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Steve Rosenman
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Mr. Rosenman has nearly 15-years executive experience in the health and wellness sectors, including weight loss, cosmetics skincare and nutrition, both Rx and OTC. Expertise areas include strategic market and product planning and corporate development (evaluation, recommendation and execution of... More
  • Vascepa Scripts Likely Much Higher Than Early IMS Report 32 comments
    Mar 27, 2013 12:48 PM | about stocks: AMRN

    IMS does not report on free promotional scripts, such as AMRN's free promo. They also do a terrible job on any form of discount, to the point of not capturing in many cases - meaning clarity using this syndicated data tool will not be reached for months. This is similar to retail POS measurements tools, such as Nielsen and IRI.

    What we do know is the scripts that have been reported are close to being on track/as expected. we also know there are far more being written and taken. How, you ask? AMRN has a rather aggressive print and doctor detail campaign going on now that highlights vascepasavings.com.

    Using web analytics you will learn that 47% of visitors to the site stay there and visit multiple pages. They visit for at least 2 minutes. These metrics far exceed industry averages.

    If you further look at the hit count, you can make some pretty interesting assumptions, like if just 5% of visitors to the page signed up for Vascepa savings, you add 500 more prescriptions per week. 5% is pretty low for such highly targeted messaging and for something that will be free. Kick that to 30% and you see where I'm heading.

    Actual scripts in the 300-400% (3-4x for people with like IQs to Adam Feurstein) area (vs. IMS) is likely what is going on now.

    Stocks: AMRN
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Comments (32)
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  • stephenhandal
    , contributor
    Comments (187) | Send Message
     
    "Using web analytics you will learn that 47% of visitors to the site stay there and visit multiple pages. They visit for at least 2 minutes."

     

    "These metrics far exceed industry averages."

     

    - What are industry averages? Sorry, I'm not familiar with the exact numbers. Could you please brief me on them? Thanks so much
    27 Mar 2013, 01:30 PM Reply Like
  • Steve Rosenman
    , contributor
    Comments (785) | Send Message
     
    Author’s reply » Why I even respond to you after the garbage you post is beyond me: :33 seconds for entire page and 10-12% visit multiple.
    27 Mar 2013, 02:53 PM Reply Like
  • CarolinaCowboy
    , contributor
    Comments (29) | Send Message
     
    Was that meant to be 3-4x or 300-400+ rather than 300-400x?
    27 Mar 2013, 05:14 PM Reply Like
  • Trolin
    , contributor
    Comments (25) | Send Message
     
    In earlier article he stated 3x. So i believe it was meant to say 3-4x. Not 3-400. Maybe thought % but wrote X. Adam Feuerstein enjoyed it though.
    27 Mar 2013, 05:15 PM Reply Like
  • DNDNLONG
    , contributor
    Comments (116) | Send Message
     
    I think you meant 300-400%. Adam has already put out an article about it. http://bit.ly/Zqj6ev

     

    Its obvious you did not mean 300-400x so why even put it out an article with that nonsense is beyond me. He acts like a child.
    27 Mar 2013, 05:20 PM Reply Like
  • studythosestocks
    , contributor
    Comments (28) | Send Message
     
    Thanks for the insight Steve.

     

    I guess you are already hearing the feedback on the 300-400X. I think you meant 3-4X or 300-400%.

     

    On a very positive note 13/417899 Our combo application received Reasons for Allowance today moving ahead our patent protection now for a combo drug with generic Lipitor.
    27 Mar 2013, 05:22 PM Reply Like
  • Deep.Blue
    , contributor
    Comments (131) | Send Message
     
    Feuerstein should be focused on his interpretation of the facts of the AMRN story. His obsession w SR is as far away from fundamental analysis as can be... Just a chatty kathy...
    27 Mar 2013, 05:34 PM Reply Like
  • DNDNLONG
    , contributor
    Comments (116) | Send Message
     
    Adam Feuersteins obsession with AMRN and Steven Rosenman is beyond bizarre. Adam has no skin in the game so whats with the obsession Adam? Adam acts like he asked Steven out on the date and got rejected.

