Seeking Alpha

Medhanie

 
View as an RSS Feed
View Medhanie's Comments BY TICKER:
Latest  |  Highest rated
  • The 3 Most Likely FDA Outcomes For Amarin's Vascepa [View article]
    The Ad Com panel can only recommended approval or rejection of Amarin's application. There is no alternative. They can use the reduce-it trial as reason for rejection now. But to an earlier point that was made in the comment section, there is nothing new or iinteresting in this article.

    By a VOTE... who believes Amarin will get a positive recomm??

    VOTE NOW!!!
    Oct 14 05:04 PM | 5 Likes Like |Link to Comment
  • Amarin's Descent To $5 [View article]
    Thanks... you should read some of the comment. It's entertainment.
    Jun 27 12:14 PM | Likes Like |Link to Comment
  • EnteroMedics VBLOC Obesity Device Fails [View article]
    If and when it is approved, $100M valuation is not out of the question. It's safety and ease as well its effectiveness (albeit modest) can't be ignored. Also keep in mind that the system remains implanted in the trial patients, meaning by the time the ad-com panel meets, Entromedics can show additional and continual weight loss. In which case, we would see a nice spike in the stock price. remember that Arena went through a similar collapse before rebounding substantially post ad-com recommendation.
    Apr 2 01:53 AM | Likes Like |Link to Comment
  • Amarin's Descent To $5 [View article]
    The article has NOT been edited!
    Mar 9 03:40 PM | Likes Like |Link to Comment
  • Amarin's Descent To $5 [View article]
    You know what they say: when you can't attack the message, attack the messenger. You haven't said one thing that disproves or doubts my position. All of you need a little sanity.
    Mar 7 03:02 AM | Likes Like |Link to Comment
  • Amarin's Descent To $5 [View article]
    Thank you!

    Finally, a kind word :)
    Mar 6 07:02 PM | 1 Like Like |Link to Comment
  • Amarin's Descent To $5 [View article]
    Given the CEO's experience with Lovaza (Remember that Joe Z. was the COO of Reliant Pharma and helped launched Lovaza), I think Vascepa can have a good launch. I would be surprised if it didn't. My contention is on the long term outlook of the company. Amarin has only one drug with little protection from potential competitors. I know everyone wants to point to the patent but if Amarin can develop a drug very similar to Lovaza while Lovaza is still within its patent life, what make you think that someone else can't do to Vascepa what Vascepa did to Lovaza?

    The NCE would be that protection. But what are the chances of getting a full NCE? If chances are low, you short; if chances are high, you go long.

    You can disagree with this but you need substantial support for that disagreement.
    Mar 6 05:59 PM | 2 Likes Like |Link to Comment
  • Amarin's Descent To $5 [View article]
    That's kind of the point. Effectively, Lovaza and Vascepa are the product. It just happens that Vascepa is a purer version of Lovaza. And Lovaza still has its patents. So, how is it that Amarin developed Vascepa without violating Lovaza's patent? The answer is that the patent protects the manufacturing process not the product. Meaning another company can develop another process and create a similar if not better version of Vascepa. This is why the NCE is so important. Hope this helps.
    Mar 6 05:21 PM | 1 Like Like |Link to Comment
  • Amarin's Descent To $5 [View article]
    Don't disagree with anything your saying, but what is the company worth? That's what we invest in. Great product but not necessarily a great investment.
    Mar 6 04:57 PM | Likes Like |Link to Comment
  • Amarin's Descent To $5 [View article]
    My name is Medhanie
    Mar 6 04:55 PM | 3 Likes Like |Link to Comment
  • Amarin's Descent To $5 [View article]
    Waiting to $6, would consider $7 but wouldn't be surprised if it goes to $5.
    Mar 6 04:53 PM | Likes Like |Link to Comment
  • Amarin's Descent To $5 [View article]
    Wow - you googled me. I should be flattered. I didn't google you. I did educate myself - clearly more than you.

    Just so I am clear on what you're saying, you don't think there is any other process outside of Amarin's to purify fish oil, including what GSK does with Lovaza? More importantly, other pharmas with giant R&D and legal budgets can't figure one out? Is that what you are saying?

    I know you got money in Amarin, but don't let money make your brain go stupid.
    Mar 6 04:50 PM | Likes Like |Link to Comment
  • Amarin's Descent To $5 [View article]
    What barrier do you see for GSK, Pfizer, or any large pharma with billions on its balance sheet? If Vacepa get approval for other indications and other pharmas are able to create their version of Vacepa, what competitive advantage does Vacepa have then? By the way, I have bough and sold Amarin many times.

    Seriously before you open your mouth, think a little.
    Mar 6 03:50 PM | 3 Likes Like |Link to Comment
  • Amarin's Descent To $5 [View article]
    Any part of my argument you disagree with? Again, a couple of good days does not make a trend.
    Mar 6 03:33 PM | 1 Like Like |Link to Comment
  • Amarin's Descent To $5 [View article]
    Was long... now, no position.
    Mar 6 03:30 PM | Likes Like |Link to Comment
COMMENTS STATS
99 Comments
40 Likes