Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Styles,
The case has the potential to go all the way to SCOTUS if the Appeal court doesn’t see it thru. Imo
Sleven,
B4 the fiascos created by Du, IMO the intent was to GIA all the way except EU, which supposed was up for bid bc they need the fi strength . No BO the mgmt wants to milk the cow!!
Sleven,
Why the 800+ reps ?
Partner in Canada, China, and maybe others and ROW?
Partners in EU was likely the plan, only now JT is hindered by Du.
doctors
Louie,
I believe the estimate was 80 m people fit into such criteria with 11 m increase yearly on a 25% of the total mkt?
Montana,
413 m shares is including options and restricted shares award, why do you thinking they deserved it?
:-0(
raf,
Would FDA allow for Rd-it label for CVD reduced risk only? If that is allowed or approved by FDA, Amarin can subsequently promote it rest assured Generics be sued for patents infringement?
Ditto!
Seem like the more we discuss the more we find the obscurity from judge DU’s decision.
Do we really need to think hard about any motive behind this?
So does it beg the question why JT signed off on the trial be held in her district ?
Dml,
I been reading Dmiller posts at least 2 decades.
He works on both sides of the fence so he always win!
To his credit he toots him own horn, not easy to do? :-0)
A projection of $0.08 loss with 129.3 rev by Benzinga
Pdude,
Pardon if I stretch some, isn't it true that gV follows Vascepa label to the teeth and better? So say Amarin only put R-it on the label and gV have to do the same, don't they violate the R-it patents then?
At least Amarin will take them to court on the R-it patent claims asap
JL,
Pretty soon I might say CAFC will shutdown the liberal judge making her own rules and erroneous judgement!
Kiwi,
Problem solved.
Good night
Kiwi,
Besides, generics ANDA for marine appl only, ‘ why would they enjoy the fruit of Amarin ‘s label for other application.
They could apply for it , but the is another story you know what I mean? Veg
Kiwi,
You meant Amarin really don’t have the right to do so? So Amarin is the only guy who sell for >500 trig application?
Obviously Vascepa has more than ONE therapeutic capacity but would like to choose the more important application for the benefit of the patients.
</veg>
Maybe Amarin destroy the “Marine” label?
Prude,
Amarin is still waiting for Vascepa label approval from FDA, what if label for CVD reduction only, can gV sell for that? Thx
M, me too!
All I am wishing for is a partnership for EU, negotiating partner(s) on the condition of investing a minor stake in Amarin. That in itself serves to stabling stock price back to the 20's. Also that would allows mgmt to home in on the sales/marketing and eventually micro focus on the appeal proceedings . My 02 cents.
So how would the 10% short shares be fitting in?
Very clear for me, Thx for making the post.
To ran a trial for 6 hrs to answer FDA is certainly enough proof of non obviousness issues!
Cheers,
Grey1,
Better yet Amarin just gives away the first 12 weeks for free and collect on the rest of 38 weeks on an annual prescription?
How to work out the logistics, on a second thought?
It is affordable from a coupon point of view?
You couldn’t plan every steps of the way but be reactive with various scenarios. For example: create a partnership just for EU, on condition of minor ownership of Amarin, so that the company can have ROW?
Amarin is a single product company, how many bottles of Vascepa ‘s profit to have paid for a sale person with full benefit, say 120k min? Not to mention offices , expenses, etc,.
Target online ad saves a ton more and traditional sale call?
Yes, BO is one of the option but hardly the only option because then you lost the entire franchise unless you then turnaround invest in the buyer(s) share. But the priority now is to keep the value of the company from slipping away right? You must create a condition for BP to acquire of mutually beneficial % ownership. The result is more capital and stable stock price . You zero in the appeal immediately with vengeance, concurrently doing just ad online with DTC approval, barebones the sales department because now you have BP partner(s). You still have a company intact?
Now explain to me you “negative implications “? ????
IMHO, we ARE paying JT too much for the screw up in allowing for the trial to happen in her court? What is the remedy now
Oneragman,
You are buying time, firstly for the EU approval and secondly for the appeal, thirdly you gain great bang for the buck as buying ad now cost less doing so.
You spend wisely by keeping bare bone sales people and ad dollars expenditures then you are making money instantly, that alone will support stock price!
If you win on appeal you will loose nothing time wise, at that time you have full leverage on the EU deployment, either with or without partnership or even BO within this time period.
What is wrong with this reasoning?
Posters,
No sale force = Cash flow positive = instant profitability !
Kiwi,
Any chance that JT forfeits benefit + salary until BO? LOL
Is there a minute chance for Judge Du to rescind her judgement and order a retrial and let the defendant to ask for an appeal?
Any possibility?
Bravo!
One must take full responsibility given that kind of high rewards he been getting from shareholder?
As an investor, one can then have a second chance from the acquiring company?
Rest-of-world and $800 million loss carry forward?
Hanky,
I posted the same idea days ago but valuation wise I think you are promoting a Fire sales?
Strongly disagree with the numbers. Try again!
HDG,
As a matter of fact , a 2g regiment of Hydroxychloroquine will kill someone but 1 g will cure?
Obvious or not ?
Anticipated or not ?
Maybe Judge should rule accordingly , patent obvious for Marines application but not obvious for R-it application?
I think the Judge made a joke out of the CEO of the Year?
Rose,
I even shared the same thought as yours, regretfully so. But now I do NOT agree with you on the evaluation, reasons as follow:
1. EU allows 13+ yrs of sole market, it will at least be equal size of US revenue in the hand of BP. Amarin can sell the right with royalties that alone will be worth 400 m X 13 = $ 5.2 B market cap, plus the right itself would be $2 ~ 2.5B.
2. Importantly Q2 Amarin could be cash flow positive by drastically downsize it sales force, once the appeal successfully Amarin needs to team up with the same BP or another to help with marketing to achieve profit for $.8 ~ $1.2B ?
3. The ROW is not in the equation right now, I would definitely give it a more favorable number?
You are 100% right, agree wholeheartedly
RAF,
Why not entice BP or BPs to take an large equity stake + joint marketing agreement, thence fight all the way to appellate court?
With the BP marketing muscles, generic will not be an issue?
What would the label read like?
Anytime? I doubt it.
Amarin doesn't have a post R-it label yet? Fact?
To the knowledge guru on this board including the patent attorney :
Given the 'obviousness' and therefore non-patentable, could there be any differentiation pertaining to any R-it claims from any other patents?
Is there any recourse from USPO?
Thx,
JL,
You absolutely nailed it, the judge seemed to proficient other than science and biology ?!
Who picked the court and who preferred bench trial.
Sad, sad.