Seeking Alpha

jeichmeier

jeichmeier
Send Message
View as an RSS Feed
View jeichmeier's Comments BY TICKER:
Latest  |  Highest rated
  • Amarin: The Bull Argument (Or How I Learned To Stop Worrying And Love Vascepa) [View article]
    Great article, Thanks!
    Apr 30 06:47 PM | 2 Likes Like |Link to Comment
  • Amarin's Fish Oil: Looking Beyond Triglycerides [View instapost]
    Thanks for second article Doc! Excellent DD
    Apr 29 10:10 PM | 2 Likes Like |Link to Comment
  • Amarin: A Physician's Perspective On Vascepa [View article]
    One of the best articles I've read on AMRN and it's potential.
    Feb 25 05:14 PM | 2 Likes Like |Link to Comment
  • Amylin Pharmaceuticals (AMLN +10.8%) continues to soar (previously) following the FDA's approval of its Bydureon diabetes drug, developed in partnership with Alkermes (ALKS +1.3%). Piper (Overweight) thinks Bydureon's dosing flexibility gives it an edge over Novo Nordisk's (NVO) Victoza drug, and that FDA approval paves the way for an international licensing deal or acquisition.  [View news story]
    See my comments under "Amylin Gets Its Yes; Now For The Hard Work" article. In time Bydureon will take over market due to dosing schedual and less side effects.
    Feb 2 02:37 PM | Likes Like |Link to Comment
  • Amylin Gets Its Yes; Now For The Hard Work [View article]
    The Duration-6 study used the standard recommended doses for Victoza (1.8mcg) and Bydureon (2mg). They are equal doses. However, this study was from last March, several studies since show decreases of 1.6 or 1.7 points for Bydureon, VS 1.5 for Victoza in this study. As far as both patients and Docs go these differences are clinically insignificant. Only only one thing counts, and that is one injection/week (Bydureon)) VS either 14/wk (Byetta) or 7/wk (Victoza). Byetta has 40% of this market, in time Byetta will be completely replaced by Bydureon. The rest of market is Victoza which will also be largely replaced by Bydureon. Patients hate shots and so do I. Bydureon, in my opinion, will dominate market. It has same sugar lowering power as as Victoza, same weight loss as victoza, with less getting polked and less nausea. AMLN needs to do mass advertising, like current Cymbalta Ads. That way patients can ask Docs for new meds. Many Docs slow to change and need patient "reminder".
    Feb 2 02:27 AM | Likes Like |Link to Comment
COMMENTS STATS
5 Comments
4 Likes