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epenephrine

02/04/17 10:24 PM

#99583 RE: HDGabor #99574

HD....April 15th/June 27.....42%.......A big shout out to all the longs who have been here for Eons......I sure hope our day is coming. All the science sure says so. Have not been posting for some time, but look at this board, and messages many times daily.

Albino2

02/05/17 9:25 PM

#99615 RE: HDGabor #99574

Feb 6/may 31/39%

chas1232123

02/06/17 2:46 PM

#99641 RE: HDGabor #99574

My guesses re RI -

I currently believe the odds of RI being stopped for efficacy at the 80% interim analysis (IA) are roughly 50-50, but if pressed for a guess, I'll go with stopping early for efficacy. I believe IA timing is based on Amarin's projection, which looks ahead based on their quarterly event updates. I suspect their model reached 80% around January 25 (based on event 967 around mid-March 2016 and projected event 1612 around end of 2017). I don't expect them to announce attaining 80% until they receive their next batch of data around March 31, 2017. (Recall that they didn't announce their belief that event 967 had occurred until March 31, 2016, when they said it had already occurred a vaguely specified amount of time earlier, late in Q1.) On or around March 31, 2017 I expect them to say they believe event 1290 occurred sometime in Q1. My guess for when results of the IA are announced is around May 20, 2017. I expect it to take less time than the 60% IA because before they had to do all the check-ups, and they will benefit from the work done for the prior IA. Despite my reasons for the May announcement, I would not be shocked if it were a month or more later.

If stopped at 80%, I expect RRR around 38% (plus or minus about 15% or 20%, by which I mean RRR between about 18% and 58%). I believe the non-stop at the 60% IA was probably primarily due to secondary endpoints (subgroups). Note that if some V benefits aren't fully felt until after the first year or two (which seems likely), then we should expect measured RI performance to increase in its later years. This helps bolster the case for possible IA efficacy stop at 80% or, if RI continues, for strong efficacy at the end of the trial (as Amarin has guided).

Summing up: I guess stop at 80% IA with RRR about 38%, with event 1290 having occurred around January 25, 2017 but not announced until March 31, 2017, and with results of the 80% IA announced around May 20, 2017.

FlyFishingStocks

02/19/17 7:51 AM

#100738 RE: HDGabor #99574

FlyFishingStocks: stop / Feb. 28. / May. 30. / 47.00%

Too many 'Jelis' bellies in this trial to fail.

Biobillionair

02/19/17 8:53 AM

#100740 RE: HDGabor #99574

G- "only BB was entitled to submit more than one guess due to ... "

Biobillionair: stop / Jun. 30. / Sep. 29. / 41.00% **

Above 80% event June 30 was based on model, model updated with P/Y update. I rebuilt the x-axis, it matches Amarin guidance and December 31, 2017 P/Y 32,900.

Final composite ~ 4.9% 80% (event) should have occurred mid February...but efficacy should push 80% event out. Not out to June; note the change is due to updated x-axis, which has always been planned with any updated information from Amarin.

If I had to guess the placebo rate it would be >6%. 75% of R-I is likely to be type 2 DM.

Composite ~ 4.9%
Placebo >6% (From my professional experience it's reasonable to assume 6/100 metabolic disease patients, diabetics with high trigs, would have an event over the coarse of 1 year. My job is to manipulate physiology so these patients don't have acute events when they have surgery. The population of patients I serve are very very high risk, on occasion they are actively having 'an event'.)
Active arm ~ 3.9%
3.9/6 = RRR = 35% give me +/- 5% error and the range is ~ 30%-40%. If 80% event is pushed out to March-April then I guess we'll be in the upper range.

1612 will occur in 2017 as guided by Amarin.

My model will update with any new information of P/Y or 80% news.

This fight is personal to me.

