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The real question is, Does Amarin have a viable connection to a research project not bearing their name (anywhere)?
Amarin had/has a clear connection with Dr. Budoff (sp), for example. They have a UK connection to Dr. Hull (Leeds). But thread the connection to the VA and Wisconsin and explain how Amarin has a connection? Amarin has NO SKIN in this Alzheimer's study.
This troubles me because it inclines me to think this Brave has no real value to Amarin--after all, what research is revealed is open to anyone.
Just my opinion but Denner doesn't need to be on the BOD if his team is already controlling the BOD (except KM who may for all we know have embraced the new team--it is possible though he won't like the salary and stock options cut).
This HIkma appeal to the Federal court definitely caught our eye because there's a whole new mindset at the BOD level. I'd hope they'd at least reach out to Marjac for a consult conversation since he represented so many shareholders; his perspective could possibly help the legal team and I'd like Amarin to pay Marjac $250,000, in my opinion.
It's a long-shot but I'd like to hear more color on Alzheimer's than a statin-V capsule. I corresponded with Dr. Hull (UK) two years ago and he was very optimistic about V being preventative. What excites me is knowing there are scientific reasons for optimism. I personally think V may pro-long the onset of Alzheimer's. If so, Amarin rockets to triple digits. Alex also knows this.
My bad! Whoops. Wrote it backwards
Magistrates serve District judges, yes?
You don’t live until you learn to be corrected. Haha
Bottom Line: District Judge went against Magistrate Judge.
This increases Amarin's odds for its trial against Hikma. A magistrate is understood as a superior to the district judge. Assuming (which can't be assumed) Amarin's case goes before non-political Federal judges, Amarin's case demands further re-trial. Remember, HealthNet chose to settle out of court. Hikma got off easy.
People, it's time patents count for something. This destruction of patents is criminal.
You do realize fellow Amarin investors...
We are in a BEAR market.
We are watching the BANK problems shaking the markets.
We are watching REAL ESTATE roll over. The automobile industry is in trouble as loan-buyers are going under water.
We are witnessing the NATIONAL DEBT stressed by higher interest rates too. BEAR! BEAR! BEAR!
We are in a DOWN DOWN DOWN year. So small volume drops in our share price mean nothing. NOTHING!
Now to all you wonderful people, there is one thing missing on the BOD page (website).
Each board member concludes with "________ is well qualified to serve as a member of the board"
EXCEPT ONE PERSON!!!
Oh no! KM
Hear! Hear! This is an outrage against all of humankind! God forbid he exposes any hair on his chest (or back for that matter)!!! The serious nature of KM's brazen stubble and suit-less tie, well is it enough to lead to another proxy contest?
I think not. I imagine suffering from baldness, KM appreciates his tough-image Telly look!
Observation: KM nor any Executive have announced his/her own departure. At least not yet! Anyone can be fired, but who walked out on the employees was the BOD with the chairman being fired. No doubt our new BOD is evaluating executive performance and KM may feel he is willing to remain on if the BOD agrees. KM may also feel an obligation to his employees, believe it or not.
I woke up today totally expecting today's press release - a wish I suppose which came true. I liked the simple communication telling all of us, 'We're here... actively at work... now we press on shareholders and employees sharing a common goal.'
I take Vascepa 4 capsules in the morning as I'm forgetful at night. I've never had a side effect, but once was given (only 1 month) a Hikma generic and it stunk to high heaven! I threw it away!
The dose of icosapent ethyl is the same between Vascepa and generics - 1 g. An MSDS is what it implies: Material SAFETY data sheet, a far cry from a patent.
The carrier by composition & weight is different, and generics do appear to add stabilizers, and do have much shorter shelf life. Amazingly the FDA doesn't even seem to care how in Vascepa's case, the carrier is essential to ensuring purity.
In the final analysis, there's no question efficacy is affected by the carrier, and even more so by additional chemistries such as stabilizers.
