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.
My gut tells me this is toast. Has anyone ever heard of a otc stocks that doesn’t PR every little minor event? Typically a company would PR primary endpoints then set a date for embargoed secondary endpoints in a publication or conference, and that would given special time as a late breaker. but they would give a date. This company hasn’t given 1 PR. 10+ years. I’m giving it 1 more week and I am out. This is starting to feel like a scam.
Most are owned in funds in iras/401ks/mutual funds/etfs
Doubtful they are sitting on positive news. That would be a double negative. A. Sitting on it B. Lying on their 10k saying they are still blinded.
We have to assume they are still blinded or else they lied on report. Doubtful they would make an intentionally lie
Wait. Speculation is the delay in told is because they are preparing for journal publication or fda filing doesn’t make sense. You would stil release topline data. All other data would be embargoed. I’m getting impatient
No, I think he is referring to jesselivermore
What is a timeline from filing the suit to it actually going to trial and a ruling? How anxious are courts to hear a case that has already had a trial, an appeal, and an en banc denied? Are we talking 6-8 months or 12-18months?
What would be advantage of releasing topline after medical conference/presentation? You would think they would rush a pr prior with topline so they can present that data at medical conference, unless of course you don’t want to present it, which opens another set of questions/concerns
Always trying to read read leaves. Did Elizabeth have a position that would have conveyed stock option? I had a brief daydream that she knew there was finally a BO looming and knew she didn’t have a position that would grant her options so she saw writing on the wall and preemptively left. I’m probably 100% wrong like I’ve been for the last 5 years but it’s a nice daydream
A relative of mine experienced ver bad pain. He stuck with it for 3 weeks hoping it went away thinking his body would adjust. He eventually stopped taking. The pain was in hands and feet. He was a tremendous athlete when he was younger so his doctor said it must be amplifying his arthritis. I’ve never heard that but I don’t think he would lie but I also think the dr was talking out his arse
Say what you want about AF and he does have some sketchy pasts, but he is right more that he is wrong.
It sounds like a good product and a lot of people have done DD, but I haven’t and I don’t know much. I’m just trading on momentum’s here.
Capt. I did the same at $.65. I left after first dip last week @$2. I don’t trust penny otc stocks. I may daytraders this and leave a little during nov for data but I am not staying in a ln OTC stock with almost 800million shares floating too long
Marzan and vubru. We are all Amrn people. The big difference is OTC holding it back. Most funds have regulations on buying otc. Also there are over 750mil outstanding shares. Amrn has 415mil which is equally bad. For nwbo to have double digit pps with 750mil shares, that is a pretty aggressive MC assumption. Either way, I’ll hold thru results and sell after. Maybe buy back in after almost certain dillution. I learned many lessons with Amrn
How can the generics control what gets filled at the pharmacy level?
Market also nosedived in last few minutes of trading but my guess it’s a combo of that and fear of fri newsdrop after a huge run up all week
If it is all rosey and results are a slam dunk, why do offering now and not in a few weeks when PPS would presumably be higher?
For Amrn people.... is the strategy here to sell after a bump if tests are positive or hold? If pps increases is there a strong likilood of a stock offering and to get out before that dip?
New here but I hope they aren’t saving data (if bad) for a day like tomorrow where the market focus will be on the debate and reading into it and focus will be elsewhere.
I would think no PR on a Friday is a good thing, right?
Moved her from Amrn. A few people overlap here. I’m trying to quickly familiarize myself as it seems like topline could be soon. With 700+m shares, what is Pps expectation? I tried to find institutional ownership and last fintel update was 2019. Is there any tute ownership or large funds invested?
Could Amrn pursue en banc and still partner or create a generic in meantime just to have plan b? Or once you create generic you can’t scrap it if you win? If en banc is approved what is timing? 1year? Or more? V it seems like even if they continue the fight they are still losing a lot of valuable time on the patents if they are restored and they win. At that point they may only have 5+\~ years. Is it worth the fight or should they go right to plan b at this point?
If r-it proved reducing trigs reduces death and CVEs, if mtnb can just prove it reduces trigs can they get a more favorable label than >500trigs? Could they get >150 trigs but just not reduced death because they don’t have a CVOT?
