a generic company defend them self against that?
If 10% of the market equals x, and they are selling 10x, how can they claim a blind eye to the numbers? Treble damages would certainly exceed any money "earned" from selling into the patent protected market. "
fascinating concept ... legal jeopardy due to meeting the supply demand of ALL buyers rather than just specific buyers with certain conditions.
Is there a way to track prescription rate growth in Germany?
There's a .5g capsule too.
Covid trial result is, wait for more data from other ongoing trial.
But this, this is certainty note (news) worthy
Icosapent ethyl also conferred reduced risk for sudden cardiac death (HR = 0.6; 95% CI, 0.38-0.94; P = .02) and cardiac arrest (HR = 0.44; 95% CI, 0.21-0.8; P = .02), according to the results.
If only vascepa scripts could react the same way as ivermectin's have ...
Prescriptions for ivermectin and related calls to poison control centers have shot up sharply during the latest COVID wave, and the CDC is warning healthcare professionals to steer patients away from the drug.
Scripts for the antiparasitic have risen rapidly since July, jumping to more than 88,000 in the week ending August 13, CDC researchers reported in a Health Alert Network warning. That's way up from a peak earlier this year of 39,000 for the week ending January 8, and a 24-fold increase over the pre-pandemic baseline average of 3,600 scripts per week from March 2019 to March 2020.
"Mikhail said preliminary Covid study data is scheduled for release next week at the European Society of Cardiology Congress.
“You look at what Covid patients die from, they mostly die because of an inflammatory storm,” he said. “If the study is positive, and it has value in delaying progression in Covid patients … that would be incredible.” "
spoken by a new ceo who is prepared to use better adjectives than "robust"!
let it be
"Healthnet,Hickma and Dr Reddy have all conspired to infringe on R-IT patents...But the case against Healthnet is the most obvious to prove."
And healthnet, if liable, has all the data necessary in their own databases to calculate the damage caused to amarin. They have everything. Rx distribution among manufacturers, Rx distribution among indications, Rx cost born by patient, insurer, manufacturer, etc ...
Theirs is a treasure trove of discovery for liability and subsequently for damages, if such is the case.
I would love the opportunity to parse healthnet's data applicable to icosapent ethyl, both branded and generic.
Epadel encapsulation method
https://www.mimaki-family-japan.com/item/detail?item_prefix=TF&item_code=002253&item_branch=001
This was the highest purity nutritional epa product on the market when was taking it circa 2010.
https://ca.iherb.com/pr/Minami-Nutrition-Supercritical-Mood-Omega-3-Fish-Oil-500-mg-60-Softgels/9225
Aducanumab, $56k/yr.
Imagine if vascepa were to actually work for Alzheimer's.
Oh no. If I forget to take the daily dosage, I wake up the next morning and have to do the squishy eyelid thing to move around what little moisture there is.
Definitely works.
Take heart. While it won't improve the fattiness of our wallets now, perhaps the long term vascepa consumers such as ourselves will be studied as they live to their 100's similar to the Okinawans.
Do we get any sense from amarin how many of the prescribed patients cease taking vascepa over different durations?
I've taken vascepa for dry eye relief for 8? years now, but without dry eye symptom relief, i have no obvious "indication" it is doing anything.
It's much more difficult to sell to a consumer, if you take vascepa for this long, something bad that might have happened might NOT happen.
The consumer says "how much is "might" gonna cost me?" And since we're talking "might", how much does the degree of mightiest change if I take vascepa periodically instead of routinely?
Must be much easier to sell drugs that lessen symptoms ... Outcomes be damned.
got it.
"Not bad. I like this. But is this practical in the real world?
1. What if TG was very very high, say 1200 and after Lovaza, it stabilizes at 600, this person is still not eligible for V
2. How soon does a typical patient return to the doctor for additional blood work? 1 year? If so, they would be stuck with L for at least that year. "
from the amarin shareholder's perspective, I think at that point the impact to vascepa revenues is reduced to an insignificant level.
"What about a patient with TG 600 who also fits the REDUCE-IT profile (except for VHTG)? "
prescribe generic lovaza until TG < 500 then switch to branded vascepa.
Robinhood'ers vs. Hedge funds
It's like company's namers ("robinhood") knew how their platform was going to be used in the future.
A research article published in Science Magazine on Jan 25th, 2021 states that Plitidepsin has potent pre-clinical efficacy against SARS-CoV-2 by targeting the host protein eEF1A.[9] SARS-CoV-2 viral proteins interact with the eukaryotic translation machinery and inhibitors of translation have potent antiviral effects.
From a rare marine sea squirt who eats plankton. Hmmm
argue
go, go.
That was sarcasm (I suspect once again you have missed a subtle nuance)
Out of the goodness of my soul because I have enjoyed our exchanges over the past 7? years soooo much?
You mind has drifted to buy side analyst use of dcf for share price targets.
The thread was about the appropriate valuation methods used in acquisitions.
Would you please put more effort into understanding the context of a thread before you butt into it.
What difference does it make if someone accurately predicted in their model the loss of patent ? It happened.
To my understanding, Hsv is incurable, but can be dormant for long periods if time.
If you are asking if diminishing revenues over time (regardless of reason) could be modeled, my answer would be yes.
Perhaps hsv has been dormant in your son for years, I.e., someone gave it to him some time ago and it has finally displayed itself.