Kiwi, wondering how widespread this info is.  I am up on this trade and beginning to wonder if I need to sell out.  If I was sure they would pass the Kidney Act, I would be willing to hold, but can't find an oracle nearby.  

Let's hope that is the case.  I would think that they would have learned a lesson from prior management's Germany exploits. They highlighted that premature wasteful spending so let's hope this means we see Italy approve reimbursement very soon.  

I guess those scripts must have for more than 30 days.  Still sucks, bunch of crooks. 

Thanks for posting JRoon.  Good stuff. 

Attacking the 52 week high.  Question is whether it drives thru it or tops out at 9.50. 

On a slow night. Just finished reading about how a number of the new incoming administration nominees for various healthcare and other positions are not fond of DTC here in the U.S. RFK Jr. has said that he would like to see it banned completely. Of course thinking about this one way or the another means very little to us Amarinians because either way the Generics are here infringing. I guess when I was a wee tot, there was no DTC and only started in 1981 I believe. They say that getting very old is like becoming a wee tot again. Wonder if that is what we will see with DTC. A hell of a battle as Pharma has a massive lobbyist army.

Raggy, let's not forget CRMD. We did pretty good with that one as well.

Well the lipodome term generally is used in reference to all the lipids in biological cells. So I guess the point they are trying to make is that individuals systems are at least slightly different as to how they handle these lipids and how treatments can work to varying degrees in different individuals. If everything worked exactly the same in every individual then a drug would either work 100% or not at all. IPE works pretty darn well and they saw the effects it had, but sometimes this variability in individuals could override the benefits. Not everyone in R-I had the same results after 5 years.

Thanks for posting.  Good information. Virtually 4 gm of IPE given to subjects but only for 28 days.  Think we know more beneficial effects come about with a more prolonged usage.  The following quote shows why there were still events in the V arm in R-I:

Raggy, I like the PLTR recommendation as I have bought and sold it a couple of times in the past, both for nice little profits. I am waiting to get back in but think it is overextended right now and will try to jump in if it comes back to 45.

BullRunner, thankfully I sold some on R-I results as well. Had kept the whole thing from my wife until R-I results and had intentions to sell all remaining shares when sp hit $20. Unfortunately once my wife got involved in watching, she urged me not to sell. Don't blame her since there were some here at the time clamoring that this should be valued at over $100.

But looking back at it, selling at least a portion, as I did on R-I results, helped me diversify my accounts to where now Amarin (although I have kept buying more from time to time) is less than 8% of my taxable portfolio and less than 15% in my IRA. The other stupid thing I did (it turned out to be stupid but thought it was great at the time) was when the sp dropped to 13 (day before DuDisaster decision) and then again when sp dropped to 4 (after DuDisaster) I converted some Amarin shares from my retirement account to a Roth. Needless to say that Roth account is hard to look at.

Glad that I will be dead when my beneficiary sees it!

So on a quiet holiday half day, UNCY will do more than average volume. Definitely looks like this will work out. (Of course after I say that I hope I don't jinx it). Those senators need to move their butts and get it done.

So question Capt or anyone.  How long so far has Edding been marketing to those say 91 million, and what have the sales been so far? TIA

Thanks. Guess we didn't make it. Not that I am ultimately expecting that much from China (hoping to be surprised though), but in essence no piece of good news to announce.

I agree (with the caveat that we obviously don't know everything the company does) with the company proceeding with the conservative amount of the BB that they have stated. However, I am not sure it would be a prudent function to proceed as you suggest (besides the fact that it would not be practical to get all shares at 50 cents, or even if would be permitted or legal) because of the financial condition of the company.

If they ended up with only 100 million in the bank, that would be very risky considering the bleeding that is not only ongoing but could possibly accelerate. Here is what I am looking at:

A poster on ST posted a doc from China and says it is the NRDL for reimbursed drugs for 2025. I can't translate the pdf list but translation is available for the the cover letter/statement.

Here is the pdf: https://www.nhsa.gov.cn/module/download/downfile.jsp?classid=0&filename=de66e92b7edd4056ac41c0c4d3c011f3.pdf

Here is the cover: https://www.nhsa.gov.cn/art/2024/11/28/art_104_14886.html

Can anyone confirm.

Right back at ya.  Man I must be really declining not spelling there correctly.  

Yep.  In most cases it would be deducting $3,000 on line 7 every year until Kingdom come.  

Not sure about today, but their was news today of fund diving in in the 3rd qtr.

https://www.marketbeat.com/instant-alerts/great-point-partners-llc-buys-shares-of-8559000-unicycive-therapeutics-inc-nasdaquncy-2024-11-27/

Not sure if this article had anything to do with the good showing today. Trying to get the new team to delay the price negotiations with Medicare:

https://www.reuters.com/business/healthcare-pharmaceuticals/big-pharma-pushes-trump-team-ease-medicare-drug-price-negotiation-rules-2024-11-27/

And I am one of those that received it on my last refill😙

MrMain, I think he sees the same opportunity as us. Getting out somewhere between 4-5 but that does not look like it will happen in the weeks and months ahead. It may unfortunately take 2 or more years. I hope not, but being rational with what we see now, hard to believe otherwise. The legal avenue in the US is expected to take quite a while, but if another poster or posters here are correct, there may be a chance for an injunction after some discovery. Not sure the chances of that but if that were to happen I think you and I (and now JRoon) might get our chance to bail shortly thereafter.

I notice even ARDX up pretty strong.  Any news maybe about Senate scheduling a vote?

JRoon, there is not a single falsehood in your post, but I take a bit of an exception to the snarky last sentence. Previous management was heading along the same path, except showing less urgency in terms of cutting costs. All these things constraining the company (generic comp in the US, reticence of reimbursement in big EU countries) at this point all out of the company's hands. So I would say that shareholders voted to have someone steering the ship (with albeit a very similar course) who put their own money on the line to match ours.

