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kiwi--you're 100% correct. Other generics will not try to compete even in the over 500 trig market b/b it is not worth the investment for an insubstantial profit/market.
The other generics will not enter b/c even if they are smarter than Hickma's management and don't make infringement statements--they cannot remove the cardio limitation (b/c that is induced infringement), and if they leave in the limitation then their product is not useable for cardiac benefit under 500 trigs.
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NS-wording is everything!, unfortunately they had the rehearing to limit the original decision to cases where the skinny label is inducing infringement, like in AMRN's case--since we have HIckma's statements, press release and CHANGE OF LABEL (most important) as they removed the limitation of no cardiac benefit. So amrn should win even with a limited ruling that allows skinny labels that are "perfectly clean". AND no other generic can get around the issue of removing the cardiac indication.
So others on the board (HDG) questioning the benefit of a AMRN win--do not get it. Other generics cannot keep the limitation b/c then pharms cannot use it for cardiac indications, and if they do remove the limitation then they are inducing!
If the ruling keeps the original ruling it will be broad to prohibit the act of skinny label even if the generic didn't induce directly but knew or should have known that the result f the skinny label will cause unauthorized use of the drug.
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lizz-if amrn wins against Hickma, Teva isn't coming near amrn anyway--so no that is not the reason AMRN is waiting for teva's verdict.
Rather they know teva lost the oral h. and want to use the decision in their briefing...
lizz-Teva's fear is future generic skinny label issues, more than the one time penalty to GSK.
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zip-by law if the defendants cases are a common subject matter, they must be joined in the same case.
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hay-amrn would never concede anything. Just strategically saying if teva loses, amrn will easily deny Hikma's motion to dismiss and win infringement case b/c of jury instructions.
If Teva wins, they will still fight to deny Hikma's motion to dismiss and try to win the infringement case, by distinguishing the facts of the cases, yet it will be harder.
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hay-if Teva loses *jury* instructions will automatically give AMRN a win b/c will set precedent for skinny label cases.
If Teva wins, AMRN will still go to trial, albeit a little bit wobbly, and distinguish Teva's case based on AMRN strong factual evidence of induced infringement.
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kiwi-based on the briefs, AMRN has strong evidence of induced infringement, beyond the assumption argument that can be made, that the skinny label is not substantial, hence we infer inducement.
Not sure why they are gambling with waiting out the Teva case which can backfire. Probably, based on the oral hearing (where Teva got AMRN treatment) they are 99% sure Teva will lose and it will give them insurance/back up their argument.
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tke-I screamed not to be enamored with FFS and charts on the sp way up--but you all fell in love with FFS--where is he now?
The stock rose (6-9) b/c of EVENT EXPECTATIONS (that is the secret to stock market) of positive covid--charts were obviously positive--but everyone knew that b/c of expectations.
Results were premature--so stock came back.
now it will rise soon again--not b/c of any chart babble of 30 day average....
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sp up from 4-6 on EU, 6-9 on covid hopes--weak results brought us back to 6. Soon it will again rise to 8-9 with covid hopes of final results of covid studies.
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SP is EVENT driven--don't follow FFS and charts...
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zman-unless you have standing to sue--they careless, you are interchangeable. Only BB has enough clout to force board changes.
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cbb-not true, infringement win will give amrn 90% of us market--much higher odds than rule 60 btw.
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inv83-case WILL NOT be "remanded back to the lower courts" if s.c refuses to hear it, rather game over, if they hear it they can reverse, uphold or remand.
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7-correct. the order does not pertain to hickma
yud-common courtesy--as I said many times. Court will grant 1 extension anyway--so you look petty not to stipulate an extension.
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kiwi-thnx for butting in--yet if Masons abstract was convincing/promising don't you think the market would know as well-and sp would jump?
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pharm-how are you so confident of the covid results? The Argentine study was weak (8% of those treated had covid-19) and the Mitigate was an early sample.
I know you believe in the science...but If it is a slam dunk what took Amrn so long to support a trial, and even Dr. Bhatt, who is much more pro-active then JT, still took his time to start a trial?
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bol-it states 18:00 (which is 6:00pm) in Argentina, and 4:00pm in NY
"Friday, February 5. 18.00 hours"
link:
https://www.sadi.org.ar/novedades/item/1376-webinar-omega-3-y-covid-19?fbclid=IwAR0dAUBoTpqYLDXE2_vAHCg_sZ5mOHg5d-EReGzztN9tZJdQZ6mgyUOfMSQ
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pharm-did you see st poster "evila"'s post saying:
I asked Dr. Corral if tomorrow we will see results from PREPARE-IT 1 and 2, And he replied “Not the final results”
What you do you make of it? sounds to me like we will get preliminary results.
