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JRoon I think that which you mention, plus the fact that humans have not been eating cows raised on a farm given all kinds of stuff to beef them up for a million years. That is a relatively new habit.
Thanks Kiwi. I found it interesting that they are quoting Gupta saying they will be discussing 2 ongoing clinical trials. Wonder what info they will divulge. On another note, I know you had been mentioned the company raising cash and I am sure you saw they they did a private placement:
https://csimarket.com/news/unicycive_announces_50_million_private_placement_expanding_investor_base_and_progressing_towards_key_milestones2024-03-14110308
Another thing. Technical analysis is very iffy and mostly useless with these bios, but if you look at a 1 or 2 yr chart of UNCY, it has formed a huge cup and is about 4-5 weeks into the handle. Hoping for the best.
Thanks Sleven. Jives
I guess it is not the HAS that actually approves and sets up the reimbursement (I could stand correcting on this) because in the doc that Sleven posted it clears says that the HAS has recommended Vazkepa for reimbursement for secondary prevention back in 2022.
I haven't used French much lately, but I am trilingual with French one of those languages.
Agreed Capt. It is digging deeper into the data, something that requires time and that is why we see these things come out years after. Learning more and more from the volume of data.
Zman, with my aging brain I can't be sure, but I thought at one point Raf had some exchange with Dr. Bhatt, where Dr. Bhatt indicated that he thought the generic had been tested - although I could be wrong on this. I would think it is business 101 to look at your competitors' products. Although interestingly it seems that once Generic companies show the FDA bioequivalence, that they are basically home free, and this article illustrates how the FDA is pushing back on the idea of even testing for safety when Generics (and brands of course) sell their stuff to the public.
https://www.forbes.com/sites/arthurkellermann/2024/01/10/we-should-test-generic-drugs-to-assure-safety-the-fda-hates-the-idea/?sh=60d0190c292b
Sleven, logic dictates that what you say is right on. We will have to wait and see if logic prevails.
BBI you highlight the very difficult position Amarin is in. It makes it seem that trying to build up sales before offering up the company for sale will be so far down the road that it any value will be discounted by the reduced patent exclusivity you mention. Almost seems better to take less now and have a real Eurocentric BP roll this out.
Correct, no reimbursement yet and possibly not till the end of the year, if at all.
Actually don’t think it has ever been measured in any bloodwork.
Also I tend to agree with your comment, at least in my case, being now (after having aged) more concerned of mental decline than an MI.
The mental decline could make me a real burden for family whereas a good potent MI would quickly deliver me to Valhalla.
Thanks Kiwi. I missed that earlier today. I take aspirin daily.
Apparently Novartis and Ionis have a drug in trials for potentially lowering Lp(a) - pelacarsen.
Cognitive dissonance. Really frustrating, maybe more so, with all these great studies for V being presented and no one buying - except for us schmucks. At least volume is low.
Sleven, that is a sad commentary on our courts. IMO, if it is read, it is most likely read by clerks. Guess I should defer that opinion and rely on North and other legal experts.
Capt those are great titles!
Well I have no problem with them compiling data that is just sitting there for the taking. Heck I’d go in on weekends to help them sort through it! Git er done.
Will those additional clinical trials yield results before patent protection expires? Even if they do it will be such a short time remaining on the patents that all will be discounted.
Agree Nuke. Another thing, is that Amarin had already lost the US market to the Generics and should have realized the critical importance of the EU’s largest market and that it was not the time to play hardball. We needed sales pronto.
Thanks for posting. Not sure when that document was written but it states that oral arguments had not yet been scheduled. But we now know those will be in April, I just forget the exact date and don’t want to mention an incorrect date.
Don’t want to pin extremely high hopes on it, but a win there could do Amarin wonders.
Interesting. That tells us that docs in the same practice never compare notes
Two things. The elephant in the room is the availability of IPE Generic products. That causes Amarin or future buyer to be reticent to spend money trying to expand the market.
Second thing, doctors are even dumber than you highlight. OTC EPA at the purity and strength of V is not cheaper than a script for the prescription form (1,000mg 4 per day), especially if the patient has insurance. Surely generic IPE should considered at a minimum as good as OTC and cheaper by far with insurance.
What do you think will happen faster - Lupy becoming 1b dollar drug or dialysis obsolete?
https://www.nytimes.com/2024/03/21/health/pig-kidney-organ-transplant.html
Obviously Pete will be gone after this AGM
Moose, your last question is excellent and on point.
Your earlier commentary in the post can be explained by recognizing how our healthcare is strangled by monied interests, like insurers, PBM, etc. The other side that coin is that while Aurinia has enormous margins for Lupy, they apparently are not interested in dropping the price to entice more usage and/or better insurance coverage.
Those huge margins though, should entice BP no?
Sure, but I wonder where IPE ranks among those 160 in terms of sales. Top 10%, top 20%, top 50%, bottom 50%. Just trying to figure the use of the word key.
Moose, kind of explains why Auphie made the oversold list of your previous post. Maybe PG sees the writing on the wall as far as his tenure goes.
DAR, after reading the couple of posts describing the DRL comments about their icosapent ethyl, I wanted to respond in the same fashion as you. First, I wanted to find a listing of all their drugs and their respective sales in the U.S., but I could not find that data. My educated assumption has to be that IPE is one of their lowest selling drugs, so calling their IPE a "key" product seems rather non-sensical. Unless they see something for the future, but that seems rather unlikely considering these morons jumped in way before Amarin could develop the market here.
Very astute observation North. Unfortunately most of the medical community does not seem as astute. This paper explains a MOA that separates V from the other trig lowering drugs.
Not that I hold out much hope for it, but there is the Appeals Court hearing in April.
Thanks Capt. Don’t quite understand the Omacor numbers??
Oh wait. Maybe it means only 1.83% drop in Dec but a 27% drop in Jan? That would be great if my understanding is correct.
OH WAIT. I was looking at your post on my stupid phone and it didn't show the graphs. Now I see them on computer and understand. The 1.83% was in Oct 22 not 23.
If V can keep adding scripts at a double digit increase every month it will not take long to overtake Omacor.
That is definitely a good question but according to the Amarin presentation at the JP Morgan thingy, Amarin stated that the CVRR indication was accepted by the health authorities in China with a clinical trial waiver. I tried to copy and paste the relevant part but I could not so here is the whole doc:
https://amarincorp.gcs-web.com/static-filesebc12d57-19da-4812-847a-80184a131624
Thanks. My bad.
An article addressing the drug you mentioned North:
How a cheap, generic drug became a darling of longevity enthusiasts https://finance.yahoo.com/news/cheap-generic-drug-became-darling-140517326.html
Ain't that the truth. Every single ad on TV for a drug has tons of bad side effects, that I always wonder how anyone would be interested in it - if they actually listened to the side effects instead of just watching the people dancing.
Thanks, I didn’t catch or understand the whole thing about the payment bundle.
Kiwi, a little confusing to me (the rationale) but isn’t this bad news for UNCY? Hopefully disfunction reigns supreme in the House and this does not come to pass. Unless I don’t clearly undrrstand.
Pretty sure the date has not yet been set nor announced.
That appeal court hearing against Hikma could go a good way towards helping the US market. Boy, I wish all voting was as easy this proxyvote online. Don’t recall hearing complaints.
Thanks JRoon.