Why is it, for example, a great many people can't tolerate a generic of any drug until they're prescribe the true original? The FDA doesn't care and insurance companies definitely don't care except forcing doctors to write cheap scripts or watch their business get stripped of customers.
My two cents.
Anyone notice?
1. Amarin is essentially holding its script zone (60%)
2. Generics are competing with each other (40%)
I hope this isn't lost on anyone. I still believe $1B exists in the USA, and with another indication, much more.
I'm offering Alex Denner my body to father more children on the condition the BO is above $30/share.
Thank you and goodnight Team-Amarin.
Imagine King Denner's opening speech--
Stepping up to the microphone, applause erupts and after five minutes saying, "Thank you" King Denner begins.
"First, I want to send my personal emoji to all my friends, fellow shareholders, who rose up against Rome and reconquered the city. No more will shareholders hear, 'Let them eat cake!' but a new day, a new beginning has just begun. The pillaging of our coffers has finally ended and our new BOD is fast at work to restore equity and fair play (and pay) to those who earn it.
To you our shareholders, you are the team behind our new BOD who know they are there because you put them there!!! (Applause erupts again) They know you hold the keys to Amarin's purse-strings and they know you can remove them for failure to achieve the singular goal we all share: To drive the share price to the moon by savvy value creation which speaks the language the global markets respond to--Amarin will actively pursue the richest path in the shortest time-frame possible. My door is already open to potential buyers, and I am here like you are to prosper and multiply our investment.
Our aim, my aim is for everyone to win: investors and employees. Producers will be treated with the respect they've earned and all will share in the bounty this multi-billion dollar opportunity icosapent ethyl invites... I like saying the chemical name--I do have a real doctorate (smile - the audience laughs). Of course, we love the name 'Vascepa' and with a few drink under our belts, its slurring twin 'Vazkepa'.
Finally, I know you all want what I want: To profit! I want you to know I share your sense of urgency: Every approved drug sits on a timeline, a life-cycle. This is why your new BODs are moving aggressively not only to transform Amarin, but to package Amarin for the high value the Vascepa/Vazkepa enterprise can earn. There will be no fire-sale here, and if Amarin once achieved $26/share for the USA alone, think with me what we can do adding Europe and the rest of the world to the equation. Dear friends, I like you have my own skin in this game! (Applause erupts again)
I conclude with this comment: We do not need "good luck" from anyone. I assure you on my own name and great lessons I learned from my parents: We are going to win!!! Thank you and God bless you all." (Standing ovation)
Why KM must go? Is not only his interview but his eager willingness to unhitch from the USA. I hope the new BOD fires KM Thursday
Amarin via Km want Spain, Italy, n France to go along with UK socialized medicine. There’s no revelation here if you understand. Please stop the KM rah rah party
In Europe countries set the price. That’s all KM was saying. KM was arguin each country in th EU sets highest price
For risk of criticism KM only repeated what BO knows in spades. Entry into the USA n EU are very different. So many of you bit today, n I’m trying to warn you not to get bit. KM took millions of dollars playing this game. Don’t get sucked in
I don’t hate KM, but the pity party on IHUB is out of hand. How socialized medicine reimbursements work in Europe is common knowledge to Europeans, so please stop awarding KM what is European common knowledge. KM is using this cultural knowledge to make USA think he’s a god-like answer. He’s not.
Yes the socialized system in Europe is very different from the USA. If yer invested here learn how rather than bake KM chocolate chip cookies!
KM is playing you USA investors
I really enjoy your posts but can I invite you back to the bar for another stiff drink? KM has been ripping off shareholders or have you forgotten? KM promised Italy, Spain, and France like last year??? Thankfully he forgot to mention Puerto Rico which he moved to the EU!
Honestly I really admire a lot of you but this KM party may be due to too much alcohol….