     

    I cannot even comprehend the levels Adam stoops to on an obvious typo to immediately write an article about it under the street.com. Beyond ridiculous. I dont think he waited 10 minutes? I mean does he refresh Stevens Seeking Alpha page every 5 minutes of the day? Shocked he has not been fired yet by that penny stock company he works for.
    27 Mar 2013, 05:48 PM Reply Like
  • yourmama6799
    , contributor
    Comments (487) | Send Message
     
    DDLong,
    You know what Steve should do? He should email Adam and say, hey I know I am sexy, I know it. Just get over it, or appreciate me from afar, lol.
    27 Mar 2013, 09:40 PM Reply Like
  • Steve Rosenman
    , contributor
    Comments (785) | Send Message
     
    Author’s reply » Good one, agree, it's a little weird he has a fixation with me.
    27 Mar 2013, 10:19 PM Reply Like
  • Steve Rosenman
    , contributor
    Comments (785) | Send Message
     
    Author’s reply » yes, type meant percent not times.
    27 Mar 2013, 05:57 PM Reply Like
  • johnnybio
    , contributor
    Comments (23) | Send Message
     
    What a surprise...just like every other article, there is no actual data or even a link, or picture to back up his claims.

     

    If this somehow is actually legitimate information (<1% chance of that), I would say that Steve probably has probably spent every available second visiting the website to boost these numbers so that he could write about it.
    27 Mar 2013, 07:23 PM Reply Like
  • DNDNLONG
    , contributor
    Comments (116) | Send Message
     
    Johhny,

     

    Are you in the Amrn/Steve Roseman obsession fan club with Adam Feuerstein? Just wondering because you have 17 comments and every comment has been related to bashing Steve or AMRN. Are you a short seller or are you donating your time for the good of humanity?
    27 Mar 2013, 08:20 PM Reply Like
  • bil
    , contributor
    Comments (64) | Send Message
     
    just please do your dd.. and you may be at sometime in the future to have a positive to your portfolio ..
    27 Mar 2013, 11:03 PM Reply Like
  • bil
    , contributor
    Comments (64) | Send Message
     
    hey mr j bio.... ha ha I guess you haven't done your dd... you just spew your short idea.. stay tuned for your short cover so sad for your portfolio .. see you on my long position
    27 Mar 2013, 11:28 PM Reply Like
  • Steve Rosenman
    , contributor
    Comments (785) | Send Message
     
    Author’s reply » you know what, im actually going to leave johnnybio's comment on the blog string, because it's hilarious how DNDNLONG just tore his world up.

     

    and by the way folks, it takes about 2 minutes to check out the web analytics on any website if you have the programs and a kindergarten education.
    27 Mar 2013, 08:35 PM Reply Like
  • bil
    , contributor
    Comments (64) | Send Message
     
    is their anyone who understands the letters dd.. and what anchor will do with this company as my left shoulder buddy would say ... buy at the dip wait for the anchor...that's what amrn is about stay ahead of the crowd mr steve..
    27 Mar 2013, 11:11 PM Reply Like
  • MAS-
    , contributor
    Comments (10) | Send Message
     
    Hi Steve,

     

    I post infrequently but follow you closely. Thanks for the great info. I wondering whether you could comment on:

     

    -Sorry for my ignorance, when, by who, and how monthly scripts are made public. This is definetily more informative than weeklys, particularly after 3-4 months in the market. If available, I would also appreciate links.

     

    - I do know there is no way to know at this time, but what your market research is indicating may be the most likely scenario cannibalization of lovaza sales or market expansion?

     

    -Finally, considering the preparation required for launching an expanded indication, do you think that partnership or sale of the company needs to happen before FDA approval of Anchor?

     

    Thanks for your time
    28 Mar 2013, 06:29 PM Reply Like
  • Steve Rosenman
    , contributor
    Comments (785) | Send Message
     
    Author’s reply » -IMS is the syndicaed data source, I'm sure this will be covered on next CC (monthlies)

     

    -For Marine I'd say you have both dynamics going on, share swapping and new trials in the space, due mainly to such strong promotional efforts with free scripts.

