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james murphy

10/28/19 4:28 PM

#221444 RE: ladavis23 #221443

Why are ALL you posts negative ?
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KCSVEN

10/28/19 5:40 PM

#221450 RE: ladavis23 #221443

Why do you think briefing docs will have anything that bad in it? We've seen numerous detailed reviews, we already know the things it's going to say based on those. The only question is if FDA has a real issue with MO, but it seems like MO comes down to degree of success not failure/not failure so that seems irrelevant for expanded label.

I believe shorts believe briefing docs may give them chance but odds favor briefing docs are positive, so price is MORE likely to run up after docs released.

The Adcom members will praise the study and give unanimous vote IMO and that's all that matters
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Biobillionair

10/28/19 5:54 PM

#221452 RE: ladavis23 #221443

La-

It is likely that shorts will have the opportunity to cover at lower prices between 11/12 and 11/13 after briefing docs are released ahead of 11/14 Adcom.



It better not happen.

If you are to believe that Adcom is going to be a bit of a slug-fest (I believe almost everyone here believes it will be a hard fought battle that the company will win) then the briefing documents will almost certainly prove to be an opportunity for FUD to run rampant in the hours between they are released and Adcom begins.



If the briefing documents contained the slightest smell of BS I demanded* Amarin and FDA hold a Type A meeting prior to Ad Com. Demand sent 10-24 and I received receipt 10-25 from Amarin.
Does Amarin have to PR Type A meeting prior to Ad Com? Yes, they absolutely must PR type A meeting.

Put another way, the likely-hood is that the briefing documents will be the very height of fear and loathing and without question the pinnacle of stress and anxiety of every long. TRhe time between the BD's and Adcom will be the most stressful stretch of hours in the companies history, a perfect final opportunity for the shorts who fear holding into the Adcom to exit.



Made it pretty damn clear to FDA and Amarin this would not be tolerated.

Luckily, it will only last hours. But those hours will feel more painful and stressful then all the months combined waiting for this day...



If it does happen either FDA or Amarin will pay a heavy toll; I am done with both FDA and Amarin jacking stakeholders along.

The only wildcard here is earnings. The company will be in possession of the BD's by then. Does the company tip their hand then?



I doubt it.

*A demand letter stating a legal claim which makes a demand for restitution or performance of some obligation, owing to the recipients' alleged breach of contract, or for a legal wrong. If one anticipates a breach, it is advantageous to send a demand letter asserting that the other side appears to be in breach and requesting assurances of performances.

SPA guidance will be followed by both Amarin and FDA this time or one will be successfully sued.

BB
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MateoPaisa

10/28/19 10:46 PM

#221492 RE: ladavis23 #221443

Every single word of that is made-up bullshit
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alwayswatching1

10/29/19 7:43 AM

#221515 RE: ladavis23 #221443

Still FUDing it up are we. You sir are FOS! Victory is at hand so assume your position in the line of DEFEAT!
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BioChica

10/29/19 8:11 AM

#221520 RE: ladavis23 #221443

Earnings will be strong. Script numbers have exceeded the generics and Lovaza combined. Word gets around fast, docs and patients are happy with the lab results. Patients having fewer heart attacks is a big plus, families are happy to have there loved ones around for years to come.

A simple formula for success.





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sts66

10/29/19 1:08 PM

#221629 RE: ladavis23 #221443

BD's are not nearly as important as the voting question(s) - part of the purpose of the BDs is to question drug trial results, try to poke holes in the data or highlight side effects, and that's normal, doesn't just apply to AMRN. You are assuming the R-IT BDs will focus only on negatives for a trial full of positives, so your fear and loathing scenario doesn't even have a 50% chance of occurring IMO - if they clearly lean to the positive and the voting question is unambiguous, what will actually happen is a short squeeze.