While many are feeling emotional about KM, he still ignores the USA opportunity and spins promises on Italy, Spain, and France. Many of you seem to forget he’s been self-serving and supported the old BOD. This guy is as slippery as they come. He spun a very scripted talk today as his interviewer threw softballs for KM to hit. Get a grip people!!!
Given BP's CLOUT wouldn't it make more sense to acquire Amarin now versus later?
BP already has the money, the runway, and the relationships across the globe to far outpace Amarin's current team. So why wait?
I think Denner's own network will raise the pps in due season to set the stage for the BO acquisition. The difference with Denner is, he's going to make the effort (the driving purpose) to package up and sell Amarin ASAP. Time is money.
There is easily $500M to $who knows a BP can still make in the USA, and let BP's legal department go after BCBS and the rest, also filing their own Marjac argument in court putting the generics on notice. Old Amarin's timeline for France and Italy is unacceptable; BP can beat it.
BP also has the cash to go after other indications including rolling out Vascepa 2.0 version. Myself, I take all four capsules in the morning and have never had a problem--I do that because I tended to forget in the evening as an old-timer.
IHUB Amarin is flush with experienced investors.
The truth is, Sarissa with its contacts can do what it does to drive up the pps, all very legally, among friends in the hedge fund world.
Secondly, BP has the means to add Vascepa/Vazkepa to its own CVD space not spending a dime more to piggyback on ongoing spending. BP has the capacity to regain the USA and crush generics, I mean crush generics. The world belongs to BP.
Sarissa's Denner has only one mission: Sell Amarin ASAP for a driven high price in the short of time-space as possible. The new BODs will clean up operations while Denner begins active negotiations.
Sorry gang, but Denner is not here to hand off the company for $8 or $10 a share, as newbie investors like to think. The goal is much higher and the case will be made by Denner et al. Some of you, really need to get a grip or stop lying.
True but Amarin's Vascepa/Vazkepa is on a different timeline -- a sale ASAP as time is our enemy. Denner only needs to 3 months to tidy up Amarin and negotiations can start now: Bring the BP to the table now, not later. Maximizing Vascepa/Vazkepa is a now proposition--2 years really 2 long and Alex knows this. BTW, Alex via correspondence bought Amarin because he himself recognized the scientific value of the drug in the right hands. Now that he's taken over, only the best talent will remain and promised to share in the reward.
One of 2023's Biggest BO Opportunities: "Investing in Amarin NOW, could return a 5-10x even greater multiple in just 1-2 years"
At $1.86/share, an investment of $100,000 offers an exponential return as hedge funds and investors scramble where to put their money.
The stock which once hit $26/share still has its eye of the life extension lifeline afforded by Vascepa/Vazcepa's unique properties. With the new BOD being steered by Sarissa Capital's Alex Denner, a major shareholder, the opportunity for the beaten down stock may be one of the hottest investment opportunities in a very uncertain global market. Vascepa/Vazcepa in its first life cycle (an enterprise drug) already holds a $3B annual opportunity which when exploited by big pharmas' deep pockets could easily result in 1-2 decades of a new mechanism extending healthy-heart life and mitigating against cardio vascular disease (CVD). The drug's unique molecule has already been shown in multiple studies to reverse arteriosclerosis including life-advancing anti-inflammatory properties. Like the entry of statins decades before, Vascepa/Vazcepa proven through clinical studies not only targets CVD, but is being explored in Alzheimer's and other diseases including Covid-19 and deadly viruses. Investors will want to get in sooner rather than later as news of the Sarissa regime is laser-focused on selling the company with a sense of true urgency.
To sell the company driving the highest price possible in the shortest period of time.
