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  • A Bull/Bear Outline For The Unilife Debate [View article]
    They haven't revealed the biologic/indication to the best of my knowledge, but the product/system will replace an invasive procedure for introduction of the biologic into the organ. The Unilife product that is being used with the biologic was specifically designed for Novartis' needs.

    Fierce covered it yesterday

    http://bit.ly/18nViOp
    Dec 5 10:56 AM | 1 Like Like |Link to Comment
  • Ohr Pharma: A Pure 2014 Catalyst Play With Large Potential [View article]
    hence the failure of the IV formulation. eye drops are completely noninvasive and squalamine was distributed to the back of the eye in animal models

    If it works in humans, this could be used along with lucentis/eylea.
    Nov 17 04:32 PM | Likes Like |Link to Comment
  • Amarin: Our Last Analysis Before ANCHOR Adcom For Vascepa [View article]
    FDA also approved trial design, it's not supposed to be an actual issue here
    Oct 14 06:17 PM | Likes Like |Link to Comment
  • Amarin: Our Last Analysis Before ANCHOR Adcom For Vascepa [View article]
    if the indication were only for CV through preventative cholesterol reduction, Vascepa would definitely need to finish R-IT

    I think the TG reduction and lack of approval risk will carry this one through, even with uncertainty over CV
    Oct 14 01:47 PM | 1 Like Like |Link to Comment
  • Amarin: Our Last Analysis Before ANCHOR Adcom For Vascepa [View article]
    That's my guess, but not sure
    Oct 14 01:42 PM | Likes Like |Link to Comment
  • Amarin: Our Last Analysis Before ANCHOR Adcom For Vascepa [View article]
    It's going to be a wild ride, but I couldn't resist after last Friday's selloff. AMRN story remains the same
    Oct 14 10:00 AM | 2 Likes Like |Link to Comment
  • Amarin: Our Last Analysis Before ANCHOR Adcom For Vascepa [View article]
    See the 10 voting members of the adcom here

    http://1.usa.gov/17CN5nS
    Oct 14 09:57 AM | 1 Like Like |Link to Comment
  • OPKO Health Inc. And Rayaldy [View article]
    you realize that opko has other drugs right?
    Oct 13 11:32 PM | 1 Like Like |Link to Comment
  • Was Amarin's FDA Briefing A Sign Of End Times? [View article]
    It's "fishy" (haha) but puts are also used as a hedge. Someone who is very long on AMRN might've bought them in the event that the BDs were not flattering.
    Oct 13 06:20 PM | Likes Like |Link to Comment
  • Why Cytokinetics Is A Strong Buy On Recent Weakness [View article]
    Hoping to see a run up to the low teens next year, but that's heavily dependent on the biotech sector holding its gains
    Oct 7 07:20 PM | Likes Like |Link to Comment
  • Biotech-Focused Baker Bros. Accumulates These 3 Stocks [View article]
    Yes. Perceptive advisors, orbimed, etc.

    smart money
    Oct 1 04:52 PM | 1 Like Like |Link to Comment
  • Clovis: After Data, Company Looking For Acquisition [View article]
    If in the next few months, maybe $90-100/share, but I don't see it as an attractive deal for big pharma
    Sep 23 02:02 AM | Likes Like |Link to Comment
  • 3 Compelling Oncology Biotechs From Rodman & Renshaw 2013 [View article]
    I know, but SA ticker system is screwy. Hasn't been updated
    Sep 13 01:59 PM | Likes Like |Link to Comment
  • Amarin's Problems Just Went From Bad To Worse [View article]
    IMO almost never a good argument to use sell-side recommendations
    Sep 13 04:31 AM | 2 Likes Like |Link to Comment
  • Amarin's Problems Just Went From Bad To Worse [View article]
    Vascepa has better data than Lovaza, and is more refined. The two products are similar chemically, but even tiny changes make a huge difference when it comes to drugs.

    ANCHOR will allow Vascepa to sell into a new indication. If you don't think FDA approval for that indication would send the stock ripping higher, I encourage you to check out the prices of Jan '14 calls
    Sep 13 01:54 AM | 14 Likes Like |Link to Comment
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