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Raf - what happened to Sam?
So, what does everyone think about the STAT piece tomorrow? Sounds like Feurenstein (spelling?) has an Epanova guy scheduled (though I read the doc prescribes Vascepa). Another hit piece?
JL - As always, thanks for the education!
From TerraPharma on Twitter:
https://academic.oup.com/eurheartj/article-abstract/40/Supplement_1/ehz745.0566/5597166?redirectedFrom=fulltext
Not sure what an "ischemic brain infarct" is, but it doesn't sound good.
Thanks!
FFS - Do you have a near-term target in mind?
From Antihydrogen on Stocktwits. Mary Roberts presentation at Anchor AdCom I believe. Bottom of page 3 and top of page 4 hit on the MO issue.
https://ada-young.com/pastebinc/h7HPuxmC/content
HDG - Nice find. In fact, that language was from a 1955 Federal Register
Agree 1000%. The only reason AMRN does not get approved for CVD would be corruption taking precedence over saving lives. We'll learn much about our FDA shortly.
Several good comments added to the AdCom docket today. Worth a read. Aside from the piss ant MRC, every comment is in support of approval. There is only one reason V would not be granted a CVD label. That reason would be corruption.
FFS - Yes!!! Though the Bus raises a good question. Is it gonna smell?
FFS - Nice call! Was tempted to follow your lead but funds are a little scarce.
Wait, I thought MO affected statin absorption! You telling me that is not covered in the regs? Say it isn't so
JL - what about insurance coverage? I would think that is key to getting the script numbers to skyrocket. The wider the label, the better I would think.
Hamoa - Thanks
Hamoa - complete patent dummy here (me). When is court expected to rule regarding the requested docs?
I am so sick and tired of this; "we do not believe this theory (MO) can account for the entire benefit observed in R-It" when they should say at most it might account for a tiny fraction of the benefit.
There are dark forces at work here. I'm becoming more convinced it is those dark forces that gave rise to the AdCom and the MO "issue" is gonna be front and center.
Sickening how many people are operating on the BP dole and the small value they place on human life.
FFS - So you buying?
FFS - Excellent!!
FFS - When you gonna roll out the volcano charts again? Kind of miss them!
JL - thought you might appreciate this. Interview with Bhatt where he postulates it's about the EPA levels, also inflammation, etc.
https://www.healio.com/endocrinology/cardiometabolic-disorders/news/online/%7B8b130538-9e8b-4c65-b7ff-34b22066be00%7D/icosapent-ethyl-appropriate-to-use-to-reduce-cv-risk-despite-pending-questions?utm_medium=social&utm_source=twitter&utm_campaign=sociallinks
Regarding my previous post of Antihydrogen's DD on MRC. Why does the FDA even allow the CP from MRC, or any comments for that matter, to be posted on the AdCom docket?
Some DD on MRC:
The following was posted on Stocktwits by Antihydrogen. Sorry, wasn't sure how to deal with the links in his file.
Antihydrogen's Notes on the Medical Research
Collaborative, LLC
Last updated: 20191012
Part of making any prudent investment is understanding the market, the product, and the people that run the company. The opposite is also true. We need to understand who's attacking a company, to understand their merit, and to understand their agenda to assess the sum of risks. One of my investment is in Amarin Corporation. Naturally I perform due diligence on fundamentals, leadership, and science. Today my focus is
on this entity called MRC (or Medical Research Collaborative, LLC) because their name keeps popping up in forums and places attempting to sway opinions from the shadows. The way they operate feels like a penny stock broiler room. In the past year alone MRC had been launching an incessant discrediting campaign (i.e. link, link, link, link, link) on Amarin Corporation. It's clear after reading their twitter feed (link) that this entity's goal is to manufacture short narratives for the purpose of making short trades and to sell research materials to support its short theses from its website (link). Good shorts stand behind their reputation. George Soros, Carl Icahn, and even Andrew Left of the infamous Citron Research. Who runs MRC and what are their reputations? I could be wrong, but I'm not often wrong, that this organization carries the attributes of an illegal stock manipulation enterprise. Let me take you on a short journey to learn about this so called self-designated reputable organization.
1. Medical Research Collaborative, LLC
What's in a name? Looking up any news about them leads to one paid Accesswire advertisement (link) announcing the launch of their website offering market research. Under the contacts list shows:
James Murphy
Executive Director of Marketing
Medical Research Collaborative, LLC
Phone: 1-877-427-1317
Email: admin@medicalresearchcollaborative.com
Web: https://medicalresearchcollaborative.com/
Source: https://medicalresearchcollaborative.com/
2. https://medicalresearchcollaborative.com/about_us
Let's visit MRC's official business website. However, it's also anonymous with no public representative shown. The contact page at least provides what appears to be a physical business address to a suite and
phone number (link).
