Tuesday, March 03, 2020 3:56:33 PM
Conclusion: MAT9001 is dead in the water without a CVOT.”
I’m bullish on MTNB as a spec play. Everyone is entitled to their opinion. Next conf call is Monday. I don’t think the data on Dpa and stroke is strong enough to count out MTNB at all.
-We don’t know the risk of stroke in MTNBs drug and it is possible the epa is protective despite the dpa component
-MTNB EPA blood levels compared to Vascepa is why a physician MAY prescribe it over Vascepa (enhance it trial must show greater epa blood levels or its dead)
-MTNB MAY have other beneficial effects including reduction of other lipid markers and pcsk9 that MAY be superior to Vascepa (enhance it trial must show this)
-Lastly, agree down road MTNB will need CV trial but for now if they can get the TG> 500 population and get sales of 400 million like amrn that’s pretty good considering their market cap is so small. Stock would soar. Additionally, plenty of doctors WILL prescribe mtnb >Vascepa for reduce it population off label if the epa blood levels are higher than Vascepa even without a CVOT trial. We await the epa blood level results from amrn in a few weeks at ACC 2020.
I’ve debated all this a number of times with people. If you want to wait until enhance it is done I can be wrong if it fails. However If its positive I think MTNB can come to market 2023 and will sky rocket on trial results end of this year. Baker brothers took a small position so it’s not totally idiotic. This is not including MTNBs LNC platform which has multiple partners including pfiZer testing their product. Good idea to own both stocks -MTNB and amrn. I have 1/4th mtnb position than I do amrn. MTNB has higher upside potential bc it’s so early and way more speculative. Amrn is better overall and less risky bc it’s proven already. In fact you would be crazy not to buy amrn at these levels. My last buy on amrn was exercising my options last week bc I’ve been selling puts every week. Massive upside ahead with generic win.
GL.
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