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murphy if vascepa works pps will reflect it quickly if there is some gray area well then we will wait and see this is not a 4 year deal there will be a slight lag for doc education but they will co promote immediately with a big pharma sales team to minimize the uptake time .. but a modest RRR of 15% and we are money.. I bought more today because its a gift that keeps on giving I take vascepa so I know what its worth to me
VU, I would suggest the market as a whole does not believe reduce-it will be modestly successful at a cap around 800 mil in what will be a multi bil market space
shad, no it was off label I ran into a physician assistant who believed in our systemic inflammation theory … she didn't advocate stopping metformin btw but I monitor my glucose level 2x-3x a day so i'm treating myself for the sake of full disclosure
I realize JT was protecting shareholders this morning selfishly I wanted to see a sell off and we still might albeit modest i'm a buyer this a.m. we will look at this price as a gift in a few weeks if not before... i'm off metformin 3 weeks now and have had my lowest fasting B.S. readings recently having been on 4 g's of vascepa since March. RWE in phx, az :)
I would love a blood bath illl back the truck up ..
For those of us long and fairly convinced of at least a 15% RRR; Wouldn't we be better off for no CC tomorrow and let PPS diminish perhaps and make use any remaining dry powder as a gift going into top line data release?
chas helped me immensely early on with exas... my only 2 biotechs I still own.. and the only 2 I have ever pounded the table on with family and friends as well .. exas had a very bumpy last 3 years intially with uspstf not unlike amrn's adcom debacle .. if amrn gets to 8 bil mkt cap i'd be ecstatic
chas helped me immensely early on with exas... my only 2 biotechs I still own.. and the only 2 I have ever pounded the table on with family and friends as well .. exas had a very bumpy last 3 years intially with uspstf not unlike amrn's adcom debacle .. if amrn gets to 8 bil mkt cap i'd be ecstatic
none of this means anything unless out of pocket costs for a script is nominal .. we need tier 1 pricing asap
marz.. I've been at this game for decades .. I think I've seen it all so yes as much a JT wants to tell us know one has a clue as to results... and I believe him that amrn might not have a clue but when there are billions at stake some folks glean info from hands on sources and will trade accordingly
i'm going down with the ship or better yet rising up like the phoenix! it appears I've taken a course in stats solving for 2 unknown variables predicting probable outcomes... Jelis was why I invested way back when and still remains my foundation … won't be long now as a parent says to the back seat
medical rep offers will be contingent on successful reduce-it as most of you realize
PPS will reflect payors coverage tier 1 status
in the mean time JL i'll keep adding … best risk/reward opp. in a biotech I've ever experienced adjusted for time to read out and likelihood of at least modest success.
good one mr. murphy!!!
F.E.A.R. --- false evidence appearing real. When does wall street offer this opportunity to at least triple your money in 30 days or less? and i'm being conservative. this is late in the 4th qtr we have the ball we have the lead ; all we have to do is take a knee and let the clock run out.. those who stay will be champions
Gut check time boys we've been here before but we have much more clinical info. I like our chances
my other bio's are down in unison same pattern as last week
zip.. my take from the docs and P.A's I've talked to about EPA over the last several years leads me to believe Vascepa will have a good number of early adopters its not unusual to discuss inflammation as a issue that the main stream med. community hasn't completely figured out and many aren't convinced the Framingham study is the ABSOLUTE correct paradigm for treating CVD..i'm not convinced its all about lowering tryg's either but highly purified EPA in a therapeutic dose creates more health
agree couldbebetter! seems what they will be experts at is the EPA angle but if their coffers are full the sky is the limit.. not sold the present leadership team is equipped to go down the non epa road but lots of money will attract that talent
so it goes without saying if reduce it is successful you can figure on 350+ reps so they would be in a nice position to co promote another drug(s) .. who will prescribe the combo drug? mostly pcp's? cardio's? if it's cardio's the co promotion will be a related call if it's pcp's who knows because it can be anything.. I know for a fact this relives dry eye syndrome and lowers insulin resistance in me :) so perhaps endocrinologists and opthamologists will be called on as well at some point .. ok make that 500 reps
yeah looks very promising perhaps as much as a 1.5 bil opportunity on top of CG; next 10 days or so should be quite interesting as we have annual meeting Thursday and then earnings call aug 1 … i'm most interested in the guidance given on the call. I think we get to 1 mil tests in 2018. More color on liverguard should enable the analysts to start dcf model on its revenue. Liverguard will be a lot more profitable per test than CG.