Sarissa's #1 GOAL
I'd like to see a Seeking Alpha article or by anyone entitled: "Sarissa Takes Over Amarin with Goal to Sell the Company ASAP"
Opening paragraph for Seeking Alpha free of charge (haha) - "Amarin investors sent the clearest message possible supporting Alex Denner and Sarissa Capital that the one and single goal is to sell the company driving the highest price possible in the shortest period of time. The immediate exit of Amarin's old BOD highlighted this new urgency as Sarissa newly elected BOD is making it no secret: They are there to accomplish their #1 goal now, not later. Thus, the multi-billion dollar Vascepa/Vazcepa enterprise is up for sale as no doubt Dr. Denner's team has already been laying the groundwork with potential suitors."
Be it Lovasa or Omega three's, the market opportunity for Vascepa to be shown as the far superior option is so loaded with scientific data, that's never been the issue. The problem has always been: Amarin doesn't seem to know how to use mass media to communicate directly with the potential script writers of Lovasa, for example.
I stand on the understanding if the USA represents a billion plus opportunity, that opportunity still exists. Furthermore, Amarin's refused to get behind shareholder legal actions paid from our own pockets. Meanwhile, Sarissa strikes me for examples I read to be the polar opposite; there is a clear game-plan: Sell Amarin for the highest value Denner can get in a 1-2 yr (I don't think 3) window, but I do think in the double digit range as Denner will get his cronies to start buying the stock--that's our new advantage--Denner et al are 'Street' people and it's no secret the goal is to sell the company and profit big-time. If Denner is in at $4, I can't possibly see less than $12, and potentially much higher.
BTW, I for one am glad to the two old directors are gone because they've been a decade plus whoring investor money, and the newbies who left clearly didn't have what it takes to engage with Denner's team.
Why doesn’t somebody say it? Fish oil capsules have been contributing to heart attacks and strokes for years because of the unhealthy mixture of molecules like DHA. Read myriads of research on DHA and it stands as the key culprit. Until icosapent ethyl was isolated was it then discovered the true miracle hidden within the sludge. Amarin could easily launch lost cost campaigns highlighting examples like this even warning people not to take over the counter fish oil which continues like DHA to contribute to heart disease.
To date Amarin has never properly used the tools of media.
aSAP Sarissa needs to respond in a press release reassuring investors - my view.
I have read your many posts over the years and you among many others are very level-headed and objective. I appreciate your perspective and I share it. Germany was in KM's wheelhouse even prior to his appointment as CEO; he also over-promised regarding Spain, Italy, and France and that has stung his credibility. However, two things have bothered me from the day he assumed his position: (1) the ongoing refusal to viciously defend Vascepa in the USA (EPADI included) and go after the billion despite generics, and (2) KM's complete refusal to properly respond to shareholders, then waste millions defending Per and not being a win-win CEO who could have reached across the table to Sarissa. IMO, KM's employment is likely coming to an end, I'm also adamant about removing the remaining two 2010ish Board members and why we have Geraldine is beyond me.
I take offense to your post implying because I began posting not long ago, I am somehow unworthy to post here. Nevertheless, your method of attack exposes you, not me as I remain as a long-term investor convinced the last two BOD hold-outs need to be dismissed ASAP. The question about KM is on everyone's mind, and some like myself still wonder why Amarin has given up so easily on the billion dollar USA opportunity.
Jan Van Heek and Kristine Peterson need to IMMEDIATELY GO from the BOD. Both individuals have been on that BOD for over a decade and are a part of the problem. I'm on the fence about Karim, but that doesn't mean I'm favorable to him at this point--His CEO leadership has caused me great disappointment. Do others here feel the same? I'm also like some others on IHUB pondering what exactly is the truth, and I mean truth, about the USA market opportunity? Remember, there was a billion plus to be made and generics plus Amarin have barely put a dent in that billion. What say you?
Amarin stated "While we sought a different outcome" = Blatant illustration of just how disconnected the BOD/KM are from shareholders. Today is the day that changed henceforth. Go Sarissa!
Amarin could have saved the $8M because shareholders spoke. BLUEEEEEEEEEEEEEEEE BABY!!!
Couldn't be happier!!! Hooray!!! Hip hip hooray!!!
