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Looks like Supreme court Teva case is denied!
I don't expect earnings call to be negative actually. I expect them to announce reimbursement of bunch of European countries such as Spain, France and Holland. They need a big announcement like that.
The way I think is that whoever watches the show and have a heart disease or derivatives would Google those two keywords. At the end, they will be routed to Vascepa. In a way it is an indirect commercial. It could be done by generic companies or Amarin, I don't know. Again, why did they choose "Icosapent Ethyl"?
Well the question is why did they specifically choose "Icosapent Ethyl" and "Entrestor" for the ad?
The Watcher on Netflix. Episode 4. Time stamp 37:50.
It's not fake. I saw it while watching "The Watcher" TV show on Netflix.
Thank you for making the transcript available. I have read the entire thing and it ends very positively for Amarin. At least that's my take.
The last sentence worries me a little bit. Normally I would take it as something positive but it could also mean that there will be a negative presentation that they are already aware of but they are gonna defend Vascepa no matter what.
Check Yahoo finance AMRN board. He/She doesn't mention any source.
I think the reason why Sarissa wants to vote Abstain is to show the Amarin management that they have good faith while they are still negotiating with them. I think a "NO" vote is something they probably prefer but they didn't want to release such a statement because it closes the door for them, at least for now. They might be thinking that there is still a chance.
This one is related to oxidation.
"BACKGROUND
Mixed omega-3 fatty acid esters are typically encapsulated in type 2a gelatin capsules containing gelatin (.about.43.4%), glycerol (.about.20%) and water (.about.36.6%) and do not experience stability problems throughout their shelf life. While chemically modified gelatins such as succinated/succinylated gelatin have been used to encapsulate reactive fill ingredients, such gelatin is not approved for use in the U.S. and other markets.
SUMMARY
We have unexpectedly found that high purity eicosapentaenoic acid (EPA) is more susceptible to oxidative degradation than mixed omega-3-acid ethyl esters. In various embodiments, the invention provides pharmaceutical compositions comprising a fatty acid or a derivative thereof in a capsule shell that resists, hinders, attenuates, or prevents oxidation of the fatty acid or fatty acid derivative, for example to a greater extent than is provided by a standard type IIa capsule shell. In a related embodiment, the fatty acid comprises eicosapentaenoic acid (EPA) or a derivative of EPA, for example ethyl eicosapentaenoate (ethyl-EPA or E-EPA). In another embodiment, the fatty acid comprises ultra-pure EPA."
Amarin Covid patent. Does anyone know anything about this?!
METHODS OF TREATING AND/OR PREVENTING VIRAL INFECTIONS AND/OR DISEASES CAUSED BY VIRUSES IN A SUBJECT IN NEED THEREOF
United States Patent Application 20210308089
"Additionally, Amarin is evaluating various innovative solutions designed to better manage IPE prescriptions for CV risk reduction."
Is this related to combo pill?
Ok less-than-decent-Meowza
Isn't it Pharmacist?
I don't think so since it doesn't seem like it is for the CVD indication. They are trying to get the market back from generics for both high trig indication and also the lost market thru skinny label for the CVD indication. Just my opinion.
You are right. I corrected my message. Thank you.
Goodrx shows the price history for 120 capsules of icosapent ethyl 1g and it's $364 in average for someone with no insurance. 200 euro is for one month supply which is 120g as well. Therefore, it's about 35% cheaper compared to the U.S.
Everyone is waiting for JT's exit but the real question is that why the board and the company decided to keep him until August 1st? It seems like everything in this company is moving in slow motion and I think this grey zone until JT's exit is playing a big role on it. Company is being managed as if there is no CEO at all rather than two co-CEOs.
Thank you for the response.
Why would Hikma want to settle? You are suggesting that Judge Du will possibly rule against Amarin again. I am sure Hikma lawyers would feel the same way.
Not sure but it would be great if someone could comment on it.
They can handle the exclusivity extension on their own but additional exclusivity window will have a huge effect on BO price, don't you think?
Due to pending patent applications in EU, there's a possibility of Vazkepa exclusivity to extend until 2039. Why would you want to sell the company today with only 10 year of market access? They can wait until the result of their patent application and then sell the company for an additional 6-7 more years possibly.
Today's after market dump happened because BO possibility in the near future has died. Why would the company change the CEO if they were having BO talks with BP?!
Why do you think they are working on to tie up as much suppliers as possible? They know the market and the potential in other countries better than us. They are going to sell the product!
Statistically speaking, what are the odds of SC granting an extension to a party, which waived its right to respond?
Because they don't have anything new to share with the investors at this point. Investors would like to hear the possible revenue coming from Germany in 2021 and 2022. Do you think they can answer this question cristal clear? Based on previous calls, my answer is no and they know that.
Not sure if it was posted earlier. I saw it at Yahoo board and it is related to Vastor conversation some of you recently had.
It was discovered Amarin tipped its hand in a recent granted patent: "Moreover, the combination of EPA and atorvastating provided even further antioxidant benefit by comparison to EPA alone." Read it again: Vascepa in combination with Lipitor (Pfizer) is SUPERIOR.
https://www.freepatentsonline.com/10940131.html
The plaintiff has not listed a satisfactory cause of action in their complaint.
April 19 is AMRN's reply date.
In today's call, JT said:
"VASCEPA is a big opportunity globally. We want to make sure we get VASCEPA right. But, if appropriate opportunity presents themselves for fair value, we’re certainly open to those. I just don't want to do a deal just for the sake of doing a deal, particularly given the enormity of the VASCEPA."
Is he referring to a BO?
It might be related to China study results being positive
I thought it was 98% too but according to this article it is 88%. Just scroll down and you will see the comparison table.
https://www.medscape.com/viewarticle/923751
I think it is 88% EPA for Vascepa. That means average of 70% EPA for gV is about 20% less EPA compared to V.
Then what is the point of saying 1g capsule?
You can make even a larger capsule with less % of IPE with the same logic. Where is the limit?
It's not fake. It's actually very true. You can find it in Hikma's website under US products.
It mentions that voluntary withdrawal of a listed drug must be done "prior to approving an abbreviated new drug application that refers to the listed drug". Does that mean we might have lost our chance if Amarin hasn't made the application before Hikma's approval?