me33 .. I got a margin call as well .. lost my arse thought I would never recover but I got lucky on another biotech... naïve then wiser now
anybody go back to pre adcom day's when we encouraged a gentleman named Harry, I believe was his name, to stay in though it sounded like he didn't have the money to lose? after that adcom I stopped dispensing investment advise instead if someone asks I tell them what i'm doing these day's but certainly i don't believe in any sure things on wall street these days.. this will be my last binary biotech investment .. too old for the risk and drama :)
There are 24 million type 2 diabetics in the U.S. There are 400 million globally. 4 g's of Vascepa daily will soon prove to reduce insulin resistance. A pleiotropic effect imo… What is the market value of 6 million (25% of 24 mil) americans taking vascepa for this indication alone?
I was taking metformin and approximately 4 months ago had my P.A. off label 4gs of Vascepa. As of 10 days ago i'm off of metformin and A1C in the 5's. My P.A. is a believer that systemic inflammation is at least a partial culprit in a lot of disease she treats
interesting read on cancer and omega 3's
https://www.medicalnewstoday.com/articles/322482.php
BB you may be correct .. I was thinking after a successful reduce it they offer convertible senior notes perhaps paying 2% interest due 2025 at say $30 - all the variables are wild ass guesses but it eliminates further dilution until the market understands the impact of Vascepa. I realize they have other convertibles due at some point. I've watched other bio's do this after they've raised a couple of times after a successful trial with limited capital because of r & d and hiring 100's of reps. in any event … all luxury problems if reduce it is successful.. thanks for your input
6 million shares traded and 86 shares traded after hours hmmmmmm
Friday on high volume seemed very orderly on a 3 cent gain .. today on similar volume just as orderly after it fell to desired level.. don't care a bit as I'm long into the read out... if AF bashes the stock tomorrow then we have an idea what might be going on today
james how are the shorts going to time run up and exit prior to reduce it announcement?
this afternoon will be interesting to see if there is a runup into AF commentary
strange indeed very orderly if you ask me
they can post results from the type 2 subset … let the public draw their own conclusion .. Cologuard isn't labeled for folks with family history of crc … its off labeled to thousands everyday.. under 50 and with a family history because it makes sense
i'm betting after reduce it - every type 2 will request 4 g's of vascepa on top of metformin or whatever they are taking to lessen insulin resistance … direct to consumer tv ad's .. remember the safety profile of this drug
so I have been taking metformin for type 2; I had the doc prescribe 4 g of vascepa 3 months ago … I check my b.s. 3 to 4 x's a day … after 90 days on vascepa I no longer need metformin.. this isn't a definitive clinical study of course just passing along my experience
can't wait for this to be over... too many experts... a chartist pontificating on a binary event my word how absurd
Good read out and results get published in NEJM or similar and scripts go through the roof.. FDA will be quick to amend the label or face scrutiny of botched adcom; how many people died because they didn't have access to this drug with a placebo like safety profile??? this will be a PR nightmare for FDA if they drag their feet on label expansion. All contingent on a good read out- we just need to see statistical significance in the type 2 population and we have a homerun
what do you think? one last bear raid a shaking of the trees so to speak.. this stock has tested my deepest conviction of what I believe is going to happen and how the pps is behaving leading up to this seminole event
may the count down begin.. win lose or draw this will be my last big biotech play.. too old now and this one had way too much drama.. i'll take 20 pps and a nice cabin on a quiet lake
Keny, we knew the same financial advisor