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So what's your estimate for upcoming piece action day the week of November 12, and the end of January? Do we break $50 with outstanding results?
Well-played, Sam!
Thanks. I cold live with those outcomes...
Catching up with posts--mines going to be higher than 25% by a bit, so if you could run a blended rate along those ratios at 25%, I'd appreciate it...
Now I'm feeling bad, and worried about potential impacts on Christmas present deliveries.
Would you pretty please run these? TIA.
45% CVD, 35% MI, 35% stroke, 26% CR, 17% UA
Please don't spend more than 1o minutes on this. I think I've already seen some Christmas decor in a store or two, so I know betwen toy logistics and trying to rein Santa in, you're busier than Rudolph on a foggy Christmas Eve..
Pretty sure that's exactly what Dan was saying. The week of 11/12 is going to be epic, as my teens would say...
Yes, thanks, TOSCA. I was also caught by the certitude of Lepor's assertion. These are not guys given to hyperbole.
Dan,
What you say makes sense. My problem is that I'd love to see a comparable. I have my own price guesstimates, but they're shots in the dark. There's a logic to them--anticipated sales growth, market expansion to EU, etc--but the near-term question I have is around uptake speed, and how that affects price. I believe that JL is mostly right, maybe 100% right, that uptake will be very rapid and the treatment paradigms change due to R-IT results.
I look at the current share price, and it feels low, but here we are. And I wonder when GS, etc, decide to get serious about accumulating shares.
Rambling, stream-of-consciousness thinking here, but I'm befuddled regarding what I should allow myself to believe--and place more money down on...
Didn't sign in this time, I don't think. It was pretty crowded but as you note, the views are gorgeous.
My favorite climb ever was American Border Peak, north of Mount Baker on the border. Face Canadian Border Peak to the north; unimaginative names for pretty spectacular climbs.
Lol, yeah, I know what 'on belay' means, and when to say, 'off belay.' At about fifteen pounds more weight than thirty years ago, I make a better anchor these days, lol.
Re: your EPA MOA questions, I don't think that it's lowering trigs in isolation. They're an indicator, but not the only cause. I think Apo B is a significant contributor, and what I've read leads me to think that Hs Crp is created in reaction to inflammation more than a cause.
In short, lowering all three is likely good, but the order I'd ascribe of importance would be:
Apo B
Trigs
Hs Crp
There's likely other things in the mix, too. I am so far behind the knowledge curve on this board, though, that I would certainly not rec anyone rely on my understanding here.
Surprisingly, I've never done Yosemite, but it's been on my bucket list for thirty years. Definitely going to do it in the next five.
Most of my climbing has been in the North Cascades, which is a pretty amazing area, and used to be relatively uncrowded. Still is, I guess, 'relatively' being the key work, but now you need to win the lottery to get a summer backcountry permit in the Pasayten. Still, I can get to the mountains in an hour or less, and once you get a few miles uptrail, you don't see many folks.
Here's a shot of Rainier from a climb up Mailbox Peak earlier this year--you can see the smoke from the fires burning up the west coast impacting the visibility. Google Mailbox Peak; it's pretty funny what all ends up at the summit... Can't seem to paste the image, so posting a link instead
It's the EPA lets me keep hiking and running Trying to keep this relevant to the MB...
Mt Rainier from Mailbox Peak
That looks awesome, and way scarier than what we're doing here.
I used to climb quite a bit; mostly because there are some peaks you cannot summit without that technical proficiency. Haven't climbed technical (other than some minor bouldering) in twenty years. As you get older, I guess you lose the need to challenge death, because you can see that in the end,he'll win, lol.
I think I'll go with the guy who's worked in this arena...
Seems like profits at that level would leave plenty of room for a significant dividend and some strategic acquisitions, should anything interesting hit the radar, as well as ongoing R&D related to other uses for Vascepa...
Mark,
Not a short; completely accurate for late breaking trials... Just get ten minutes or so to announce findings--but then can share reports, etc at their booth, in my understanding. Going to be crowded there...
I think he's appreciating your not telling Mrs. Claus about any theoretical connection between Santa going out late at night calling out for Ho-Ho-Hos and trips around the world while the Mrs. is far away at home...
Possibly Santa orchestrated this as a gift for his favorite elf?
Sonam,
Ref = refills...
The scripts # are incomplete, but consistently reported from the same sources, thus are useful in signalling, but do not capture the total market.
I'm confident that when he has time Sam will get back with more detail, which in my ignorance I am loath to attempt...
Tasty and Sonam,
Seems to me the O-3 market has been softened by the numerous negative articles about the inefficacy of 0-3s in general, form a health-improvement perspective. If Amarin management is smart--and they certainly seem to be--they are taking advantage of this current weakness to hedge forward contracts to keep prices lower going forward.
I don't know how far into the future they can hedge these though--Sonam, I saw you commented at one point that most contract in the 0-3 market are only 6 months in duration. Does that mean hedging opportunities are limited or non-existent?
AVII,
Thanks for your posting. A bit surprised at the reading comprehension issues some are having.
- You pointed out that Pyrr's mineral oil critique was not getting an intellectually-valid response;
- You then dissected several major issues the MO issue raised
- That was followed up with logical analysis of why, despite the issues Pyrr raised, the issue looks to be largely moot;
- You raised inquiries to Whal and, more critically his wife, to support assumptions regarding other trials where MO was used, and had no apparent impact, to confirm that assumptions regarding statin usage among those trial participants was probable to further buttress your position that MO is likely not an issue--which is not the same as dismissing it without analysis.
I appreciate your taking this on, and the thoroughness with which you addressed it. I'll confess, I was lazy and made the assumption that, given the direction to the DMC by the FDA to look at this as the trial was ongoing meant it had been looked at and dismissed. Your analysis gives me much greater confidence than my unexamined assumptions regarding the DMC.
Thanks for putting this together.
Has anyone looked over the sales rep recruitment ads before? I hadn't but just looked at one today, and it included this line:
"Experience selling in the triglyceride / cholesterol / diabetes markets."
Just wondering if the diabetes language existed before the REDUCE-IT trial completion?
Lol! Good one...
Got it now; thanks. Last one had your header, but the message was empty, and then disappeared... I cannot respond, as I'm a free subscriber.
THanks, Mapman1010. I checked that first; the weird thing is there was a blank post from North there, which has now disappeared altogether. I still have an older msg from him, but that didn't have his email on it...
North, I don't see a pm in either of my email accounts. My direct email is danpike1957@gmai, if you care to email me there I'll respond with the email address.
North,
I have an email for Dr. Bhatt, but don't want to share it here. I think I have your email; is it an aol address? Confirm and I'll fw Dr. Bhatt's email to that address...