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kei

03/30/11 5:55 PM

#820 RE: biolover #819

sorry...

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i tought its a great news for amrn longs :-(

olddogwithnewtrix

03/31/11 7:53 PM

#842 RE: biolover #819

I had to reconsider my opinion on lovaza as competition. Yes, why would give a person a drug that may raise LDL when you have one that will not. Fact is, many Drs are concerned with particle density and see a slight rise in LDL as benign if taking lovaza. Basically they are more concerned with the size of your LDL, and not so much the number. The smaller stuff is much worse for you. Both amr101 and lovaza help with this. So, with lovaza and omthera's epanova there will be some competition. Epanova is extermely effective on the TGs and they are not releasing its LDL numbers (it will most definitly raise LDL, probably as much or more than lovaza)But, if statins curb the LDL increase, and most of these patients are on statins, competition will still be an issue. LDL analysis is not black and white -I wish it were. either way amrn is still worth more than it's trading for now, how much more... I can't say. You can be certain that these are issues that are (will) be going through the minds of big pharma when a deal is decided. I still believe if the 4g group hits 25%+ in TGS lowering and 0 LDL increase we could se a big move or a buyer pretty quickly.