Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
I'm going to give it to you straight - no one cares about your call. Literally, no one....
I'll obviously vouch for Raf as well. Although, it's all quite silly because those of you criticizing him, don't really deserve much intel at all. There are about 10 posters that actually contribute meaningful info to this board (don't count me in that group - I know I'm a moron CPA who knows nothing - even though I've consulting on like a thousand M&A deals).
The intel is not flashy and it's not 'insider' at all. Honestly, it's good news, but not really that Earth shattering and won't blow your mind. Good news.
Final point.....Raf contributes about 98.6% more than others on this board that are criticizing him. So advice to those folks, go do some of your own DD........
Final final point - Go Vikes! TTE - love you man, but Vikes are going to rush all over the Eags this weekend.
They're probably all leaked to a certain extent, but typically, only a few idiots would actually act/trade on insider info of an imminent deal. Not enough to move a stock meaningfully.
Good DD - thanks for digging up.
Having 60 patients on V in encouraging, but I'm guessing he'll still stew up a little debate since AF/Herper are involved.
Frankly, I'm shocked that we haven't seen anything more vicious since 11/10, although there's still a month before ADCOM, so expecting shenanigans....
He's posted > 10k times on this board and then "innocently" asks about MO issue and Afib. LoL. That was the end for me.
Correct. 135 mg/dL label is a home run and best possible outcome of FDA. 3 patients < 135 is correct.
80% on Adcom vote, 11/14. 95% label approval within 6 months.
Agreed, and props to HDG for nailing this down previously. He was absolutely correct.
Viet Le and his colleagues are basically celebrating on Twitter. I’d say positive result is highly likely. ;)
Take a quick look at the "like" in my question to Viet Le.
Boy, that'd be awfully bold to list your "Completion Date" as the 9-month interim look.
Let's just agree to agree on one thing. I hope you're correct!
Right. Study ran 18 months. It’s complete. This isn’t based on an interim look.
You show the picture of the Bugatti and release the 0-60 jaw dropping details to the salivating crowd. :)
Right, so hopefully the same approach was discussed with AHA embargo. Primary endpoint released to build hype for the session and to assist with Adcom....secondary endpoints released to the large crowd assembled at AHA.
Maybe another 9/24 surprise? ;)
I know this is Budoff's study, but he's smart enough to know how critical 11/14 is to the entire EPA thesis. I think we see top line well ahead of 11/18.
I believe the study is fully complete (i.e. not an interim stop), unless you've seen something different.
We're getting special treatment. We don't have to pay anything out of pocket for our MDlive "consultations" under our plan.
Glad you got the script and I hope the cost comes down significantly with the coupon.
MDLive, Teledoc, Virtuwell - just online doc services offered by insurance cos. I talked to the first doc that answered the line, told him my family history of CVD, that I used to take the sh!tty OTC fish oil until I learned what it contained and now wanted to try a pure fish oil with zero side effects. I also explained the anti-inflammatory thesis (thanks JL) and mentioned that I had tennis elbow and some joint pain. He looked it up and prescribed in less than 5 minutes.
Hope you're able to get your script. Surprised that your cardio is giving you the run around. Good luck!
Kiwi - odd post.
I’ve only been around for about a year. You’ve been around since 2011 and have posted > 10k times. Yet, you ask the masses for help on MO and the slight AFib increase? Both which have been covered extensively as you must be aware from your multiple posts a day. Also, the company has covered these issues many times in various communications.
Call me overly skeptical, but seems like a strange outreach story for such a “plugged in” person,
who is suddenly having issues getting a script for a drug he’s posted about 10.5k times.
I got a script from an online MDLive doc and you’ve posted 10.5k times to the AMRN board, but have to ask for help in convincing your Card to write the script? C’mon man....
Thanks for posting. Yee doesn't mention that the FDA signed off on the use of MO - hard to think a confirmatory trial is 25%, but he's got to be somewhat conservative. Personally, I think it's more like 90%, but I'm just a CPA, not some fancy big shot analyst.
That's damn near malpractice in my opinion if that's how he's making the call. I'd can him immediately, no question.
If anyone had a hard time understanding why practice changing medicine (Vascepa) still takes a LONG time to adopt, you can see the recent Twitter string that I posted earlier.
A Mayo Cardiologist fellow, who is at the NLA Fall Conference in Minneapolis was not aware that Vascepa has been included in any guidelines or that Mayo (her own employer) endorsed icosapent ethyl therapy treatment.
This gives you an idea of the ground swell that's coming in the next few years when the targeted docs become more familiar with V and the insurance coverage is a slam dunk.
I plan to head over there shortly to hopefully educate a few more folks before the 7pm session this evening.
I found that odd as well, but maybe he meant freezing reduces fishy smell and taste somewhat? Regardless, that's a pretty old reference.
Please like, retweet and comment as appropriate as it would be good to keep this string at the top of the NLA 2019 Twitter feed.
NLA 2019 Card Tweet
Solid post.
It's actually an interesting question, Marki. I would think it's definitely the fiduciary duty of the Board/JT to bring a 100% premium BO offer to shareholders.
Exactly why our PPS is a bargain right now! :)
I'm sort of with you. If Repatha and others received "for statin intolerant patients" why wouldn't V? UNLESS, ALL other trials had an arm for this cohort.
Again, I'm just a big dummy CPA, so some smarty pants bio person is free to overrule me at any time..... I really only bring financial expertise and common sense.....
I didn't post the full response, but it went something like this.....
"Just letting you know that at this point I don’t have an answer to share. I hope to be able to get back to you in the next few days."
Okay, that was the full response....
V - thanks for the answer. I'm a CPA, but can at least understand that. ;)
I'm more curious how other drugs that were tested on top of statins received a "for statin intolerant" add-on to the label. Maybe they had a cohort to test this and we did not? Admittedly, I have not been able to dig in to this yet.
Thanks for the reply.
Maybe. But if that was the case the company would have clarified easily in their response to me. They deferred and mentioned they're working on an answer.
Repatha was approved as a monotherapy for statin intolerant patients. Why wouldn't V at least pursue that path?
I’m not able to look now, but was there a small cohort in R-It for statin intolerant patients?
Correct. Amarin likely going after the monotherapy for statin intolerant patients label.
No one is debating the “incremental” piece of this, it’s the “separate” wording that makes me think the monotherapy is likely being pursued. Also, why the departure from the “as an adjunct” that has been previously present?
Doesn’t really matter, as TTE said, the key will be supply in 2022.
I was finding it strange that there had been very little, if any, debate/discussion on Thero's recent comments of V being applicable to 1 in 3 or 1 in 4 US adults. Could still just be semantics, but I think there's more behind it.
Anyone have access to the full note? I've only seen the abbreviated version. TIA.
Interesting analysis - thanks for sharing.
I noticed a similar trend with EXAS, and of course, rode the wave from $5 to $100. ;)
Good things coming to Amarin shareholders soon.
Awesome session topics! Thanks for posting.
It's a delayed reaction to the EU news - simple as that. Buyers waited until blood cleared, as usual, but it happened to be big news, so there were more buyers than the usual 2-3% move we might otherwise get after a bloody day. Simple as that, but I'm sure the discussion won't stop here on this board. ;)
That's the cost with tier 1 or tier 2 insurance coverage and no coupon.
Even if Thero sold 100k, 200k shares, who cares. I'll take notice if he ditches > 1/3 of his position at these prices.