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JL...eviscerate V just cause it hasn’t helped me with des? Sorry but I’m not gonna pump V for the wrong reasons. Btw, my blood work results came in yesterday and results were outstanding. But I’m not gonna say my PSA levels have dropped because of V either. But your clueless if you think I’ve been hangin on this stock all these years and not long lol.
JL...Des market has plenty of competitors already. I’ve been on V for years now...and guess what...I still got Des. I got V offlabel originally to treat arthritis in my joints...guess what...I still got joint pain. So for me, those two markets aren’t going to be that lucrative. But as for cardio treatment, that’s the prize right?
Could have been a pump and dump scheme regarding the pfe bo.. Who know but without one the stock will trade down based on its history until signicant improvement on scripts/revs appear. Long...and uh...tired lol
I find it hard to believe bp would pony up 33b with current sales. Ask me in a year if you’re still around
Stock...exactly...Des and inflammation are niche. Funny how the major analysts following this stock have much smaller peak sales targets than the bs coming out of some other people posting on this msg board....bet if a bo came in at 60-100 they’d be all over it lol
Yes and rhere’s a reason that the shares are not at your pie in the sky pps. Maybe you should take up your argument with jefffries and cantor or suntrust lol....
Well i’d Be happy to sell you my shares at 2 times peak sales, thus saving you quite a bit! What say you?
Ive felt all along 45-60 for bo. However if i assume 30% market penetration on 20m patients @avg annual script of $2800, and outstanding share count of 330m, then $100 pps would result in 33b bo. That number might be attainable if bp thinks they can ramp up fast, and maximize rev oppty before patent expire
Circuit i think ur right lol, my calc says 5.6e10 :). But thats still assuming 100% market penetration
BB...i really didnt expect any less of a childish response from you but good luck selling your peaks sales numbers to the investment and bp community
BB...ok so you asked “what’s my peak sales guess”. Well imho, sales projections are going to be based on a number of “realistic figures”...so for example, we’ve heard many times that the us market alone for statinistas is 40m. But in reality, are 40 m people really taking their statins? So I’m gonna cut that number by 50%...20m which is over the average 15m users estimated to be actually taking statins. Now I’m not considering diabetic and other ailments either. So at 100% market penetration of 20m users, times an avg script cost of 2800 on an annual basis, you get $5.6b . I don’t believe any bp will buy into 100% percent market penetration, so let’s go with a conservative 30-40%. So 1.7 - 2.24b in peak sales us market. I have no idea what the row potential is.
Nor can I reasonably estimate Des and inflammation market. I won’t even touch Alzheimer’s or cancer cause it’s totally hypothetical at this point and I don’t believe bp will even entertain that market without clinical outcomes.
Md34....if you believe half of BB’s “positive rhetoric”...then you’re in for as Kramer would say...headed for a house of pain. BB brings a lot of good info to the table, only to match that with outlandish conspiracy theories, unrealiistic revenue and pps targets, fantastical commentary...etc etc. And yes I’m long the stock since 2011.
The reason your not selling at $200 is due to AMrn being bought out at 45-60. End of story.
14000 posts...ok your fingers must be getting tired from all the posting. I have followed some of your posts over the years...the ones that are credible anyways...but you aren’t addressing my question as to how why you would incorporate unfinished clinical trials such as Alzheimer’s and cancer as if they were completed outcome trials that were statistically significant in success, into your projected revenues as a basis for pps! I make that comment based on your earlier posts (one of 14000 evidently) that didn’t provide any qualifiers in your projections...such as “if their was succes”...but even then how could determine stat significant and script projections?
Biobum, I’ve been harping for management to have had their sNDA since 9/24 and now we get to wait till end of q1...and as JT says, no idea of expedited review. There will be no expanded label for Alzheimer’s or cancer in the next 3 years if the earliest completion date for any outcomes study on Alzheimer’s is 2021 and of course assumes success. Why you want to throw that assumption in the mix is beyond me. As for 1000’s I’m referring to your comment regarding your supposed posting links to these outcomes trials for cancer and Alzheimer’s a thousand times...sheesh!
1000’s? What a joke, not one study has run to completion so you have no idea if V is statistically effective against Alzh or cancer...yet you want a bp to pony up for the possibility? Lmao!
Lots of short sighted dummies....interesting comment, so two in the bush for you sir! Btw, will we know that the board rejected a BO of 45-50 should that happen? Wonder how long baker Bros willing to wait?
BB, Can you provide a link for the latest outcomes trial for V regarding ALZH and cancer?
From FiercePharma...Pfizer is reportedly eyeing a buyout of cardiovascular player Amarin, whose fish-oil-derived lipid drug Vascepa recently cut heart risks in a controversial study. And while Amarin’s shares leapt on the news, Pfizer investors were less than stoked, sending shares downward.
