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Solana Partners

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  • Amarin's SNDA For Anchor WILL BE APPROVED ON TIME, PERIOD [View instapost]
    Adam will keep rocking the boat and Amarin remains silent.
    May 25 03:50 PM | Likes Like |Link to Comment
  • Shares of Amarin (AMRN -1.1%) rebound somewhat from an earlier dip on news that its Vascepa wasn't in the FDA's Orange Book for April. [View news story]
    I would not be surprised if the FDA / CDER are waiting for Lovaza to be off patent in the US . I realize Lovaza was granted NCE and exclusivity period is over . Generic Lovaza is expected around Jan 2015 , perhaps a tad earlier. Going forward I expect Vascepa to receive Anchor approval in Dec 2013 . The reduce- it trial is very important outcome event . So what does the FDA do with regard to Vascepa and NCE ? Well they can continue this no decision every month or say Yes or No . I expect a Yes ... I'm not sure if Anchor approval would trigger , or date when Lovaza goes generic . In the meantime Amarin will build up barriers to entry with patents , API supply chain , and manufacturing secrets .
    May 17 04:16 PM | Likes Like |Link to Comment
  • Is Acadia A Buy After Jumping Over 50%? [View article]
    The move was warranted on several fronts . The company will save time and money without the expense of the second PDP trial . ( #021 ) . ACAD was very smart to work very close with the FDA on design , protocol , and endpoints . A very good sign was when ACAD raised money in December 2012 , and the stock actually went up . Perhaps because smart folks like the Baker Brothers were buyers . I have concluded that the FDA wants pimmy on the market ASAP for PDP . ACAD has a bright future with treating both ADP and schizophrenia . ACAD has no partner , the last partner $BVF was acquired by $VRX in a reverse merger that included tax incentives . The new firm $VRX and CEO Pearson decided to end partnership and both ACAD and VRX came up with settlement and cash to ACAD . The good news is that former CEO of BVF , Bill Wells is on the ACAD BOD , also the BB got a board seat . I believe pimmy will be a blockbuster drug for both the patient and the CAREGIVERS ! The significant issue pointed out by the author is the need for a new class of drug to treat PDP . Pimmy has a great safety profile and increases sleep for patient and thus caregivers too . I've been down that road and saw the toll that Parkinson' s took on a family member !
    The data that ACAD supplied last month was icing on the cake and I'm glad the FDA decided the #021 was not needed . I'm darn sure that ACAD will have suitors knocking on door very , very soon . ACAD has 100% of pimmy rights and drug will have NCE status . The question will be partnership , or acquisition in the future as GIA will not happen . Great article on ACAD . Regards , Solana Partners . The opinions expressed are mine only . Please read all sec filings .
    Apr 12 01:44 PM | 1 Like Like |Link to Comment
  • Biotech's Fallen Angels: Identifying Irrational Market Behavior [View article]
    $ACAD failure was back on Sept 1 , 2009 . I have no clue where the market for PDP is 25 BILLION ! Thank you .
    Apr 9 02:35 PM | Likes Like |Link to Comment
  • What You Need To Know About Keryx And Zerenex's IP [View article]
    Dear Mr. King , will the conference call be open to other investors ? Do you believe Zerenex is a new active moiety ? Thank-you for article and if possible please list number and code for CC .
    Regards
    Apr 9 01:56 PM | Likes Like |Link to Comment
  • At least one indicator is showing the largest bearish positioning since March 2010 as the ratio of call to put bets on the VIX (VXX) rises to its highest since then. Among the 10 most-owned VIX options, 9 have larger bets on volatility gains, with April $20 calls - 44% out of the money right now - garnering the largest open interest. [View news story]
    I agree . It's flawed . Just take a look at $UVXY . New low . High was over $2000 . Now a paltry $7+ . Stay away from VXX ...imo only .
    Apr 8 03:16 PM | 3 Likes Like |Link to Comment
  • Obagi Medical Products Acquired Wednesday, These Biotechs May Be Next [View article]
    The key upcoming catalyst for $SRPT will be AA . The FDA is likely to decide in April . Will $SRPT run to $50 or fall back to $20 ? We should know soon . I hope the young boys stricken with DMD , get AA .