Here is the link:
twitter.com/drpablocorral/s...
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HK-unfortunately the judges of today are not made of the same fiber as king Solomon, nor are today's lawyers made of the same integrity of advocates of old. But your pursuit of the truth is admirable.
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raf-could be they will hint/or give preliminary numbers/trajectory. Otherwise no need to speak for 30 min about design--the Mitigation trial didn't make a conference call for their design.
I think the stock appreciation is due to expectations of some hard numbers--so I hope we get some red meat.
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it is easier to come down a tree when studies and paperwork were made up, much harder when one doc. was altered.
raf-the presentation states: PREPARE-IT Vascepa in prevention and treatment of COVID. If no results are given-just trial design, what does "treatment" allude to?
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marj-I'm glad you took it the right way--I commend your efforts and positive view of Judge Du. I'm also glad I was of some help with the "demand letter"--which is a minuscule effort, compared to you and your team's efforts. I wish you the best of success in this vital endeavor.
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alm-thank you--I respect all their hard work and hours spent, just when trip asked me for my opinion of chances--I cannot lie and say DU WILL DO A 180.
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jas-I intentionally refrained from giving my feelings on the motion--as I respect marj and all those involved efforts to right the wrong. If marj and co. wouldn't have made the motion--I told JT I was preparing to do it my self for the principal.
Yet, when trip asked me my opinion--and you guys already raised most of the funds , I felt compelled to answer tip--since we have a relationship, I try to speak honestly.
As far as the germans and wwii--it is an awful comparison. Jews and gentiles were slaughtered by that regime and of course to try to save every human being. Here, as a litigator, my experience is once a judge (and app. judges) don't give you time of day--it is useless to continue litigating IN FRONT OF THEM. Your only chance is a new suit (ie infringement) and new judge/ or jury.
I hope we win but will be shocked if Du is big enough to admit mistake....It takes more than a few ihub members to change corrupt judges/system (reform+should never have 1 judge to decide cases)
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thanks kiwi, sleven and trip for kind words of welcome.
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courtesy not to steal researcher's thunder--once results revealed they will pr--if good news...
down-probably leaked friday conference. if results leaked should go higher.
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marj-problem is du is the j. She will find way to shut you down, either by saying generics didn't know it was fraud and results wouldn't be effected anyway... or more simply:
deny your motion to intervene by saying you are more than represented by big shot lawyers from fish....doesn't matter they are wrong and won't bring the motion, yet they have discretion...and shareholders are bound by their discretion...bottom line no need to intervene when co. has highly respectable attorneys.
Thank you for all your hard work--I just feel from experience a bad judge doesn't change.
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HK-we are dealing with Du--biased j. You hit it on the head when you say: "should be every bit as compelling to a judge"---yet we know our judge (and worthless app. judges) have an interest to protect the generics.
So Du will find a way to deny motion claiming not real fraud....or deny marj intervention...
trip hi-rule 60 legally SHOULD have a 50% chance strictly by law--need to overcome why issue not raised initially (why it is new evidence)--yet big technical problem is Du will quickly brush it aside as app. court will as well --so politics gives us no more than 5% chance.
infringement case is much stronger with non biased judge--should be > 75% given the evidence of hikma's infringement.
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Mark-so who is Dr. Iryo kabu? He wrote: We may see interim analyses in February or March.
Is he wrong also about the timeline? TIA
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Pharm-interim results in Feb./March. see below Dr. Brady and Chinese Dr. and see link of thread starting with Dr. Bhatt.
Congratulations @KPHeartDoc and @asgmd1 on the MITIGATE design paper being posted on @AmericanHeartJ - Rationale and Design of the Pragmatic Randomized Trial of Icosapent Et... https://t.co/VJ1OWNU4ab #cardiotwitter #COVID19 #COVID #COVIDー19 #coronavirus @aboutKP
— Dr. Deepak L. Bhatt (@DLBHATTMD) January 31, 2021
noel-enjoy the board and its patent knowledge. You will realize your mistakes w/out me.
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AD-ok. I won't bother this board anymore. The board is full of "traders" too educated for me.
Good Bye,
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at least have "new" lines...boring
plan-do you judge a service based on results or trying? Do you keep your broker if you lose 10-20% per year?
Why would you encourage him to open his own trading board?
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alm-thnx for kind words-my point is not that-but that chart posters are not held accountable for their posts.
All is good
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