If a deal does materialize, the New York pharma giant—which boasts a history of cardiovascular leadership thanks to one-time globe leader Lipitor—could slot Vascepa into a growing portfolio in that area. It’s also looking to bring candidate tafamidis, which treats a rare heart disease,
How realistic is an Amarin buy, though? New CEO Albert Bourla has expressed a desire to step away from Pfizer’s megadeal history, despite the company’s strong balance sheet. But on the other hand, he’s also said the company would be on the hunt for smaller deals. Amarin's current market cap stands at $5.68 billion.
Koolaid...his moniker should be changed to wild bill then, because I know his heart is in it, but he’s always been wild specially with the conspiracy theories...
Sits....glad to hear rational speak...BB been to the koolaid stand one too many times as well as a few others
AdamF weighs in...”'Help me with the logic here: $AMRN CEO John Thero just spent 4 days in SF meeting face to face with investors while ALSO negotiating a $PFE takeout?' -STAT News' Adam Feuerstein”
JL, i respect your medical knowledge and insights, but sometimes I can’t help but wonder if you ever were in the field and got a dose of agent orange... btw, I was stationed in Japan and Guam during the de escalation...those were sad times for the guys in Indian country sent to be patched up at tachikawa.
BB...while the rest of us are making the wives happy over our 15-20 bagger compliments of bp bo, you can explain why your not surrounding your shares...lol
Rango...agreed Gia way to difficult to achieve these pie in the sky pps that JL and BB and others on this board fantasize about. NPV of future revs.....maybe commands 45-60 pps on buyout if we are lucky.
Sorry BB, but I’m for a buyout and JL is not so no to the nomination! But yes for chief medical officer
Before the internet there was the grapevine....
V’s anti inflammatory properties not good for male erection...I mean think about it lol.
I just don’t believe that many primary docs are on top of this and prescribing, let alone insurers covering. So supposedly 85% of cardio docs at AHA surveyed would prescribe V immediately. Well there must not be that many of them if hey did!
Sandbagging perhaps, but pps will continue to erode until those revenues actually reflect blockbuster status. So tired of the deception like no dilution and this is a 1b drug in 2019 as spoken by JT! Gimme a break...those who keep harping about a $100-300 pps in 2-4 years on this board (who btw have been silent lately) can dump their koolaid.
Cardio...wouldn’t be so sure about them insurers...check out post 169577...this crap come up a lot!
GG...same here, although I don’t qualify for $9 co pay as I’m under Medicare now last two years and coupon is not honored. I’m off label as well, not sure what my friend/doc wrote up at the time but I wanted to try V for anti inflammatory and Des at the time (think arthritis). However I am aware of a few people that were not prescribed (my mother who is 88 for example) because she didn’t meet the label indications. She sees military doc...and they are sticklers I guess. So I give her some of mine. It’s amazing how many md’s and do’s are unaware of V as well.
What about Medicare patients? No $9 co pay for sure
Good for you and your patients! However, even JT made comments about pushback from insurance this past year. It remains to be seen whether a significant number of doctors prescribe V without expaneded label, and insurance coverage does so without pushback...like try generic first. This obviously can be best determined by script growth. I don’t like the FDA overhang. On a side note, MD’s where I live refuse to prescribe medical mj...where it’s legal...why? Because they are tied to hospitals and clinics who don’t want government backlash.
Cardio...why don’t you explain then why generic lovaza currently and for the past years has exceeded vasecpa scripts by a a big margin for the current indication?
“FDA approval is a formality”....no, FDA approval for expanded label Is a necessity! Tight ass insurance providers will be a problem until FDA approval. As for script...haven’t seen much improvement post AHA. Hope that changes
Sts...the jeffries eps forecast is definitely an eye opener...wished therewas more background on yee’s model for us to see, but as it stands it would seem he’s not forecasting 1-2b in revenues...yet he has a pps target of 30
Elf...consider yourself lucky, I mean they eat reindeer in parts of the world, why I myself had reindeer sausage in Anchorage this past summer...deelicious! So wouldn’t you rather be an elf with Amarin stock than a reindeer? Hope this message cheers you up...hehehe
North...I find it comical that people want to say fake news at anything they don’t like hearing or reading.. although mo isn’t a concern by Bhatt, it’s still going to be touched on. Those in the know shouldn’t get their panties in a twist....
Always...agree, HD has always impressed me with his insight and numbers. What gets me about Jeffries, is that obviously to forecast negative earnings the next two years must mean they certainly don’t believe in 1-2b in revenues, at least not with the margins we expect now with RI-T ended and little expense towards R&D