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yellow_bluff

07/24/13 1:18 PM

#11148 RE: zoobuffdoc #11146

zoo, very good thoughts on the stock.

the only negative data point from a fundamental basis we have seen in this story is mgt's indication that lovaza off label in mixed trigs was higher than they thought going in. that means Marine is smaller and that Anchor isnt 10x of Marine, which you spelled out.

The one thing that could offset increase the size of the Anchor market - even before Reduce IT - would be launch of Vascepa + generic statin in one pill. Generic lipitor would provide Vascepa w huge pull through, as docs may more easily prescribe a combo pill for pts already getting Lipitor versus a brand new script just for Vascepa. Expect more movement on this front once Anchor is approved, as this is the power alley market for a combo anyway. Marine not a great combo market, as you know, due to pancreatitis issues.