Woke up this morning with a wine glass in my hand. Whose wine? What wine? Where the hell did I dine? Must a been a dream. I can't believe where I've been. Come on! Let's do it again!
DO YOU... FEEL LIKE I DO?
Peter Frampton got it right, and so did Sarissa. Can't believe KM is that naive? Bonuses on the eve of being voted out. Disgusting.
Referencing my previous post 404151
Is it not timely Amarin is registering in Europe a patent for Covid-19 and viruses? Did in fact something come out in recent Kaiser trial?
If the above were affirmative, this would be great news, yes?
Thanks for anyone like Captain or others who could take a look at this.
HELP! Amarin filed a patent app for Covid-19 including viruses.
https://www.freepatentsonline.com/EP4132531A1.html
What does this mean? "In various embodiments, the present disclosure provides methods for treating, preventing, and/or ameliorating symptoms of a viral infection, a disease, and/or a symptom thereof caused by the virus in a subject in need thereof, comprising administering about 4 g to about 20 g of icosapent ethyl to the subject per day. In some embodiments, the virus is SARS-CoV-2. In some embodiments, the disease is COVID-19."
Is Amarin asserting Vaskepa is effective against Covid 19 and viruses? Thanks for any help.
Your Honor, what supply as Hikma alleges was Amarin locking up?
Per a decision in Arizona, the generic companies have been free to pursue 10% of overall sales for the hyper-triglyceride market. The other 90% of the market is for CVD, yet the generics have capture 40% of Amarin's total revenues. Your honor the evidence is the generics like Hikma have had more than enough supply to pursue hyper-triglycerides, so what is the basis of their argument?
We, on the other hand, were granted unlike the generics, the totality of the CVD market granted by our patents. Recognizing the global opportunity, we took active steps to prepare for a global supply. By law, the generics are forbidden from selling/gaining revenue in the CVD market-space. Recognizing the potential billions of users, we did what any company would and secured at our own risk the manufacturer supply.
Your honor, under close scrutiny, you will discover the generic companies like Hikma have not only been illegally selling into the CVD space, but are now appealing to a court of law to engage in illegal solicitation. Therefore, we move the court not only rules against Hikma's complaint, but also warns the generic companies to side-step patent law is to invite litigation by the injured party, in this case, Amarin.
Thank you, your Honor.
Karim's song in his letter to employees
And now, the end is near
And so I face the final curtain
My friend, I'll say it clear
I'll state my case, of which I'm certain
I've lived a life that's full
I traveled each and every highway
And more, much more than this
I did it my way
BLUE VOTE WON.
I'd like to be the first among firsts to declare victory. KM letter to company employees gave it away. Amarin lost. Sarissa won.
That we never needed Per will soon become evident. That new ideas representing shareholders will soon take hold.
BLUE WON. Well, that's how I see it.
There's nothing wrong with desiring, wanting, or even hoping we could see $26 or more again. The stock market doesn't operate on hard and fast rules, or valuations. Money can jump in at any point and drive the share price higher. Companies like Sarissa, if there are enough deep pockets can do things for no reason other than they're buying up the price. Amarin hit $26 on the USA alone; the UK and the ROW are equal if not even greater markets, and the USA is not lost (sorry Per). So do I hold out the belief it could happen again? Yes. If for some reason Vascepa is ever shown to be useful for another medical need, the stock price could easily jump. Imagine, just imagine, if Amarin had spent that $7M on advertising in the USA market to build vollume! Ok, I'm finished, but I'm not willing to just accept because someone bought at $2 that $10 is plenty fine by me--it's not!
Okapi called again, but the caller seemed too tired to care, so I have a suggestion. Can Pharmacydude send pizza and pepsi over to Okapi? I mean his genius leadership at Amarin thinks it's worth spending $7M to have high school grads call investors to ask: "Did you get the white card?' Wow! True leadership!