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Brian L. Wilson

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  • Amarin Reports Solid Vascepa TRx Growth, Stock Holds Its Ground [View article]
    Amarin doesn't have the meat and potatoes to pay the huge sales force that would be needed to effectively market to a 40M patient population

    at least not right now. If they do secure a partnership obviously this changes, but we'll see
    May 14 08:06 PM | 0 Likes Like |Link to Comment
  • Amarin Reports Solid Vascepa TRx Growth, Stock Holds Its Ground [View article]
    we don't know if they will have a partner or not

    I want to discuss what we know. assuming that amarin will secure a deal is why investors lost almost half of their money in Dec. 2012
    May 14 08:05 PM | 0 Likes Like |Link to Comment
  • Amarin Reports Solid Vascepa TRx Growth, Stock Holds Its Ground [View article]
    "At this stage in the game, articles should be seriously focusing on where Amarin go after ANCHOR approval because that is all that really matters. "

    That is half a year away from now
    May 14 09:47 AM | 0 Likes Like |Link to Comment
  • Amarin Reports Solid Vascepa TRx Growth, Stock Holds Its Ground [View article]
    This is exactly why I find it ridiculous to assume that they will "definitely" secure an ANCHOR partner with favorable terms
    May 14 06:50 AM | 1 Like Like |Link to Comment
  • Amarin Reports Solid Vascepa TRx Growth, Stock Holds Its Ground [View article]
    looks like the M&A speculation has returned in full force
    May 14 06:43 AM | 0 Likes Like |Link to Comment
  • Amarin Reports Solid Vascepa TRx Growth, Stock Holds Its Ground [View article]
    So any article that doesn't talk about Amarin's obvious impending buyout is a waste of time?

    From Raven's article's comments:

    "THEY GET BOUGHT OUT BY BIG PHARMA. THEY HAVE MORE THAN ENOUGH CASH TO TAKE THEM THROUGH TO ANCHOR sNDA APPROVAL AND THEN THEY GET BOUGHT OUT. Its as simple as that."
    May 14 06:42 AM | 0 Likes Like |Link to Comment
  • Amarin Reports Solid Vascepa TRx Growth, Stock Holds Its Ground [View article]
    catalyst meaning something that will move the stock into a new trading range - PK results unlikely to
    May 14 06:35 AM | 0 Likes Like |Link to Comment
  • Amarin Reports Solid Vascepa TRx Growth, Stock Holds Its Ground [View article]
    -Thanks for pointing out the typo in P2

    -The analyst estimates are not mine

    -We don't know if they will get a partner

    -NCE not predictable, so it's not a timed catalyst we can talk about
    May 14 06:33 AM | 0 Likes Like |Link to Comment
  • Amarin Reports Solid Vascepa TRx Growth, Stock Holds Its Ground [View article]
    and yeah the short interest was too high - not worth the play IMO
    May 13 08:17 PM | 0 Likes Like |Link to Comment
  • Amarin Reports Solid Vascepa TRx Growth, Stock Holds Its Ground [View article]
    everyone likes to take sides on the AMRN debate, I am very neutral and generally write neutral stuff

    I don't think it's a good long or short for the next few months. I think it's one of those guys that likes to stay rangebound for prolonged periods of time
    May 13 08:17 PM | 0 Likes Like |Link to Comment
  • Dendreon Shocks Market With Provenge Sales Decline In Q1 [View article]
    $67.6M bad? I don't think so
    May 10 11:04 AM | 0 Likes Like |Link to Comment
  • Bracing For Dendreon Q1 2013 Earnings - All Eyes On Provenge [View article]
    not short, was short of a trade when it was near 7 but closed way too early

    euro market doesn't seem doable due to expense of manufacturing therapy but we'll just have to see what JJ will do

    when do you expect xtandi/sipuleucel-T to happen?
    May 9 06:13 PM | 0 Likes Like |Link to Comment
  • Dendreon Shocks Market With Provenge Sales Decline In Q1 [View article]
    Thank you, much appreciated. The company has quite a bit of selling to do to reach the $100M breakeven point, and this quarter we saw a move in the exact opposite direction which ultimately shortened the company's lifespan

    I'm not sure what we'll see next quarter but it has to be really good to offset what happened today. If they didn't have upward momentum in April, DNDN might have closed even lower
    May 9 05:58 PM | 0 Likes Like |Link to Comment
  • Dendreon Shocks Market With Provenge Sales Decline In Q1 [View article]
    I'm still in shock at net sales
    May 9 05:28 PM | 0 Likes Like |Link to Comment
  • Bracing For Dendreon Q1 2013 Earnings - All Eyes On Provenge [View article]
    They're not going to be converted, but the company cannot make the bonds disappear. They need to hold a public offering to raise the cash to pay those off
    May 9 04:25 PM | 0 Likes Like |Link to Comment
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