Seeking Alpha

BiotechBillionair

BiotechBillionair
Send Message
View as an RSS Feed
View BiotechBillionair's Comments BY TICKER:
Latest  |  Highest rated
  • The Price May Be Increasing For An Amarin Buyout [View article]
    Steve
    You mentioned MS---I hint Pfizer:)

    MS health care conference, Pfizer Q&A
    Q:
    "David Risinger - Morgan Stanley - Analyst
    And with respect to the value business, some have speculated that you could exit that business. Maybe you could speak to how you've thought through that to date and what the opportunities and challenges might be for value realization out of that strong cash flow value business.

    A:
    Frank D'Amelio - Pfizer Inc. - EVP, Business Operations, & CFO
    Sure. So, first, I want to bump it up a level and then I will answer your question. I will be in investor meetings and sometimes I will get asked a question, and this isn't specific to established products, but Frank, why did you all sell the nutrition business? Isn't it a good business? And the answer is, it's a really good business -- in fact, a very good business. But we believe -- I believe that we are unlocking trapped value by monetizing these assets. If you look at the value that a business like nutrition can get on its own like we did with the announced sale of nutrition to Nestle versus what kind of value it is generating inside of Pfizer, we think we can unlock trapped value."
    _____________
    First, looks like Pfizer "monetizing" for an acquisition of $10+ Billion.

    Second, they obviously see the "monetizing" assets being more productive than Nestle.
    _____________

    Now NCE, any thought's on the FDA's 2003 response letter to Aventis Pharm rep citizen petition? Specifically pg 39 starting at hyaluronidase or Vitrase. Virtually the same argument can be made with Lovaza vs. Vascepa. The Active moiety in Lovaza was not specifically stated (Ethyl Esters), Vascepa completed a full round of Phase 1 through 3 studies to definitively define Icosapent Ethyl as the one and only active ingredient.

    Seems VERY positive for Vascepa's NCE chances.


    Thanks for your insight, and HAPPY NEW YEAR!
    Jan 1, 2013. 03:18 AM | 2 Likes Like |Link to Comment
  • The Price May Be Increasing For An Amarin Buyout [View article]
    I found a very interesting read supporting NCE for Vascepa "the response letter to Aventis Pharm".

    http://1.usa.gov/12SWSaF

    Specifically pg 39 starting at hyaluronidase or Vitrase. Virtually the same argument can be made with Lovaza vs. Vascepa. The Active moiety in Lovaza was not specifically stated (Ethyl Esters), Vascepa completed a full round of Phase 1 through 3 studies to definitively define Icosapent Ethyl as the one and only active ingredient. Thus, using the FDA's prior arguments they have no other choice but to award Vascepa NCE.

    They may have a few pages of patent "evidence" that needs to come to fruition before publishing.

    Just my take on it....
    Dec 31, 2012. 08:19 AM | 1 Like Like |Link to Comment
  • The Price May Be Increasing For An Amarin Buyout [View article]
    Steve

    The timing of yesterday's Amarin PR is quite interesting IMO.

    What further studies would Amarin have to provide for a NDA for AMR 102? Seems the safety issue would be covered with the Marine and Anchor studies.

    Thanks
    Dec 18, 2012. 03:14 PM | Likes Like |Link to Comment
  • The Latest On Amarin - How Will The Investment Pay Off? [View article]
    With all due respect...Kati know jack about Amarin.
    Dec 12, 2012. 11:34 AM | Likes Like |Link to Comment
  • The Latest On Amarin - How Will The Investment Pay Off? [View article]
    Steve care to comment on '520's (Anchor Patent for 200 - 500 triglycerides) likely Reasons for Allowance before NCE?

    Thanks
    Dec 6, 2012. 07:23 AM | Likes Like |Link to Comment
  • Discussing Amarin's Vascepa And GlaxoSmithKline's Lovaza With Omthera Pharma [View article]
    Hey Brian

    Here's a list of Omthera's patents:
    Zero

    Amarin's:
    Ten

    List of Omthera's patent applications:
    Zero...again

    Amarin's:
    20+

    Omthera's
    NCE chance:
    0%

    Not even a very good effort on your part, you should makeup something like Vascepa causes A.fib just like Lovaza;)
    Dec 4, 2012. 12:05 PM | 4 Likes Like |Link to Comment
  • The Latest On Amarin - How Will The Investment Pay Off? [View article]
    Steve thanks for your thoughts!

    I believe the pricing to be accurate and strategically released to put pressure on BP. If bought BP can adjust pricing as they see fit.

