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Do we have scripts from Sam? We're missing Nov 16 data.
Awesome! Thanks SAM. Scripts are what really matters. It is the best communication from doctors.
Still feel that way?
Scripts will grow, lives will be saved, and AMRN will resume its rice climb. Buy more if you can during this dip.
Locked out. wtf
There are many parties who stand vulnerable if Vascepa succeeds. The Forbes article and others are just noise. This is a gold standard study. These potential headwinds portend for a future buyout vs a GIA strategy.
Agree. Between NEJM and Bhatt, AMRN soars next week. Huge step forward for patient care. Many lives will be saved.
So what is the Monday close?
$30?
$35?
$40?
Glad my basket is full
Yes, thank you, a great fly on the wall. Didn't have to leave Seattle and got it all. Much appreciated
Just finished the NEJM article. This is massive!
Way cool numbers. Thanks Sam. Imagine being the cardiologist who doesn't prescribe this to their statin patients.
Vegas baby... T-shirts. I've designed shirts for Vegas. They're sweet. I plan to have them shipped to our hotel for Saturday pickup. I understand that we have 27 current attendees for January, but there's plenty of room on the bandwagon. Going to offer for $20 each and donate any profit to the Wounded Warriors. As we get closer. we'll need handles, names for pickup and Venmo for payment if you're interested. They will only be for pickup in Vegas as I don't plan to ship.
Key dates
Confirm Vegas attendance - 12/15
Confirm size and pay for shirt - 12/31
Pickup shirt - 1/19
Thanks AMRN. Picking up his & hers Model 3s to celebrate the AHA next week. Also closed on a wooded lot next to our house with an eagles nest and interesting trees. That and the gift of retirement @ 52. Gotta love asymmetric bets.
Thanks Sam. Hope to see you in Vegas.
Thanks so much Sam. Always something interesting on a Friday morning. Thanks also for the aha announcement.
You said it yourself. You fell in love with the stock.
No stock is ever worth that and is dangerous to project those feelings on a stock.
Imagine being a doctor with patients on statins and NOT prescribing Vascepa. How will you defend that to a colleague? to a patient? in court? Great numbers. Thanks Sam!
I broke my arm last week and am having surgery to reconnect it tomorrow. Would you recommend epa to combat post surgery inflammation? Thoughts on doses and duration?
If the AHA meeting goes as planned, then I would expect the following.
1. Word of mouth promotion from docs.
2. Media writeup of thus new, safe, effective and affordable treatment.
3. Stepped up DTC advertising
4. Further insurance carrier adoption
5. Accelerating scripts as patients cycle thru visits
6. FDA approval track for indication
7. Buildout v buyout
Rock on Sam! Great #s
You should probably sell.
Great numbers. Thanks Sam. I don't expect that we'll see the Reduce IT effect until a few months after the Nov meeting as patients cycle through their doc appts. Then we should really 'hockey stick' after FDA approval. Exciting times.
No, I live on an island outside of Seattle. I will be there in January.
I'm in for Vegas.
Price difference was negligible and I got 2 extra month's insurance. I have over 30K shares so a nice gain. I would hate to see that go away for any reason. Now, I'm mostly protected from an unforeseen calamity in either the broad market or in Amarin/Vascepa until mid January. I hope they expire worthless and AMRN is at 60. But if something unexpected happens and AMRN is back to 2.5, I'll be OK. Will you?
Insurance is for the unforseeable damage that you can't recover from. So Rose, I believe in Vascepa and in Amarin's ability to either execute on the R-IT indication or sell at a premium. So then what could go wrong? We haven't seen the study results. What if a result is questioned or even mistaken? What if all biotech craters due to something unforseen? What if Trump gets impeached or starts a war? What if the tariff spat with China escalates us into a recession? We don't know what MIGHT happen. I do know that if shit hits the fan at worst I can sell my AMRN for 15. That allows me to sleep well since that's 5X where it was on Sep 21. And I can reap the expected future gains without looking over my shoulder or selling to take my profits.
I encourage long time longs to buy some puts now and hold the rest to maximize your upside. You may look at your swelling account and smile, but one of your next thoughts may be,"What if something bad happens?". I was able to buy January 15 Puts for less than $3 today. I'd encourage you to do the same. That allows you to keep your holdings on the table for the Nov conference, FDA approval, maybe a BP buyout?, and still sleep at night.
I've been working on a picture for a number of years. Gonna make t-shirts for the Vegas event.
Would love to attend. Another weekend might be better as it's presidents weekend and Vegas will be extra crowded. A non-holiday weekend might be better. Should we wait until FDA approval before meeting??
Thanks SAM. Congrats on the baby! We'll know we're there script-wise when Vascepa begin to grow the pie rather than just our slice of it. Onward!
Can someone put down their champagne long enough to publish the weekly script numbers? Has SAM decamped to Bangkok for a week of celebration? Scripts? Revenue? Profits? Anyone...Bueller.
SAM, do you have numbers?
So what would a legitimate buyout offer from BP be now? Please give your number and brief rationale.
JL, thanks for your insight over these years. I know I owe you a drink in Vegas.
I know I owe JL a drink in Vegas. SAM thanks for keeping us all sane with your script numbers.
Thanks Sam! So now we get R-IT and begin to grow the pie instead of the slice. Happy Autumn!
I'm bullish. What's changed? JELIS supports R-IT. Amarin has no doubt done their own side analysis and are planning a large on-boarding of sales staff. Nothing is certain, but I like our chances.
Contest - One person left with a 9/12 ticket, then we're all in the same boat.
Thanks SAM. Good numbers
Scripts? Has anyone seen SAM today?