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This was posted by our Captain on ST:
Pocket Rockets against a generic VASCEPA launch:
1. An “At Risk Launch” in the face of an Appeal loss is very dangerous (treble damages at least).
2. Amarin will probably file an additional patent infringement suit against patent # 8,298,554
Both the half gram and the one-gram capsules have composition patents to insure against oxidation. Have you ever wondered why the VASCEPA caps are so clear while Lovaza and Dietary Supplement caps are yellow? See these references for the 8,298,554 patents:
investor.amarincorp.com/new...
patft.uspto.gov/netacgi/nph...
accessdata.fda.gov/scripts/..
Pass me the pipe BB
Yours and everyone else’s. Tough to have any confidence in JT
I noticed the CEO of one of the companies mentioned, Zai Lab in Shanghai, is named Samantha Du. Coincidence? I think not. Sister, Nevada Du, is trying to force AMRN to focus on China. Yep, it all makes sense now.
Seriously, thx for the link. China could be big
Gotta weigh in here, if I may. We can certainly begin opening large segments of the country. If you live in fly over country, there is no pandemic, never was. New York City and other big urban areas have one, but not fly over country. Ridiculous to treat everywhere with one brush. Montana, for example is gonna start opening. I mean good grief, 147k square miles and about 400 some cases.
Excellent!!
Your Hungarian is improving Raf
Can you translate this Louie? Can the aNDA be approved given our sNDA for Reduce It?
Nick,
Others on the board raised the issue of whether Reduce It exclusivity granted by the FDA would prevent generic launch into Marine indication. Whether or not that is true, I don't know. I was just expressing that, if true, it would seem odd if AMRN was not aware. If they are, why didn't JT state as such on the call last week.
I hope you are well. Hang in there!!
Gozips posted the following yesterday:
"Please take the time and let AMRN/IR Elisabeth know how you feel...or find a way to pass the message along to the BOD.
Roundabout way of contacting Lars via Sofinnova if you want to call or perhaps send email...try the La Jolla number.
https://www.sofinnova.com/team/lesley-weber/"
No specific email for Lars. Would be nice to find one.
Years ago there was an NFL QB, Jack Thompson, from Samoa. From Washington State, he was known as the “Throwing Samoan”.
Here, we have the “Knowin Hamoan”.
I find it stunning if generics could not launch due to exclusivity and AMRN not be aware of that. Then again, would not be the first time management has stunned me
Hamoa - you’re the best! I think you were confusing Plaintiff and Defendant in your initial paragraphs. Might want to fix that
18 should be more than doable if EU can produce 3B/yr revenue
Rather than “take the bait”, how about “accept the obvious truth”
I think ANDA is not affected by lack of valid patents
Agree. Why I don’t want them gambling again
If there be any logic and fairness in this world JL, you’re dead on.
I don’t know how everyone feels, but I plan to follow CBB’s lead and reach out to Lars. I don’t like the notion of partnering in EU and betting on appeal win. Too risky. It is past time they start hearing from us small frys who helped support the pps for years.
They need to focus on ROW valuation and sell. I think we could get 20 or so per share with CVR pending appeal outcome.
They want to gamble, they can head to Vegas. But, not with my money
RAF - I assume you meant generics and not BP?
Mrmain - interesting thought. Hopefully folks smarter than me will weigh in
Do they have any coverage of Du’s kangaroo court?
Thx CBB, I plan to follow your lead
I thought the same, multiplier seems low. Wouldn’t multiplier of 3 be more reasonable? Would be about 21 per share
CBB - did you call the number under contact on the Website gozips posted?
I don’t think they deserve it
You’re talking about EU correct? You think revs would be higher than 3.1B for EU?
Question - how do you folks feel about Roth’s EU valuation (16 pps on 3.1B peak revenue).
Side question, when figuring pps do you use total shares (about 413M) or float (about 350M shares?)?
Good point Louie. Tighty-whiteys would be much more difficult to breach. Might need help. Anyone else with me?
Will do:)
They said IF we lose appeal. WTF, you think AMRN should continue promotional spending under that scenario while generics reap the rewards? No F’n way
If Thero partners EU and appeal is lost, I swear I’m gonna turn into a squirrel and run up his pants leg
Perhaps, but everything he said was 100% true
Well, if she did use the total record (uncropped table), she erred on understanding the data.
What if her ruling relied on 2+2=5?
Excellent observation TTE
Please, don’t say robust:)
SA - I appreciate your take on things. But (this is not directed at you), if overturning a finding of fact that was based on false information is difficult, then we have a really f’d up system.
Where on Twitter?
LBL - my fear is JT will go for EU partner. Couple that with an appeal loss and it’s game over. Surely JT is not that stupid?