Although I replied to you, I really wasn't addressing your post. I agree with your comment.

Sleven, I don't believe speculating in the stock market with that cash is an example of a company's fiduciary duty. Now, acquiring an asset that was accretive would make some sense, as along as it is in their bailiwick. It is clear that by the great reductions in expenses over the last couple of years that the company is concerned about conserving cash. And one can see why. The great margin business once here in the US is gone and uptake of V in ROW is slooooow. Do you lock your cash into some investment that is difficult to liquidate quickly if needed? So yes, maybe they could do something with their cash that could generate some additional revenue but I doubt taking flyers on GameStop like things would be responsible and within their fiduciary duties to the shareholders.

Sure Raggy, nothing wrong with some BB.. Heck, the company themselves thought of it and sought approval for it. They are holding back, you and I think incorrectly, but maybe there are valid reasons. We hear, on this board, from time to time, plans dropping brand V, so possibly they were shocked with the CVS drop in coverage and want to see how badly this trend spreads. But, let's face it, buying back shares may buoy the stock price back up, but does nothing to change the business - increase sales or reduce expenses.

No question ghat the Investor Conference was a big waste and let down.  None of us are happy with what the company is doing.  Problem is (outside of new formulation) the company is jammed into the 7 rolled up dimensions of space.  There is not much they can do now.  US would require legal remedies and those take years.  Difficult to create demand in the EU when reimbursements are not in place.  Remember no DTC ads there.  I know we are all disappointed with management, but I believe I have not heard any concrete suggestions as to what they should do that they aren't doing. 

They obviously had more control over their business destiny at time of R-I release and label expansion, but the serious missteps right after that has locked them into a situation with precious few avenues to take.  

That's the concern, more plans dropping brand V than adding it. Very soon they won't be able to tout 50% market share.  That Marjac/North effort was the best shot at reversing the injustice and all Amarin had to do was joined.  If I have read about their reasoning I have forgotten it.  

I think you are right about M&A going to pick up, but worried that current state of affairs and condition of our little Amarin make it not as a delectable piece to acquire at this time. I am sure BP is aware of the medical value of Vascepa, but they are probably unsure and leery of its market penetration ability. US market difficult to see opening up in the near future and the EU seems tough sledding. But hopefully, the increase in M&A might at least give a tiny bit of buoyancy to our stock price.

Sleven, TCI1, would the tariff be on where the raw material came from or the finished product, or both.  My last (current) GV says Manufactured in India.  

Thanks for posting Kiwi. Rather positive for our little UNCY.
UNCY to be involved in two other conferences next week:
https://charts.stocktwits-cdn.com/production/original_594030670.jpg

On other news, I am beginning to get nervous. Just as things were looking very good for my small bios, with a typically good month or two for small caps coming up, I am now concerned that the overall market, which is due for at least some profit-taking, might take a real dump.

News this afternoon about across the board tariffs on Mexico and Canada starting Jan. 20. This kind of stuff spooks the market, generally. Only positive, would be for the fledgling American poutine industry.

My first thought was whether this would violate the USMCA, which was signed 6 years ago, after tearing up the NAFTA agreement. I can't get away with not paying a parking ticket.

Yes Lizzy, when I was getting brand V for a number of years it was always mfgr for Amarin and not by. 

Not sure if anyone has seen the hammering SAVA is getting because their AZ trial failed. 

Amarin history would make a classic example for a business class in not only showing how to mismanage a goose with a golden egg, but also how our entire system - medical, judicial, patent, etc., can bury a company with a golden egg.

Just for information purposes, in my most recent GV script the caps just have a big 1000 stamped on the capsules. 

It wasn't totally clear to me but the Mfr by Amarin that North referred to may have been on some paperwork the pharmacy gave out and it could just be either their screw up or they only had the drug info on a sheet meant for brand and didn't have one for the generic so they just substituted.  Either way this all sucks because our system is so stupid and gamed by everyone.  Years to get patents and then you have spend years in court to enforce them and even then the court does not go directly to the source (USPTO) to verify. Nuts

North I am wondering too, that since you used a GoodRx coupon the previous time (to get brand V) that the stupid pharmacy just went ahead and used the GoodRx coupon again instead of running the GV through on your insurance which I am pretty sure would have cost you much, much less than the $194

According to my round bottle it says manufactured by Strides Pharma Science LTD in India. 

Partially OT.  Barron's says stocks of anti-obesity drugmakers LLY, NVO and AMGN have gotten hit as the market frets over what the new head of HHS would mean for the group. The worries are overblown, and investors should use the selloff to scoop the stocks up on the cheap.


If investors follow that advice, hopefully that when bidding up the price of these and other BPs, that they also feel more comfotable throwing some money our way and to other small bios.  


Wondering if Amarin missed the low to start their BB. Like JRoon and others have pointed out not a biggie since they can only buy so much each session so its not like they could have gotten a huge amount at 46 cents.  

North, after rereading your post this morning I have a question. Did your wife pay $194.99?

If so, does your insurance not cover Generic Vascepa?  My Fed BCBS, which dropped brand V, gives me GV for $30 for a 3 month supply. 
Also, I forgot to mention yesterday that in the past I had gotten rectangular bottles but this last refill they were round.  I have another refill coming up mid- December I think and I will let you know what they give me. 

North, I can't remember if this is the first time you have gotten GV?  If not, which GV did you get last time. 

My last script refill was filled with a Generic I did not recognize.  My bottle says Manufactured by Strides Pharma Science LTD, Bengaluru.  Distributed by Amneal Pharmaceuticals LLC. Bridgewater, NJ. 

Funny, isn't Bridgewater Amarin's US headquarter's location?