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  • Endocyte Fails Ovarian Cancer Trial, Now What? [View article]
    @Biochemist

    ""but that "positive" signal was not replicated in the Phase III PROCEED trial""

    The fact is that p3 failed due to control arm performing much better than historical average or in P2. (~5 months in P3, ~2.5 months in P2)

    Vintafolide performance was same in p2 and p3 (~5 months PFS) .

    It was just unlucky IMO.
    Dec 11, 2014. 04:22 AM | Likes Like |Link to Comment
  • Endocyte Fails Ovarian Cancer Trial, Now What? [View article]
    I hope you are aware how Folate-Tubulysin is doing in Phase 1.

    In fourth cohort (more than max. dose of Vintafolide) and yet no sign of toxicity. Patients are stable and responding.

    What more evidence can we ask for.
    Dec 8, 2014. 08:53 AM | Likes Like |Link to Comment
  • More Fallout From Stock Promotion Scandal [View article]
    Good Work Richard.
    Nov 15, 2014. 12:06 PM | 1 Like Like |Link to Comment
  • Amarin's Value With Or Without REDUCE-IT And A Final Word On Management [View article]
    @ Outsized Analytics :".. it would be difficult for potential buyers to make/justify a reasonable offer while we are trading at a $1."

    why is that difficult to justify? Deals aren't done or justified based on current PPS, however the premiums are mentioned in press releases. Deals are based on forward P/E, DCFs, multiples of peak sales, sales growth etc. etc. etc. So if $2-$3 billion valuation makes sense to a BP, they can move ahead, irrespective of share price.

    Why did Merck pay 240% premium for ITMN acquisition when the industry average is below 50%?
    Nov 11, 2014. 10:08 AM | Likes Like |Link to Comment
  • Pharmacyclics Is Ripe For A Major Correction [View article]
    No analysis can hold true till eternity.

    This article was published more than 18 months ago. The stock did have a correction in price as suggested by this article.

    So, it seems unfair and illogical to ask that question now to the author.
    Nov 4, 2014. 10:00 PM | Likes Like |Link to Comment
  • Amarin's Value With Or Without REDUCE-IT And A Final Word On Management [View article]
    "..At the current share price a BO has no chance of happening.."

    And why is that so?
    Oct 28, 2014. 05:20 PM | Likes Like |Link to Comment
  • Endocyte Fails Ovarian Cancer Trial, Now What? [View article]
    Exactly what you needed to see, the evidence.

    http://bit.ly/ecytmoa

    I wish you read it completely.
    Oct 15, 2014. 04:00 PM | Likes Like |Link to Comment
  • Amarin: REDUCE-IT And Debt Analysis Confirm That The Current Share Price Is An Opportunity [View article]
    R-IT patients are sicker and likely to experience more cardiovascular events compared to Japanese population in JELIS. You should also factor in this fact.
    Oct 15, 2014. 11:12 AM | Likes Like |Link to Comment
  • Amarin: REDUCE-IT And Debt Analysis Confirm That The Current Share Price Is An Opportunity [View article]
    Very good analysis.

    You twice mentioned that Amarin could be worth 3 times its annual sales.

    Well that's too conservative given the patent expiry in 2030 (~15 years from now). And if REDUCE-IT is positive, expect multiple new patents that should change the 3x multiple that you are using. (Even after 7 years of first generic Coreg approval, GSK is suing generics over Coreg's congestive heart failure indication patents).

    OMTH had no sales when AZN acquired them.
    Oct 9, 2014. 12:56 PM | 1 Like Like |Link to Comment
  • The FDA Oil Tanker Will Not Be U-Turned And Amarin Corporation Faces Collateral Damage [View article]
    good article but i don't agree on most part.
    Sep 11, 2014. 12:13 PM | Likes Like |Link to Comment
  • 3 Lessons From The Galena Scandal [View article]
    Amazed to see some longs still reiterate their belief in the drug but not open to learn the lessons you are talking about.

    Anyways, very convincing article. I envy you :)
    Aug 22, 2014. 02:59 PM | 1 Like Like |Link to Comment
  • This Week's Outstanding Performance Award Winners: Yuanxi Zhang And Weighing Machine [View article]
    okay. i see it explained here: http://seekingalpha.co...
    Aug 20, 2014. 04:03 PM | Likes Like |Link to Comment
  • This Week's Outstanding Performance Award Winners: Yuanxi Zhang And Weighing Machine [View article]
    Is this selection purely based on the performance? Or do you consider any other parameters like time of publication etc.?

    Let's say if I have my idea published today to go long on a stock , and if it yields 100-150% return in 4 weeks, will it be preferred over an article which has yielded similar return but was published before 4 months ?
    Aug 20, 2014. 03:41 PM | Likes Like |Link to Comment
  • Update On Dario Launch And Progress [View article]
    Dario vs. Bayer Contour

    The key with Dario is it runs with a mobile phone unlike Bayer's contour . Data can go to cloud in a second with Dario which isn't possible with Bayer's.

    Yes, i do agree with you on financial position of the company being very weak but so is the share price and tiny MCap.

    The product is valuable if well executed or if it lands in the right hands like Bayer or Sanofi etc.

    So its all about the product and likely the enterprise value in my opinion.
    Jul 9, 2014. 03:42 PM | 2 Likes Like |Link to Comment
  • Update On Dario Launch And Progress [View article]
    What do you mean by TROUBLE if they go below $1 ?

    TIA.
    Jul 2, 2014. 10:53 AM | Likes Like |Link to Comment
COMMENTS STATS
195 Comments
118 Likes