InvestorsHub Logo

ramfan60

01/11/24 12:05 AM

#420209 RE: ggwpq #420196

Thanks for the transcript ggw........ I think this snipit is fantastic news:

in China, we have just now launched the very high triglyceride indication in China and we have had the, as I mentioned, the larger cardiovascular risk reduction indication accepted by the China FDA with a clinical trial waiver which is a very important milestone for the business via our partners, Eddingpharm.

rosemountbomber

01/11/24 6:22 AM

#420210 RE: ggwpq #420196

Thanks for posting GG. A couple of thoughts popped out.

One, it made me wonder about shareholder approval for the share repurchase program. I can only think of one reason why shareholders would vote against such, namely if they thought it would endanger the business by foolishly wasting needed cash that might be needed for operations or more valuable acquisitions. I really see no way that this doesn't pass easily.

Secondly, I know that an authorized generic has been mentioned in the past, but Holt used the word "compelling" in describing the possibility. Sounds like we might be hearing more about this in the near future. I am guessing if they find it difficult to hold the 57% market share.

ziploc_1

01/11/24 8:01 AM

#420213 RE: ggwpq #420196

ggwpg...Thanks for the transcript of the JPM conference....

My guesses after Holt's talk:
-China approval of the CVD indication for Vascepa in the near term is a real possibility
-cheaper prices for Vascepa, together with increased volume of sales, will follow China approval for CVD
-lower costs for API, sold to Amarin, will follow the increased volume
-an AG for the U.S. will follow

Triple88

01/11/24 8:27 AM

#420214 RE: ggwpq #420196

ggwpq
Thank you for the JPMorgan Transcipt !