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For those of you making claims as to what the company needs to do in the future please start with “I don’t have a clue what’s going on but this is my opinion”. You act as if you know supply chain cost or sales people needed or the direction amrn intends to take. A total waste of time! I’ve read this board for years and was one of the reasons I invested in this company. At this point the board is a waste of time. Speak about what you know otherwise start your comments with “I don’t have clue what I’m talking about but this is my opinion!!
Thank you this has gotten ridiculous these arm chair quarterbacks actually act like they know what they are doing . I have more shares than all of you and I’m tired of hearing your BS.
Super
I’m not arguing all I know is that our drug was approved two weeks ago after waiting 4.5 years. We are paying huge fees to speed up the process but it didn’t work in our case. Our drug was as easy as it gets.
On another note, do we think insurance will pay for off label use for the generics? It seems V will still be the cheapest game in town outside the marine indication.
Super
Just stating my experience suggesting approval could take 4+ years without injunction or appeal. Add the injunction or appeal and we could be looking at 6+ years before the generics get approval. 6 months won’t happen as others have suggested. They won’t respond to a letter in 90 days much less give approval in 6 months. Not saying three years isn’t possible but that was our minimum timeline when we applied and expected 5 years and 1.5 million for a basic antibiotic. If we can get 4-6 years out of the US without a reversal I believe that adds to our valuation at this point . How much can we sell in 4-6 years ? 4 billion? Should we just kick that to the side? There are plenty of companies interested in anything that ends in B . Add that with our other potential revenues and we still have a company that should interest potential buyers. Others may be right just my opinion.
Supertens
I’m reading multiple post saying generics will be selling in 1 to 2 years . I assume none of you have taken a drug through the fda lately. I just completed a basic generic antibiotic that took 4.5 years. Keep in mind that is without an injunction. Add 2 years for the injunction or other appeals and you have 6 years. So we lose 3 years of patent protection what’s that worth? This may have been Amarins play the entire time. Do we settle or lose 2-3 years protection. I assume multiple analysts will come to our defense tomorrow. I don’t post much but have been reading board and have been a large stock holder for 7 years . Not a good day but i’m A buyer in the morning.
Supertens
Am I missing something here? Wtrh is a food delivery service not in the field of 3D printing?
Super
This stock is pretty high on my list but suffering from the general market and the GIA strategy. Amrn is my largest holding and the charts are very similar.
Super
I really hope we can get some discussion going concerning WTRH. If your not from the south you probably don’t know how this company is dominating the smaller areas. Looking for great things in the near future.
Super
As I have posted in the past week I’m two for two with docs who have been at presentations who just don’t get it. I’m pretty sure none of them spend the time most on this board do concerning V. It’s just going to take time fellows. I was in at 2.80 so I’m not cutting flips but the chart is very similar to vktx, acad, acrx, arts etc. the market doesn’t like to wait. Holding tight on amrn but buying nvax on the rumor will sell on the news. Amrn is a different animal when you consider 1 in 4 in the world may need it.
Super
Interesting I didn’t mention my mother n law was taking 1gram of V per day. Surely that wasn’t an issue concerning the Afib. Oh well we will see we raised her to 2grams a day. Her husband is a doctor I have mentioned before that he takes V and a stock holder.
Super
Real life story from this weekend. My mother n law was taken to the emergency room with 150 hr in afib. After multiple test they talked to the CARD . The question of V was brought up during the conversation. The docs response was that V was basically for high TG’s and that wasn’t her problem so no need for it. He did tell her that he was at the AHA conference and knew about V. I guess it’s important to throw in that she is currently on a statin. His treatment was to put her on a blood thinner. Reps and education are desperately needed and will come in the future. Insurance coverage needs to come ASAP as we all know.
Trust me guys I’m not a basher just trying to give real world responses from actual events. I have a large position and a dozen friends in my town with large positions as well. I would bet our per capita ownership of amrn is one of the highest in the country. They all really like me right now hope it stays that way!!!
My script was covered with PA . I don’t have TG’s over 500. My doc did say he had to work really hard to get it covered.
Super
Funny I told my guy the same thing and reminded him of jelis. So now we have the equivalent of three studies. I just don’t think most people on the board realize they have spent way more time on this product than most docs.
Super
I don’t disagree I’m just concerned about who did the presentation to the doctors. Obviously they didn’t answer many questions
Super
I will ask I have been treading lightly even though he was was my roommate at MSU while playing for the bulldogs baseball team. All I know is he studied while I practiced lol. Don’t worry I’ll convert him shortly.
Super
Happens every day !! I take trulicity because UHC will not cover ozempic . Ozempic is proven to be 20% more effective and the same price. It’s called rebates . If you don’t rebate the PBM coverage will be slow. When you send your letters to the PBM’s and insurance companies send a hundo and it will get done lol. In all seriousness I’m sure J.T. and the gang are on this.
