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mdenadai

mdenadai
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  • Risky Amarin Sets Its Cash Pile On Fire [View article]
    Raven --

    I'm astounded by your superficiality when talking about the company's cash burn. CEO clearly stated that Q1 would be the high point in terms of cash burn and that it would significantly decline in subsequent quarters.

    I've prepared a quarterly model for revenues/expenses for rest of 2013 -- I estimate that in Q4 company will be close to break-even. Furthermore, I estimate that company will have at least $80mm in the bank by the end of 2013, probably more, and possibly as much as $100mm.

    Where is your model?
    May 10, 2013. 12:34 AM | 1 Like Like |Link to Comment
  • Can Amarin Make Me A Believer This Thursday? [View article]
    Biotech --

    great lists and great perspective -- I'd love to hear in CC that they are increasing sales force by at least 20%.

    One more biggie for CC -- update on accelerating Tier 2 expansion.
    May 7, 2013. 02:26 AM | Likes Like |Link to Comment
  • Amarin Announces Additional Data From Clinical Trials [View instapost]
    I think you meant to say "100% confidence that Anchor ..."
    Apr 8, 2013. 10:15 AM | Likes Like |Link to Comment
  • BlackBerry: Ignore The Noise And Take Advantage Of The Volatility [View article]
    Probably the reason for the change is that the stock market will be closed on Friday for Good Friday, and they wouldn't want to release earnings before a three-day weekend.
    Mar 24, 2013. 08:49 AM | 2 Likes Like |Link to Comment
  • Amarin's Descent To $5 [View article]
    In addition to being phenomenally superficial, the author has a very weak grasp of basic facts such as the proper spelling of the two contenders -- Vascepa and Lovaza -- and that Vascepa was launched on January 28 and not January 8.

    No mention whatsoever of the manufacturing strategy in locking up suppliers; very cavalier treatment of patent protection (for example, why has Lovaza successfully staved off generics using their 3 patents, while Vascepa will not be able to do the same with their 18?), no mention of combo offering and patents -- no depth of thinking whatsoever. Very lightweight.
    Mar 6, 2013. 03:43 PM | 6 Likes Like |Link to Comment
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