    Apr 6 04:17 PM | Likes Like |Link to Comment
  • Obagi Medical Products Acquired Wednesday, These Biotechs May Be Next [View article]
    I'm not surprised that $OMPI was taken out . It's always nice to have at least two bidders , possibly three . Latest offer of $24 cash from $VRX is great . Let's see what the German pharma counters with ? I tip my hat to VOCE CAP for keeping the pressure on . I see Gabelli funds made key purchases . In any case acquisitions are difficult to time . Regards .
    Apr 6 04:07 PM | Likes Like |Link to Comment
  • Best Buy (BBY) is on watch to see if shares can keep rallying after they set a 13-month high yesterday. Analysts have been gushing over the retailer's plan to bring boutiques into its stores - including Janney Capital's David Strasser who declared the "end of showrooming" at Best Buy. [View news story]
    I've always wondered what is the correct sales tax on a smartphone sold in CA ? Take the current Samsung G III , a few stores charge tax on the retail price and others charge tax on the subsidy price . How can both Costco and VZW claim to be correct . Anyone know the BOE in California ruling . Regards
    Apr 5 05:14 PM | Likes Like |Link to Comment
  • Apple (AAPL +0.7%) plans to start "production of a new iPhone similar in size and shape" to the iPhone 5 in calendar Q2, setting up a "possible summer launch," the WSJ reports. The paper adds Apple is working with partners on a cheaper iPhone with a 4" display and "different casing" than the iPhone 5, and that a 2H launch for the device is possible. Both scoops mesh with iPhone rumors (I, II, III) that have been floating around in recent months. Samsung's Galaxy S IV, replete with a 5" display, is expected to go on sale in late April and May (depending on the market). [View news story]
    Good job Apple . New phone with 4 inch display .
    Apr 2 02:44 PM | 1 Like Like |Link to Comment
  • Affymax: A Binary Play [View article]
    The recall of Omontys is a severe blow to $AFFY . I'm wondering if Fresenius medical pulled Omontys because of anaphylactic concerns . The timing of voluntary recall of all 10 mg and 20 mg and Fresenius news must have correlation . From the news I have read approx 25,000 patients received Omontys . Of the 25,000 about 50 had allergic reaction . I believe there were 5 deaths . The author layed out the reward / risk in $AFFY. A well done article ! I have a feeling the stock will see single digits on Monday . The patient population of 25,000 and issues with approx two tenths of one percent will need further study by the company and FDA . I have no position in $AFFY . I'm glad the firm pulled the drug ,with approval from FDA . It was the correct , moral choice to do . Imo only . ( no position )
    Feb 24 03:49 PM | Likes Like |Link to Comment
  • NuPathe And Its Upcoming PDUFA Decision [View article]
    I agree with the generic concern . My insurance only covers 9 pills per month . Sometimes two are required in 24 hr period . It's not a headache . It's 10x worse , with nausea sometimes . I'm not sure why insurance cut dose from max of 18 per month to 9 . If I had my choice would use MLT , but open to path product if I still get migraines . I believe root problem for me are 6 concussions and I was not in N F L .
    Jan 14 02:59 AM | Likes Like |Link to Comment
  • NuPathe And Its Upcoming PDUFA Decision [View article]
    There is another mode for migraine delivery . The drug on market is called MAXALT MLT . Sublingual . It's expensive and some carriers required PA . Nothing worse than a horrible migraine . GL ...PATH .
    Jan 14 02:46 AM | Likes Like |Link to Comment
  • Friday's Small Cap Biopharma Catalyst Trade And Speculation Investment List [View article]
    Can't wait for in depth article on ACAD . Thanks .
    Jan 14 02:19 AM | Likes Like |Link to Comment
  • Friday's Small Cap Biopharma Catalyst Trade And Speculation Investment List [View article]
    It looks like another S M pick had a failure . All the BEST to $ARNA longs .
    Jan 14 02:13 AM | Likes Like |Link to Comment
COMMENTS STATS
36 Comments
12 Likes