If insurance has a pre-authorization and the bloodwork is 499tg, would they still require generic or would they know that is R-it label and instruct pharmacy to fill RX with V? Is it that sophisticated or of there is a generic the pharmacist has to fill with generic regardless?
If Amrn wanted to explore creating a generic V, wouldn’t they have filed it as early as post r-it results as lawsuits were still unsettled at that point and they would have had time for a plan B? Seems to show a lack of foresight and overconfidence. It also shows me that is really not an option like people seem to speculate it is.
Anyone know if Mochido ever tried to bring epadel to EU?
A company like pfe that can own Europe and spin the US off to their generic Upjohn/Mylan side? But what value does a BO offer them if they can just apply and enter US. Generic market anyway? Why spend $1 on a BO when they don’t need Amrn to produce EPA generic?
If I go to rite aid and my prescription for XYZ drug is filled by a generis vs label brand because of orange books, who decides which generic? If there are 5 generic companies making whatever my kids get prescribed for strep throat, who decides if it’s the teva, the Upjohn, the apotex, hikma, reddy, etc generic version? Is that just which generic company negotiated better deals with the pharmacy that carries it?
Could there be a shareholder lawsuit which would force Amrn to turn over anything regarding if they had settlement negotiations prior to Du? And who turned down what.
BB. 1 question.. let’s say your right and Gild wants to then buy Amrn and the MC is $90b. Wouldn’t Gild be rooting for an appeal loss? Seems to be much better for them not to have to pay $90b but to get easy cheap access to a generic drug which they could even get approval to produce themselves. Because Amrn already signed deals with teva and the other generic to enter in 2028, they can’t pull a humira and keep extending and extending patents. V seems to have a defined endpoint and that is IF they win the appeal. These delays have cost Amrn billions in lost time. I think due to very bad strategy, bad management, and poor planning the M&A potential is very limited and has lost the kind of MC multiplyers they may have once commanded. I hope you are right though
Bb. I always enjoy you speculation and DD as well. I don’t know anyone or communicate with anyone on this board or other boards and have really tuned out Amrn which is a good thing because I’ve been busy working. I’d love to read what you have.
BB, if MRK buys a generic wouldn’t that be worse not better for Amrn as they would want a bigger fight counter the appeal and have DU’s ruling stand so they can start selling? With their sales team the can push this in every dr office without dtc marketing efforts.
Posted, BB’s point is the job description specifically says they US division’. As opposed to what?
Europe.. realistically, if approval is in Nov-dec’ish’. When could they realistically begin actually selling pills? Won’t him 6months, 1 year, longer, shorter?
Wouldn’t Bhatt’s paper be given very little impact by the judge given his conflicted position? How much emphasis can Singer put on something that could be dismissed?
If Amrn does indeed launch a generic, do they have to file another anda?
This is a example of what could be done. Generics know without Amrn marketing the drug they are only splitting a max $1b market demand, but split up 4-5 ways among the generics that leaves very little for each to profit. At this point because the courts already ruled, it would be hard to see a settlement like this example. It seems a lot more profitable for generics to have had Amrn build a $5b+ demand then enter. It kind of makes you ask if generics wanted to win in the first place. Maybe they just wanted to win to set a president for other cases and other patent claims.
https://www.markmanadvisors.com/blog/2019/1/4/will-celgene-and-dr-reddys-settle-the-revlimid-dispute-now-that-bristol-meyers-is-at-the-table
Marjac and Legal people. Would a settlement mean anything at this point? That would be between reddy and hikma only, no? The case law is already established. If Hikma and reddy settle can’t other generics still come in? Didn’t another generic just file 2 weeks ago? Is the Teva settlement voided now as patents aren’t enforceable?
If appeal is won-hypothetically. I wonder what lasting effects this will have on pps. They lost an additional 1.5yrs of the patent life in this fight. I would think that would at least lose $5b-$7b of potential sales and if there were ever to be a total BO, it has to have taken $7-$10b off that? Just a guess. I’d like to know other thoughts.
When will we know evaporate and Nash study? Do we know if covid impacted/delayed those studies or the China study?
Does the appeal court simply rule on the validity of DU’s ruling or will it start from scratch and witnesses will testify over again and other witnesses will be called? Basically are the re-trying the case or just reanalyzing the methodology of DU’s analysis?