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pwt750

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  • Thumbs Down To Amarin's ANCHOR Would Sink Its Ship [View article]
    why yes. I didn't pull the numbers my self but one refers to GLOBAL BY 2016 and the other is US as of 2011 and the other I have not vetted ( and seems absurdly low) . Point being few believe decline is the right word. Shees.

    Now you claimed "fish oil" is in decline , which seem hotly disputed per people who actually do their home work and not just slanted SA screeds, then again Vascepa is not fish oil any more than the above is Hemingway (despite both having the dictionary as common source) , and Lovaza is only now showing the damage Vascepa is making in it's totals.

    Crimney do some actual DD
    Oct 14, 2013. 12:31 AM | Likes Like |Link to Comment
  • Thumbs Down To Amarin's ANCHOR Would Sink Its Ship [View article]
    more off-hand BS; "market in general for fish oil ... in a decline"

    Market maturation is nowhere near 'decline'.

    Never mind for a minute the growing scientific data that fishoil-to-vascepa comparisons are akin to crude oil-to-av gas interchangeability, but a little reference data shows;

    http://bit.ly/1ajw6ZI

    " the explosive growth of fish oil omega-3 sales buoyed the dietary supplement sector in recent years"

    "Global omega-3 sales remain strong with the market forecast to hit $34 billion by 2016"

    "In 2011 Americans spent $1.1 billion on them, up 5.4% from 2010, according to the Nutrition Business Journal."


    "Fish Oil Market - Global Industry Analysis, Size, Share, Trends, Analysis, Growth And Forecast, 2012 - 2018"
    http://bit.ly/1ajw9o9

    states that

    "According to a new market report published by Transparency Market Research “Fish Oil Market for Aquaculture, Direct Human Consumption, Hydrogenation and Industrial Applications – Global Industry Analysis, Size, Share, Growth, Trends and Forecast, 2012 - 2018,” the global market forfish oil was valued at USD 1.1 billion in 2011 and is expected to reach USD 1.7 billion in 2018, growing at a CAGR of 5.05% from 2012 to 2018. In terms of volume, the demand for fish oil was 1,035 kilo tons in 2011 and is expected to reach 1,130 kilo tons in 2018, growing at a CAGR of 1.22% from 2012 to 2018."

    "direct human consumption (DHC) of fish oil has been increasing over the past five years due to increased awareness among customers regarding the benefits of omega 3."

    "the reduced or static production levels of fish oil acts as a major inhibitor for the growth of the market. " so I would expect higher value added / margin products to out bid lower tiers.

    Don't let the facts stand in the way of a good screed though.

    Now before you drag out the 'eat more fish" pablum check market on species of fish most US would directly consume, then compare to the species that are generally used to source omega-3 oils. I love me some sardines, but nothing like a salmon steak. Guess which costs exceedingly more ( oh yeah, how is that farmed fish taste & texture?)
    Oct 13, 2013. 01:26 PM | Likes Like |Link to Comment
  • How Amarin Bulls Made The Right Choice [View article]
    seriously ? cafepharma for useful or factual opinions ? thats about 100:1 shot. That site features the worst of the worst (etc) for mis-represented and absurd claims. The only indicator one may access from CP is how sick, twisted and devious certain elements of society can be given an anonymous podium.
    Oct 13, 2013. 10:51 AM | Likes Like |Link to Comment
  • Thumbs Down To Amarin's ANCHOR Would Sink Its Ship [View article]
    DECIMAL POINT FIXED !?!??! rawnoc, You USED the $12M in your calcs ! I see you also fixed that preposterous math fubar too that came along with that glaring error, but you don't suppose granting the company an extra HUNDRED TEN MILLION might sway analysis just a wee tad?

    shees.

    Other than 2~3 years of bank roll you MISSED TOTALLY, I must say "what an article ..."
    Oct 11, 2013. 09:57 PM | 3 Likes Like |Link to Comment
  • Thumbs Down To Amarin's ANCHOR Would Sink Its Ship [View article]
    "Amarin Announces Completion of Offering of American Depositary Shares... resulting in net proceeds to Amarin of approximately $121.1 million"

    you call it 12.1 mill and run your math on it ? Wing it , much?

