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Thanks AVII77 - excellent info
disagree, small dilution - assuming money spent on education - it has a high ROI, spin into Vascepa gold
plus overhang gone
This is the question Dr Bhatt was asked
https://www.dropbox.com/s/4npxg7bdivke8od/File%20Nov%2024%2C%204%2049%2056%20PM.jpeg?dl=0
And his answer
https://www.dropbox.com/s/9fo9jyeye2i47ce/IMG_6560.JPG?dl=0
Dr Bhatt suggests to Cappello that R-I efficacy may actually be understated
https://www.dropbox.com/s/9fo9jyeye2i47ce/IMG_6560.JPG?dl=0
EPA reduces the number of pre-cancerous polyps
https://www.news-medical.net/news/20181120/Purified-omega-3-and-aspirin-reduce-pre-cancerous-bowel-polyps-shows-study.aspx
EPA reduces the number of pre-cancerous polyps
https://www.news-medical.net/news/20181120/Purified-omega-3-and-aspirin-reduce-pre-cancerous-bowel-polyps-shows-study.aspx
Fabio,
I think this video is a significant catalyst. Dr Bhatt’s placement of the video on Twittersphere is a smack down on the mineral oil crowd
The hubbub over on Twitter over this testimony / science is wild.
Will be hard for shorts to get momo next week and I can see hedgies increasing long positions because of it since it takes a large measure risk off the table. It also provides a deeper appreciation that the results will not be easy to reproduce with anything but Vascepa. Yes another leg up
Study, good memory! The synergistic characteristics has been largely overlooked since I came across the assertion in a patent app back then
And I think you’re on to something re euro partner
Best
Durk, valuation has to approximate peak Statin rev plus multiple so $20B to 30B BO offer before BOD answers phone
Study, et al Does this image make sense now?
https://www.dropbox.com/s/awu9x16cwtjidx1/Combo.JPG?dl=0
Study, thx - Can you imagine what JL could accomplish with an electron microscope?
Kiwi / JL etc
Nice to Preston busting out on this explanation of EPA on atherosclerosis
https://reachmd.com/programs/video-library/biologic-basis-epa-reduce-atherosclerosis-burden/10541/
BTW guess who’s name is on the patent of Amarin granted I’m stopping Cholesterol Crystalline Domains?
This testimony alone adds $5B in mkt cap
Fish,
Here is Dr Bhat’s Twitter response when it was suggested to do a 2nd trial. Nobody can argue with R-T P value equal to two trials.
Quote
“Thanks. The FDA used to recommend two studies, but with REDUCE-IT and a p value of 0.00000001, that really has the strength of two independently positive trials. I do support further studies in different populations, such as totally healthy people with triglycerides >100 mg/dL.”
Dr Bhatt and some dude named Cappello
https://www.dropbox.com/s/aw2e616j8w4sddk/IMG_6556.JPG?dl=0
Gee, EPA good for maternity too?
Maternal eicosapentaenoic acid feeding promotes placental angiogenesis through a Sirtuin-1 independent inflammatory pathway
https://www.sciencedirect.com/science/article/pii/S1388198118303603
American College of Cardiology "Not All Fish Oils Are Created Equal: Insight From REDUCE-IT"
https://www.acc.org/latest-in-cardiology/articles/2018/11/14/13/59/not-all-fish-oils-are-created-equal
how many times in a CEO lifetime does a $10B/ year peak rev opp appear? Could be a bidding war soon
Amarin addresses Mineral Oil and hsCRP "issues" in new Investor FAQ here
Mineral oil rebuttal
https://www.dropbox.com/s/t8icuvpwngge2ps/FAQ%20-%20Mineral%20oil%20placebo%20updated%2011%2012%2018.pdf?dl=0
hsCRP rebuttal
https://www.dropbox.com/s/q31xfaumxq9o2nf/hsCRP%2012%20Nov%202018%20FINALv2%20clean.pdf?dl=0
Amarin reps being contacted by Docs, congratulating the reps, most impressed by CV Death and NTT number. Some Docs saying they now will write Rx for all patients on Statins
JL is right, Docs have what they need, and a big surge in Rx coming, just need to get managed care in line.
JL
Email me pic, I’ll do it
Yes, Tasty, AVII
John sends his regards
Interesting response to John Cappello on Twitter from Matt Herper when he saw the same image AVII posted showing LDL-C in placebo arm odyssey
all a lot of noise about nothing
Guidelines published - meh a non factor
https://professional.heart.org/idc/groups/ahamah-public/@wcm/@sop/@smd/documents/downloadable/ucm_502856.pdf
Indeed, a long time coming my old friend TortLaw, from launching EPADI to now...
Now read what Dr Dayspring tweeted last night
Vascepa + Statin therapy is PROVEN superior to Statin monotherapy .
https://www.dropbox.com/s/d64zvaa1tjtx6a3/File%20Nov%2010%2C%2012%2038%2011%20AM.jpeg?dl=0
The implications for saving lives, lowering event MACE, reducing billions in healthcare costs.
Amarin's Heart-Therapy Update Seen Triggering 36% Share Move
http://www.bnnbloomberg.ca/amarin-s-heart-therapy-update-seen-triggering-36-share-move-1.1166094
how much was it
agree, it would seem likely they got strong signals to open that discussion
Another "old wives tale" blown up
Conclusions
Fish oil supplementation did not increase perioperative bleeding and reduced the number of blood transfusions. Higher achieved n-3-PUFA levels were associated with lower risk of bleeding. These novel findings support the need for reconsideration of current recommendations to stop fish oil or delay procedures before cardiac surgery.
https://www.ahajournals.org/doi/abs/10.1161/CIRCOUTCOMES.118.004584
"DON’T MISS THE CARDIOVASCULAR EXPERT THEATER SESSIONS"
Enjoy a complimentary lunch* while learning the latest
advances in cardiovascular practices, services and technologies.
Booth 250
Sunday November 11th - 10:15-11 a.m.
TITLE
Does VASCEPA® (icosapent ethyl) Prevent Cardiovascular Disease? New data from REDUCE-IT™
Supporter:
AMARIN CORP
https://professional.heart.org/idc/groups/ahamah-public/@wcm/@sop/@scon/documents/downloadable/ucm_502807.pdf
BB
My #AHA18 preview: A fish pill redux? Another appeal for Vit D, chol guidelines, a sea-change in EP, inflammation, and the first annual Marketing-disguised-as-Science Award.
link to Medscape on R-I
SunTrust Bank doubles price target to $30 & keeps Buy rating, saying its REDUCE-IT data on Vascepa at upcoming AHA conference is expected to show "unprecedented benefits in sub-populations & decrease in hospitalizations" amid a "paradigm shift"
My EOY $45
$22 $19 $35
Baseline Characteristics of a Retrospective Claims Analysis of Cardiovascular Outcomes and Health Care Resource Utilization and Costs in High-Risk Statin-Treated Patients With Hypertriglyceridemia
https://www.lipidjournal.com/article/S1933-2874(17)30176-9/fulltext