BB

HDGabor

02/19/17 9:03 AM

#100741 RE: HDGabor #99574

"Guess the V Day" contest #2 [(c)JL ]

- outcome: stop (as it is) or cont. (as it is) or futility
- interim event / announcement (start of the process, was March 31, 2016 @ 1st) - mmm.dd (d1)
- interim announcement (was September 12, 2016 @ 1st) - mmm.dd (d2)
- Eff% - xx.xx%


Rules (if you have different proposal, please advise):
* weight:
- interim event - 30% (w1)
- interim announcement (DMC recommendation) - 30% (w2)
- Eff% - 35% (w3)
(if interim event date won't be available: 50-50%)
* difference:
- D1: ABS (real interim event - d1)
- D2: ABS (real interim announcement (DMC recommendation) - d2)
* D3: difference in percentage 2 digits, eg. 1.15% diff = 115 score (Eff% - d2)
* d1 x w1+ d2 x w2 +d3 x w3 = score
* lowest score will win

"Sub-rules" (if you have different proposal, please advise):
- no data = the highest score in the category + 10%

...............................................................................................................................................................................

isaeed: stop / Jan. 31. / May. 15. / 23.67%
ziploc_1: stop / Feb. 01. / May. 01. / 35.00%
mrmainstreet: cont. / Feb. 01. / Jul. 03. / na
CaptBeer: cont. / Feb. 02. / Jun. 19. / na
KChung: stop / Feb. 23. / Jun. 12. / 34.00%
zumantu: stop / Feb. 23. / Jun. 22. / 30.50%
centurycom: stop / Feb. 23. / Aug. 16. / 28.00%
marzan: stop / Feb. 24. / May. 24. / 53.00%
HDGabor: stop / Feb 24. (10-K CC) / Jun 12. / 36.00%
drrc1949: stop / Feb. 27. / Aug. 09. / 35.00%
FlyFishingStocks: stop / Feb. 28. / May. 30. / 47.00%
Biofalcon: cont. / Mar. 06. / Jul. 20. / 23.00%*
rafunrafun: cont. / Mar. 13. / Jul. 17. / 33.00%*
invest2992: stop / Mar. 14. / Jul. 10. / 33.33%
Biobillionair: stop / Mar. 14. / Aug. 14. / 45.00%
tasgrewaf: stop / Mar. 15. / Jun. 15. / 23.45%
irc203: stop / Mar. 17. / Jul. 25. / 27.00%
slowmover: stop / Mar. 20. / Jun. 28. / 22.50%
lbwagain: stop / Mar. 20. / Jul. 12. / 33.00%
VuBru: stop / Mar. 21. / Jun. 20. / 19.50%
Hspooner: stop / Mar. 24. / Jun. 23. / 31.00%
ibew 488: stop / Mar. 24. / Jul. 27. / 35.00%
bfost: stop / Mar. 27. / Jul. 26. / 26.00%
Mochachip: stop / Mar. 31. / Jul. 31. / na
oneragman: stop / Mar. 31. / Aug. 07. / 31.00%
hayward: stop / Apr. 03. / Aug. 01. / 33.00%
Pharmacydude: stop / Apr. 03. / Sep. 05. / 25.00%
Nukemtiltheyglow: stop / Apr. 04. / Jun. 23. / 25.00%
Whalatane: stop / Apr. 14. / Jul. 31. / 19.00%
rydad21: stop / Apr. 17. / Jul. 17. / 24.00%
Hondo1021: stop / Apr. 20. / Jun. 23. / 28.00%
annac: stop /Apr. 24. / Jul. 24. / 20,00%
heysfguy: stop / Apr. 24. / Jul. 24. / 22.00%

...............................................................................................................................................................................
submitted after deadline:

Albino2: stop / Feb. 06. / May. 31. / 39.00%
FlyFishingStocks: stop / Feb. 28. / May. 30. / 47.00%
Pyrrhonian: cont. / Mar. 02. / Jun. 12. / 5.00% *
Mikenac: stop / Mar. 16. / Jul. 12. / 35.00%
chas1232123: stop / Mar. 31. / May. 22. / 38.00%
epenephrine: stop / Apr. 15. / Jun. 27. / 42.00%
Biobillionair: stop / Mar. 31. / Aug. 15. / 35.00% **

...............................................................................................................................................................................
* in case of cont. RRR projection is interesting ...
** only BB was entitled to submit more than one guess due to ...

...............................................................................................................................................................................

Best,
G

FlyFishingStocks

02/19/17 11:46 AM

#100750 RE: HDGabor #99574

HDG - I was quoting my previous submission that was before the deadline. I wasn't changing it.