     

    -No doubt it will be decided before launch, not sure when "the event" will occur though. Public very public saying will not launch anchor on its own...if they did, I'd be dissapointed and not favorable to it. Marine I coudl care less...Anchor is the key.
    28 Mar 2013, 09:04 PM Reply Like
  • MAS-
    , contributor
    Comments (10) | Send Message
     
    Thanks again for your time and for being such a great source of info
    29 Mar 2013, 08:53 AM Reply Like
  • yourmama6799
    , contributor
    Comments (487) | Send Message
     
    Steve,
    Are you concerned that two directors are leaving the company?
    28 Mar 2013, 10:23 PM Reply Like
  • Steve Rosenman
    , contributor
    Comments (785) | Send Message
     
    Author’s reply » not at all, its not new news, it was in proxy statement earlier this week. they are retiring and maintain no vested interest (no stock or compensation). this release was semantics, nothing material
    28 Mar 2013, 11:12 PM Reply Like
  • Steve Rosenman
    , contributor
    Comments (785) | Send Message
     
    Author’s reply » PS: sorry for typos, hard to type when traveling and on mobile device.
    29 Mar 2013, 11:35 AM Reply Like
  • cue881
    , contributor
    Comments (5) | Send Message
     
    Steve, Good call on the prescription info. Leerink Swank seems to support your position by reporting that AMRN prescriptions set a record last week of over 1500. Seems AF is wrong again! Look at the options sold last week for the June 8's , 9's and 10's! Keep up the good work
    1 Apr 2013, 04:08 PM Reply Like
  • Steve Rosenman
    , contributor
    Comments (785) | Send Message
     
    Author’s reply » Thanks cue881. As a side note, Joe, Leerink's analyst was rated top biotech analyst several years in a row by WSJ. He also called, along with me the likelyhood of the 520 patent get turned around and awarded.

     

    I don't believe AF received credits like those in the past :-)
    1 Apr 2013, 04:24 PM Reply Like
  • kylebriz
    , contributor
    Comments (9) | Send Message
     
    Its obvious the price action tells us that there is a real concern about the issues we all can cite. Do you think the qtr revenues are the leading concern?
    Thank you for all you do for us amrn longs.
    2 Apr 2013, 07:21 AM Reply Like
  • Steve Rosenman
    , contributor
    Comments (785) | Send Message
     
    Author’s reply » I believe the funds are the cause, they are making money based on trying to time catalyst events - happens all the time. You can see the big money flow in and out of this stock in between major news moves. The pattern is to sell just after the news with AMRN. This is attributed to many funds getting into the stock in the low single digit $. So, I believe it is nothing more than that - fundamentals all look super strong to me and improving by the day. if my theory holds true and a Bo not announced prior to Anchor granting, you will see new highs on the stock reached prior to FDA approval.
    2 Apr 2013, 08:56 AM Reply Like
  • nader1022
    , contributor
    Comments (5) | Send Message
     
    can you help explain the importance of the patent 520 that was just received ?
    2 Apr 2013, 07:15 PM Reply Like
  • Steve Rosenman
    , contributor
    Comments (785) | Send Message
     
    Author’s reply » you'll have to refer back to my articles for 520 details, but in short, protection through 2030.
    2 Apr 2013, 08:18 PM Reply Like
  • kylebriz
    , contributor
    Comments (9) | Send Message
     
    I truly believe you know more than you can print. Therefore, the constant hint of a BO being imminent is something I firmly believe is very near. I am very well positioned for that Bomb being dropped. Thank you again for your insights.
    2 Apr 2013, 07:15 PM Reply Like
  • Steve Rosenman
    , contributor
    Comments (785) | Send Message
     
    Author’s reply » You may be right on both accounts...
    2 Apr 2013, 08:19 PM Reply Like
  • libertarian33RP
    , contributor
    Comments (63) | Send Message
     
    Steve, have you seen the revised 994 combo patent?
    2 Apr 2013, 08:24 PM Reply Like
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