    Yeah I want to get my advice from you.
    Oct 11, 2013. 08:03 PM | 5 Likes Like |Link to Comment
  • Drop The Anchor And Fish For Profits [View article]
    it was a term of the SPA agreement with FDA. Have REDUCE-IT 'substantially underway' in order to file the sNDA.
    em oh you ess eee
    Oct 9, 2013. 05:54 PM | Likes Like |Link to Comment
  • Vascepa Scripts Keep Screaming For Amarin [View article]
    See US National Library of Medicine, National Institutes of Health

    http://1.usa.gov/16v2J4k

    Conclusion
    Dyerberg and colleagues examined the relationship between EPA and CVD, and the JELIS study recently demonstrated that EPA administration reduces the risk of CVD. An important difference between EPA and DHA is the metabolism of EPA to bioactive PGI3. It is assumed that, similar to PGI2, PGI3 inhibits platelet aggregation, vascular contrac- tion, myocardial ischemic injury and arteriosclerosis and induces neoangiogenesis. Therefore, it is specu- lated that the CVD risk reduction induced by EPA is also associated with the effects of PGI3 in addition to the numerous effects of EPA itself (such as TG reduc- tion, inflammation inhibition and improvements in plasma membrane fluidity). This hypothesis is con- firmed by the following findings: an increased CVD risk was found to be associated with a reduction in the EPA/AA ratio, and the EPA/AA ratio was found to be positively correlated with the (PGI2+PGI3)/TXA2 ratio.
    Sep 24, 2013. 12:43 AM | 2 Likes Like |Link to Comment
  • Vascepa Scripts Keep Screaming For Amarin [View article]
    Eicosapentaenoic Acid (EPA) Reduces Cardiovascular Events: Relationship with the EPA/Arachidonic Acid Ratio.

    soon to be published in the J Atheroscler. Thromb. 2013 Sep 18.
    pre publ. softcopy; http://bit.ly/16v2J4m

    Abstract
    The clinical efficacy of fish oil and high-purity eicosapentaenoic acid ethyl ester (hp-EPA-E) for treat- ing cardiovascular disease (CVD) has been reported. Fish oil contains saturated and monounsatu- rated fatty acids that have pharmacological effects opposite to those of ω3 fatty acids (ω3). Moreover, ω3, such as EPA and docosahexaenoic acid (DHA), do not necessarily have the same metabolic and biological actions. This has obscured the clinical efficacy of ω3. Recently, the Japan EPA Lipid Inter- vention Study (JELIS) of hp-EPA-E established the clinical efficacy of EPA for CVD, and higher lev- els of blood EPA, not DHA, were found to be associated with a lower incidence of major coronary events. A significant reduction in the risk of coronary events was observed when the ratio of EPA to arachidonic acid (AA) (EPA/AA) was >0.75. Furthermore, the ratio of prostaglandin (PG) I3 and PGI2 to thromboxane A2 (TXA2) ([PGI2+PGI3]/TXA2) was determined to have a linear relationship with the EPA/AA ratio as follows: (PGI2+PGI3)/TXA2 =λ+π* (EPA/AA). Like PGI2, PGI3 not only inhib- its platelet aggregation and vasoconstriction, but also is assumed to reduce cardiac ischemic injury and arteriosclerosis and promote angiogenesis. Thus, the effects of EPA in reducing the risk of CVD could be mediated by biological action of PGI3 in addition to hypotriglyceridemic action of EPA. Compared with DHA, EPA administration increases the EPA/AA ratio and the (PGI2+PGI3)/TXA2 balance to a state that inhibits the onset and/or progression of CVD.
    Sep 24, 2013. 12:37 AM | 1 Like Like |Link to Comment
  • The Captain Of Amarin's Listless Ship Makes Ready For The Storm [View article]
    oh yeah I forgot Scry; mega kudos on your CYCC call, I was reminded of the name by your article the other day but omitted getting back in it in time . Congrats and great fortune to you.
    Sep 20, 2013. 05:19 PM | 1 Like Like |Link to Comment
  • The Captain Of Amarin's Listless Ship Makes Ready For The Storm [View article]
    far from a complete review but allI have time for now ;

    I must fault the practical logic of "extensive preparations seem to contradict your declarations of faith." while I broaden your statement "battle is exactly what Amarin [should be and ] is preparing for."
    Come on, he talks confidence and it's hollow bravado, he speaks caution and it's a dire tell. And the Devil. and the Hard Place.