Ok, this is the reply from the Card. We had presentation on the trial this morning actually. Impressive regardless of TG levels in reducing events. Still sounds like it will still cost most patients $280+ a month. That’s a huge issue for most patients. Only my wealthy patients will pay that.
It’s an interesting medication that I’m not sure anyone understands why it works. We certainly need another study. Right now it is just a boutique option for a select group of patients. It’s not a standalone game changer in my mind and most cardiologists yet. He went on further to say don’t sell yet and give it some time to play out.
I’m sure most of you won’t like this response but this is real world from a guy I respect. Don’t worry guys I have plenty of responses to his concerns but I just wanted you to hear the response so we can learn from it.
Super
I totally understand both my father n law and brother n law are ophthalmologist. I’m waiting on response from my doc buddy . I think it’s important to get this feedback if we are going to promote the product to the best of our ability. You only get one chance at a first impression.
Super
I have a childhood friend who is now a cardiologist out West that I sent a text to last week. I told him I had been investing in AMRN for years and wanted his opinion on the recent AHA data. First the good news is he knew about V . The not so great news is his reply was “ Too early to tell we don’t use it yet but the results are promising .” I will follow up today and find out why his group is holding up. Maybe his reply will give some insight of the day to day thought process of a doc in the trenches.
Supertens
Your exactly right !! This is a pay to play game. As soon as J.T. hires someone to work the deals out with the PBM’s we will start getting coverage.
Supertens
I have three generations of my family invested we aren’t going anywhere!!!
Supertens
I have taken the full dose at one time and experienced minor bleeding under my skin. Face and hand were the areas I experienced. The hand was from hitting a fat golf shot lol not sure about the face.
Supertens
My Doc now takes it and picked up 10k shares. He has called me a couple of times in the past couple weeks asking what was going on lol. It’s amazing how the text start flowing every time we have a pullback.
Supertens
I’m invested with a very small company trying to get one generic through. We have one fda guy who does nothing but deal with the fda. He has successfully pushed 17 drugs through approval. Just to let you know how precise the application has to be we have lost 6 months over the address of the manufacturer. Long story short is don’t make mistakes.
Supertens
I have UHC and pay around 150 . I just had to get another PA to even get the script. I’ll check for updates next time around. Any recommendations on who to change to for better coverage. I’m also taking trulicity because they won’t pay for Ozempic.
It’s all about the rebates to the PBM . I’m hearing they won’t talk to you for less than 40 percent on some drugs. There was a good segment on rebates this morning on CNBC. PBM’s are the problem with drug prices. Drug list prices are artificially high due to rebates . If you don’t pay up you don’t get coverage.
Supertens
I missed my tee time for that. Hope you didn’t do the same.
Supertens
I hate it but I’m going with 17.10 . Pretty solid at 17.50 before the call but blew through that after the call. I think it hits 17 before the end of the day. Not concerned we will be back.
Supertens
For sure !! It’s almost like J.T. said hey don’t ask me about the elephant in the room.
Supertens
That’s my point something doesn’t feel right!! I’m good with raising but something is up. LOL don’t bet on that just a felling.
Supertens
Dan, I agree at the slight premium on BO hopes. I held tight this afternoon with two brokers on the line at one time. Tough to make a decision when the offering size wasn’t out yet. I almost feel like this is some type of a strength play with BO in mind. I only say that because of JT’s answer to the dilution question in London. I choose to believe he wasn’t taking this path two weeks ago.
Supertens
I would have preferred no answer considering he most likely knew there was already an offering in place. The implication was we weren’t raising in the near future much less in two weeks. I’m feeling something else going on here or JT just made a mistake. We will see soon.
Supertens
LMAO what would you guys pay to see pyhole on stage in a debate against Preston Mason. I would pay quiet a bit. I would love to hear pyhole say a 100 times “MO isn’t inert while Mason throws some real facts at him.
Guys just heard on the news they are looking for the holder of the winning lottery ticket for the mega millions. I just realized I have it in the form of my amrn stock .
I’m sure nothing will come of it but the timing of the release 1:41 and the fact that the firm obviously didn’t read or understand the article could show intent. I would think a law firm would be held to a higher standard than social media. I can’t believe they actually used the SA article as a reference. I’m calling for sure !! Some of my amrn crew members had to wire lots of money to cover due to his threat of investigation aka lawsuit to people that don’t read.
Have you read the SA article the law firm says the investigation is based on? DrRx says he didn’t look into the SPA or if the FDA looked into the use of MO yet the law firm says that’s the basis for the investigation. I want to call them and ask if they actually understood the story.