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Mark Chapman  

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  • Big Pharmas' Dirty Little Secret About Cholesterol Lowering Drugs [View article]
    Yeah its hard to write a single article covering every aspect. Apob is important, but it appears to be well controlled by exercise. If you read the whole article, you'll note i am referring to people who get appropriate amount of exercise.
    Apr 24, 2015. 04:34 PM | Likes Like |Link to Comment
  • Aerie Pharma: Finding Value In The Ophthalmic Space [View article]
    I am working on an update, but the loss of efficacy after 30 days is definitely an issue.
    Apr 23, 2015. 11:11 PM | 2 Likes Like |Link to Comment
  • Key Takeaways From Antares Pharma's Q4 2014 Results [View article]
    Anti-trust laws would likely require everything to proceed, since FTC clearance would take forever on a mylan-teva merger. But if Antares has Right of First Refusal on Gx Epi, it could be very good for Antares.
    Apr 21, 2015. 09:27 AM | Likes Like |Link to Comment
  • Big Pharmas' Dirty Little Secret About Cholesterol Lowering Drugs [View article]
    Well stated, and exactly the reason why dietary fat/cholesterol does not translate to an increase in serum cholesterol (and remember I am talking about those people who consume appropriate amounts of fat/cholesterol, not overconsumption). But what about carbs and the impact on your insulin levels? That's why I believe fixing our diets is the number one way to combat high cholesterol.
    Apr 17, 2015. 04:34 PM | Likes Like |Link to Comment
  • Big Pharmas' Dirty Little Secret About Cholesterol Lowering Drugs [View article]
    That's a great analogy and I appreciate the feedback. I too was skeptical at first, but the more research I did and studies I looked at (especially not sponsored by Big Pharma), the more amazed I became at how wrong we (meaning our society) have been. And I believe that changing the dietary guidelines is a first step to slowly changing the overall opinion about cholesterol.
    Apr 17, 2015. 04:30 PM | Likes Like |Link to Comment
  • Big Pharmas' Dirty Little Secret About Cholesterol Lowering Drugs [View article]
    The link didn't work for some reason, can you tell me what to google to find it?

    Do you know if a study has ever been run comparing a statin to a simple anti-inflammatory, like ibuprofen?

    Don't get me started on improve-it, it was data mining at its best.
    Apr 16, 2015. 09:52 AM | Likes Like |Link to Comment
  • Big Pharmas' Dirty Little Secret About Cholesterol Lowering Drugs [View article]
    Can you point me to the recent studies that show lowering LDL levels to 66 or lower reduces CV risk? According to the American Heart Association, LDL is no longer a main factor in CV treatment:

    LDL (bad) cholesterol
    A low LDL cholesterol level is considered good for your heart health. However, your LDL number should no longer be the main factor in guiding treatment to prevent heart attack and stroke, according to new guidelines from the American Heart Association. For patients taking statins, the guidelines say they no longer need to get LDL cholesterol levels down to a specific target number. A diet high in saturated and trans fats raises LDL cholesterol.

    http://bit.ly/1hnEdO2
    Apr 16, 2015. 12:00 AM | Likes Like |Link to Comment
  • Big Pharmas' Dirty Little Secret About Cholesterol Lowering Drugs [View article]
    Is it the reduction in LDL or a reduction in inflammation that provides the CV benefit? I think this is the big question moving forward.

    Also, if a person is getting more dietary cholesterol, then the HMG-CoA reductase will be less active, as it won't need to produce as much cholesterol. This is one way the dietary guidelines will make a difference, no?
    Apr 15, 2015. 04:52 PM | 2 Likes Like |Link to Comment
  • Big Pharmas' Dirty Little Secret About Cholesterol Lowering Drugs [View article]
    Can you point me to the recent studies showing reduced risk of alzheimer's and dementia when reducing cholesterol? I'd be interested in taking a look at them.
    Apr 15, 2015. 04:47 PM | 1 Like Like |Link to Comment
  • Big Pharmas' Dirty Little Secret About Cholesterol Lowering Drugs [View article]
    Actually, i'm realizing that ESPR appears best suited for any changes in the cholesterol space, and will follow up with an article explaining why. What bad science are you referring to? The proposed change to remove cholesterol limitations by the US government?
    Apr 15, 2015. 01:49 PM | 2 Likes Like |Link to Comment
  • Big Pharmas' Dirty Little Secret About Cholesterol Lowering Drugs [View article]
    The point is that cholesterol is not the appropriate risk marker for CV, and that cholesterol in itself is not harmful, but actually essential. So if the FDA will no longer recommend cholesterol limits, you don't think this will impact cholesterol meds?
    Apr 15, 2015. 01:42 PM | 3 Likes Like |Link to Comment
  • Taking Another Look At Core Labs [View article]
    I don't understand your comments about stock buyback. CLB has used almost every dollar of FCF to pay dividends and buyback shares for a long time now. They just stated that they would get more aggressive with buybacks by using the revolver at lower share prices. Also, Focusing on earnings for valuation will always lead to CLB being viewed as "expensive", but the stock will just appear to be more "expensive" as the stock appreciates and investors miss gains. Valuation should be looked at through FCF.
    Apr 9, 2015. 10:27 AM | 1 Like Like |Link to Comment
  • Unilife: Big Potential, Bigger Risks [View article]
    It's a step in the right direction. Now i just want to see surging development revenue and better clarity on where products are in development before i would initiate a long position.
    Apr 8, 2015. 11:03 AM | Likes Like |Link to Comment
  • Euro Tanks Despite Recovery As Greece Opens New Wounds [View article]
    Will continue to read your high quality insight. Thanks.
    Mar 31, 2015. 09:44 AM | 1 Like Like |Link to Comment
  • Key Takeaways From Antares Pharma's Q4 2014 Results [View article]
    I think a milestone payment from Pfizer is more likely upon FDA approval or drug launch, but we'll see.

    Not much to report on Medac v. Antares. Inter Partes review of Medac patent is following a similar timeline, and it sounds like the parties are not really close to a settlement at all. I have a feeling there won't be much of substance on either front until at least May or June, based on the schedules.
    Mar 28, 2015. 11:41 PM | Likes Like |Link to Comment
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