    "I avoid binary events. There seems to be little to gain by holding through them and much to lose." Often, I guess. We now have a class of speculators who settle for less (and many small losses) in order to avoid conviction positions. I well recall the recent ACAD tumult, with adam crying "selective data mining", where folks were joyful of flat~10~30% by dumping before data. Despite that the data to be revealed was actually already available, gleaned from previous work. Note ACAD is over $25 today. ( my modest 2, 6 and 14 positions are still in hand so my opinion is admittedly corrupted).

    Now "Some things are better left unsaid." Between friends, wives and lovers ( may they never meet) , perhaps. But this is war and the re-imbursement battle for a large chunk of L's market is about to sea change.


    The last note I can offer fr now is the effect of a positive Anchor data PR.

    date ….......open / high / low / close...........vol
    4.15.11...…8.52 / 8.82 / 8.46 / 8.77…….....2,298,723
    4.18.11.....15.74 / 17.44 / 14.21 / 17.10…..53,541,133

    gotta run, good luck
    Sep 20, 2013. 12:07 PM | 9 Likes Like |Link to Comment
  • Amarin Regains Ahead Of Vital Q4 Catalysts [View article]
    Its house money now. Good. No, not foolish. IMHO AMRN is going to pull it off. Lucky you were not aware of the name in recent frenzy times, instead got in low. Run up underway to Ad Com & ANCHOR approvl, but neither a terribly risky event for hold-through. AMRN is so much better off than previous periods in their history and insanely low priced for 1~2 year potential. For addn'l learning, IHub has some learned insightful commenters and some true crooks & idiots. You decide who is who
    Sep 4, 2013. 02:58 PM | Likes Like |Link to Comment
  • Amarin Is Dead With Or Without ANCHOR [View article]
    you know or believe Dr reviews prior info, talks to a patient and makes a decision in an avg 3 minutes ? I suppose thats why your article makes sense to you.
    Jun 22, 2013. 01:27 AM | Likes Like |Link to Comment
  • Dare I Say Amarin Looks Bullish On Good News? [View article]
    dude your articles are so lightweight yet annoyingly shallow, the financial equivalent of Entertainment Weakly, that its totally unfair to call them 'bashing'. More like a bird's pecking. I must admit I was tricked to arrive here but nevermore
    May 30, 2013. 01:02 PM | 7 Likes Like |Link to Comment
  • Amarin Hit Hard On Summer Street Commentary, Acquisition Possible After Omthera Buyout [View article]
    "the worry is now being shifted to Vascepa's prospects in the ANCHOR indication" LOL more like the flashing bauble !

    While the outrageous falsehoods from the laughable Summer gutter were beyond the pall, they are already recognized as a doltish cover for trading manipulation, add in Furinestains willingness to lay down in front of the bus for a case of booze ( then scrambling for distance after the hangover cleared ).

    What you should know about 5/28, with over 12 million 'apparent' shares traded, less than 5.5 M ended up reported to FINRA, and only ~35% of those were actually sales... so true volume was dwarfed by the transparent action on EDGX et al playing keepaway with massive penny off bids to flash / walkdown trades. It was actually a MEGA buying day . Welcome to the machine
    May 30, 2013. 12:30 PM | Likes Like |Link to Comment
  • Vascepa Data Should Make Amarin Longs Worried [View article]
    hard to be certain of the FDA's logic at this time, but in rubber meets road fact, "No NCE decision" is as almost as good as NCE, maybe not in the acquisition arena but certainly as far as The Competition Files is concerned. For all we know, no NCE is a face saving withdrawal action on FDAs part for the erroneous awarding if NCE to Lovaza. Sooner or later its the wall of patents. Suggest you direct your studies there.

    To repeat repeat dallas dallas, ANCHOR is a lock (successful SPA even with added 'scratch my back scratch yours" hurdle of REDUCE-IT enrollment. Combo data is out there if you look. Combo pats are in the Out Box, waiting for stamps. REDUCE-IT has great ( but OK, not 100% certain) evidence of success. Risk exists but not on the planes you mention
    May 21, 2013. 01:43 PM | Likes Like |Link to Comment
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