    Anchor Patents look to be on track for allowance before sNDA goal of February, this is huge in negotiations IMO.

    AZN has been playing games on their career web site:

    "The AstraZeneca Sales Learning Department, in collaboration with Sales and Marketing leadership, revised and expanded the Cardiovascular Specialty Curriculum in order to build a best-in-class sales force. In order to maximize impact of this new curriculum and deliver high quality training, AstraZeneca seeks a Sales Training Manager with sales leadership and management experience, as well as expertise in the cardiovascular and hospital market. The scope of this Headquarters-based role is to lead development and execution of training plans, and includes initiatives from an HQ and field-based perspective."

    AZN has now pulled this from their career page, sounds like either a remodel of the sales force or drug launch.

    From the outside looking in, it appears Amarin and AZN are dancing with Joe leading.

    $35 might be the number thrown around now but I can't see Amarin parting for less than $40. Management has been absolutely stellar!

    NCE seems to be the trigger, are you still about 90% on a yes?

    What are your thoughts on another delay?

    Thanks
    Dec 4, 2012. 08:23 AM | Likes Like |Link to Comment
  • The Latest On Amarin - How Will The Investment Pay Off? [View article]
    Steve

    What's your take on http://bit.ly/QZjofs having pricing out on Vascepa for 10 major chain Pharmcy's?

    ($51.06 for 30 1 Gram pills @ Walmart)

    Thanks
    Dec 2, 2012. 07:28 PM | Likes Like |Link to Comment
  • The Latest On Amarin - How Will The Investment Pay Off? [View article]
    Brilinta has been marketed in Europe since 2010, but no AZN CV jobs posted.

    AZN seems to be concentrating or launching a new CV drug only in the US with the 95 + jobs they have posted.

    If I was going to ramp up Brilinta sales, I would do that World wide, right?
    Nov 30, 2012. 10:13 PM | Likes Like |Link to Comment
  • The Latest On Amarin - How Will The Investment Pay Off? [View article]
    For those of you that are sick of the "rumors" you should sell and buy a non-speculative stock. This is Biotech and if your going to win your going to have to speculate and hedge your bets.

    Thanks Steve for your thoughts.

    Pfizer has merit because of previous rumors and choice of Vascepa/Atorvastatin.

    AZN has merit because of Patent cliff, no replacements, Crestors potential combo, hiring of more CV reps than needed to just market Brilinta, canceling of stock buy back, new CEO comments, and is mentioned the most.

    Merck has merit, canceled phase 3 of one of their hyperlipemia candidates after Vacsepa's approval.

    GSK has merit, they just make the most sense....not losing Lovaza market share and could market Vascepa as XS Lovaza super max....

    Which one do you favor and why?

    Thanks
    Nov 30, 2012. 02:47 AM | Likes Like |Link to Comment
  • The Latest On Amarin - How Will The Investment Pay Off? [View article]
    Steve

    Thanks for all the great info! Have you seen any signs of a sales force being hired? I would expect offers soon and rejection letters, I'm guessing the rejected would start to talk, right?

    Thoughts?
    Nov 28, 2012. 07:14 AM | Likes Like |Link to Comment
  • The Latest On Amarin - How Will The Investment Pay Off? [View article]
    GSK could obviously ramp up sales the quickest. Is your perspective from water cooler talk? Can you go into more detail?
    ---------
    I do see a potential triangle with Amarin-BASF-GSK, a Lovaza sales force would take a day to train. However, in the end Pfizer's the only 800lb Gorilla in the room with the cash to outbid any other suitor.
    Nov 27, 2012. 01:44 AM | Likes Like |Link to Comment
  • Arena Pharmaceuticals' Outlook Hinges On Success Of Lorcaserin [View article]
    Lorcaserin-Phentermine, two presriptions. Lor-Phen
    Apr 19, 2012. 10:12 PM | 1 Like Like |Link to Comment
  • Arena Pharmaceuticals' Outlook Hinges On Success Of Lorcaserin [View article]
    Your article info is outdated. Qnexa PDUFA is delayed, Lorqess is up to bat. Lorqess makes it to the market first. They'll dominate the market before VVUS can sign a partner. Especially with the combo of Phentermine that sure to be prescribed separately to the Lorqess patients. "LorPhen"
    Apr 19, 2012. 10:11 PM | 3 Likes Like |Link to Comment
  • Arena Pharmaceuticals' Outlook Hinges On Success Of Lorcaserin [View article]
    Wow that's outdated.

    VVUS approval in April, really? You should check the current news before you post.

    I'm embarrass for you.
    Apr 19, 2012. 10:10 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
60 Comments
136 Likes