Medical Research Collaborative
7901 4th St N STE 4081
St Petersburg
FL 33702
Telephone
1-(877)-427-1317
3. People work for you, right?
Searching LinkedIn pulled up only 2 names.
Steven Giardino (link)
President and CEO at Medical Research Collaborative, LLC
Tampa/St. Petersburg, Florida Area
James Murphy (link)
Executive Director Of Marketing at Medical Research Collaborative, LLC
Houston, Texas Area
Steven Giardino's profile matches the same area where MRC is located. What's James Murphy doing in Texas away from the company. In either case both the CEO and the Executive Director of Marketing have empty profiles. I expected to see a list of related prior work experiences on a site like on LinkedIn with a nice collection of industry connections.
After all this is how many industry professionals use LinkedIn to keep in touch these days.
4. At least you're a registered business, right?
According to the State of Florida's business registry MRC doesn't exist (link). According to the Texas Comptroller of Public Accounts MRC doesn't exist either (link). Surely the company must exist in a national business directory of 28m registered companies as an LLC right? MRC still doesn't (link). Medical Research Corporation, LLC doesn't exist.
5. Let's locate Steven Giardino, CEO, from Florida
No public records of Steven Giardino (link), nor Steve Giardino (link), nor Stephen Giardino (link) of Florida. Not on Been Verified either (link). Not on TruthFinder (link). This supposedly reputable CEO who personally writes Citizen Petitions to the FDA is a ghost. Eversept Partners (link, link) (Amarin is currently their 2nd largest holding) and King & Spalding (link) have also tried the FOIA route (link) and must have also reached the same conclusion.
6. Let's take a closer look at the office location
"7901 4th St N STE 4081" at first looks legitimate but upon digging into its owner, Bay West Center, something goes awry (link). There are only 3 office floors and every floor's suite only has 3 digits and the first
digit represents each floor. Where is suite 4081 located, on the roof?
It turns out the suite 4's (link) are actually mailboxes forwarded to a company called
NORTHWEST REGISTERED AGENT LLC (link)
7901 4TH ST N STE 300
ST. PETERSBURG, FL 33702
and this agent provides quick and dirty anonymous company registration services online. This is convenient for entities to disappear after gorging on enough money.
Wrapping up
In our short journey to learn who the reputable people supporting MRC were, we instead learned that nobody exists and neither does the company. Perhaps trusting sources that aren't willing to openly put their own reputation on the line should be treated with great suspicion. Everyone has an agenda. It's your job as it's mine to weed out seemingly true false data because that's a risk we can't afford to take with high stakes investments.
Hell, why don't we have confirmatory trials for everything. (kidding of course)
JL - Wouldn't it be tough to recruit folks for a DDI study? I mean rather than a potential benefit in the active arm, they would be signing people up for a possible detriment (not that I believe the MO BS)
Amidst all the MO bullshit, everyone fails to mention a very important point. The R-It data showed that those in the placebo arm that did exhibit the miniscule LDL increase actually had fewer events than those whose LDL remained the same or decreased. The MO issue is complete and utter bullshit.
Sorry if this has been brought up already but, did anyone else notice that brazen little piss ant MRC posted a comment to Amarin's AdCom docket. Essentially an update of his BS CP.
Whoa, was not Nov. 14 the earliest possible day FDA could schedule AMRN's?
Thanks!
Meaning?
JL - I always seek out and read your posts. They have pulled me off many a ledge the past few years! Here's hoping there are no more ledges.
Thanks for all the great posts!
Yea, I had to turn it off as I was afraid my head might slam on my desk when falling asleep.
Same here
Try this http://wsw.com/webcast/cantor10/amrn/index.aspx (it's on Amarin web site)
JL - Actually I do remember you saying this a few years ago. Still wish you were going to be at the AdCom!
JL - Do you ever convey any of your brilliance to Amazon, Bhatt, etc?
Gg - Perhaps not much, but cudoctors.com has some info on Wang
Mellow - I noticed they did not mention China on slide 4. Any idea why?
Capt - Pretty sure I'm gonna go. I live just an hour or so north. Email is tkirkpatrick82@gmail.com. Breakfast could be good.
scxj - So the list you linked are the members for the AMRN AdCom?