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The Specialist

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  • Thumbs Down To Amarin's ANCHOR Would Sink Its Ship [View article]
    I'm sorry, but the global market for fish oil, including prescription fish oil, is in decline. Vascepa doesn't seem to be helping stop that much. How you seen how low its sales are lately?
    Oct 14 01:45 AM | 1 Like Like |Link to Comment
  • Thumbs Down To Amarin's ANCHOR Would Sink Its Ship [View article]
    One of your links says $34 billion in 2018 while the others say $1.7 billion?

    Anyway, you are quoting only OTC fish oil. Add in prescription fish oil (Lovaza), and the overall market in general for fish oil is in decline, probably severely with the generic Lovaza coming. If OTC fish oil increases as patients ditch the prescription version in favor of the OTC version, that's not good news for Amarin.
    Oct 13 02:00 PM | Likes Like |Link to Comment
  • Thumbs Down To Amarin's ANCHOR Would Sink Its Ship [View article]
    It was a copy and paste from Amarin's press release.

    http://yhoo.it/15yVtIG
    Oct 13 10:56 AM | 1 Like Like |Link to Comment
  • Thumbs Down To Amarin's ANCHOR Would Sink Its Ship [View article]
    The debt isn't due for a long while, and I was erroring on the side of ridiculous optimism to illustrate a point. AMRN goes bust likely without ANCHOR.
    Oct 11 09:45 PM | Likes Like |Link to Comment
  • Thumbs Down To Amarin's ANCHOR Would Sink Its Ship [View article]
    The article leaves room for a 3X to 6X increase in Vascepa sales. I doubt Vascepa will capture the same market size that GSK was able to capture, especially as the market in general for fish oil has been in a decline.
    Oct 11 08:41 PM | Likes Like |Link to Comment
  • Thumbs Down To Amarin's ANCHOR Would Sink Its Ship [View article]
    Decimal point correct submitted.
    Oct 11 08:13 PM | Likes Like |Link to Comment
  • How Amarin Bulls Made The Right Choice [View article]
    Based on the nosedive in the stock price, it looks like the only bulls that made the right choice are the ones who sold.
    Oct 11 04:31 PM | Likes Like |Link to Comment
  • Why Amarin Will Definitely, Surely, Assuredly, Certainly Not Be Trading At $7 When 2014 Starts [View article]
    Love the charisma in your articles!
    Oct 6 05:01 PM | 1 Like Like |Link to Comment
  • This Amarin Bear Is Throwing In The Towel [View article]
    I really thought the script growth would have tapered off a bit by now. It didn't.
    Sep 23 04:36 PM | Likes Like |Link to Comment
  • Amarin's Problems Just Went From Bad To Worse [View article]
    I agree, increase the number by 25% to keep it more in line with previous weeks.
    Sep 16 08:08 AM | Likes Like |Link to Comment
  • Should A Generic Lovaza Worry Amarin Longs? [View article]
    Coke Zero is actually a great point. The executives of Coke figured out that much of the male demographic won't touch Diet Coke because of the name and brand image of it being a product for women no matter how good it tasted. Enter Coke Zero, targeting men who previously refused to touch Diet Coke, and it's flying off the shelves by those very men who refused to buy Diet Coke and are now buying Coke Zero. Imagine is everything.

    http://nydn.us/181Wg3m

    Successful drug companies target consumers just as much if not more than doctors. Believe me, as an example, this Lovaza TV commercial wasn't targeting doctors who were watching Oprah at 3pm in the afternoon during the week:

    http://bit.ly/13XDlY9
    Sep 13 02:37 PM | Likes Like |Link to Comment
  • Should A Generic Lovaza Worry Amarin Longs? [View article]
    Vascepa is compared to Windows Vista, which people tried and hated and went back to the original. Great analogy!

    Now imagine if on top of that Windows XP was much cheaper than Vista.

    Coca-Cola learned the hard way in the 1980s with New Coke that when it comes to products, consumers go with what they are familiar with, even if the New Coke tastes better in every taste test. Bottom line is Vascepa for most consumers hasn't distinguished itself enough especially when a similar (in the mind of consumers for right or wrong), cheaper generic is available.

    I believe generic Lovaza will win the Pepsi challenge vs. Vascepa. As for the wider indication, most people don't like taking drugs unless they have to. Sure, one out of 3 people post ANCHOR approval they can market to, but most people don't take prescription medicine unless they are at danger levels.
    Sep 13 01:33 PM | Likes Like |Link to Comment
  • Amarin's Problems Just Went From Bad To Worse [View article]
    AMRN's own filings warn that cheaper generic Lovaza will hurt AMRN. I don't blame anybody for not trusting AMRN mgmt, but I doubt they would lie about their warnings.
    Sep 13 07:57 AM | Likes Like |Link to Comment
  • Amarin Is Dead With Or Without ANCHOR [View article]
    Positive trend break. Let's see if it continues.
    Jun 23 05:19 PM | Likes Like |Link to Comment
  • Amarin Is Dead With Or Without ANCHOR [View article]
    Most docs won't meet with a sales rep, that's true, very tough business pharm. sales trying to get the attention of docs.
    Jun 23 05:18 PM | Likes Like |Link to Comment
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