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bravo33

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  • News From Sanofi About MannKind's Afrezza And Its Future [View article]
    Good report. The good news underlying the CEO change is that CEOs don't generate and sell business plans. Those are championed by the business sector VPs who know the science, know the market and know the opportunity. At some strategic business review in the last year that team sold the concept to the CEO. The fact that the CEO has moved on should have little impact. In fact, a new CEO and team will need short term levers to be able to push to show rapid turnaround. Afrezza is there, waiting.
    Nov 1, 2014. 09:28 PM | 2 Likes Like |Link to Comment
  • Will Cardiovascular Concerns Jeopardize Amarin's Upcoming FDA Advisory Panel? [View article]
    Thank you for your well-written article. With the panel being drawn from Endo & Met disciplines what role if any do you think Vascepa's benefit to diabetes sufferers do you see for AdCom? I haven't seen much direct discussion but have heard so much of it's observed benefits. If allowed it seems to address a serious need in a huge population. Is that a separate indication altogether? An allowed off-label option?

    Thanks Ross - well done.
    Oct 15, 2013. 06:37 AM | 2 Likes Like |Link to Comment
  • Yet More New Developmetn Re; Amarin [View instapost]
    Steve, are you tying the Lovaza characterization to some specific activity on part of FDA? If so, what is it?

    Thanks.
    Aug 9, 2013. 06:30 AM | Likes Like |Link to Comment
  • Yet More New Developmetn Re; Amarin [View instapost]
    Make the hoops Amarin has to jump through all the more bizarre!
    Aug 1, 2013. 04:59 PM | Likes Like |Link to Comment
  • Yet More New Developmetn Re; Amarin [View instapost]
    Steve,

    Is there any precedent for early PDUFA approval - such as for Anchor before December 20 - following a confirming AdComm? All indications are that the sNDA was deemed extremely clean (more so even than Marine) and safety & efficacy are stellar. Thoughts? Thx.
    Aug 1, 2013. 04:45 PM | Likes Like |Link to Comment
  • Amarin Strategic Moves [View instapost]
    For those of us less schooled in implications of citizen petition and likely outcome / ramification of 74 day letter . . . can you say more? I've followed discussion somewhat but not enough. Thank you sir.
    Jul 29, 2013. 01:29 PM | Likes Like |Link to Comment
  • Amarin Strategic Moves [View instapost]
    In a 60 day stretch (October 16 to December 20) safety & efficacy, exclusivity and allowance to sell to another 40 million people on label are resolved. I don't know if there is another time in the company's history or future experience when so much is answered. I'd strongly advise every investor - long or short - to build a plan around these dates. Allowing for the fact that AdComm will start impacting pps 2 to 4 weeks in advance I see no more that ~35 trading days before pumpkin time for short interest.

    Thanks Steve for sharing views, insights.
    Jul 25, 2013. 05:12 PM | 2 Likes Like |Link to Comment
  • It's All About Anchor  [View instapost]
    You've got an interesting point - please step over the line and give a scenario or two on what you think the July 8 / August 7 link COULD be. Both the timing and amount looked significant to me. No penalty for being wrong, btw.

    Thanks.
    Jul 9, 2013. 05:25 PM | Likes Like |Link to Comment
  • Amarin's Naysayers: Much Ado About Nothing [View article]
    OK, deal, I won't go back. By the way I have great respect for the philosophy Campbell lived - fascinating view of life grounded in what seemed to be linked mythology. I've never heard it associated with investment analysis so I'll follow with great interest.

    Best,
    Bravo33
    Jun 27, 2013. 08:50 PM | Likes Like |Link to Comment
  • Amarin's Naysayers: Much Ado About Nothing [View article]
    Michael,

    I enjoy the arguments you structure and balanced conclusions you've come to. In one area - NCE - I'm not clear what you are looking at that give you a confidence that July is the month. You do qualify it in your "Unfurl" article, referring to either a non-event or boon. You don't throw projections out recklessly so I'd like you insights into what is unfurling that gives you this confidence.

    I'm also going to use this opportunity to go back and see what other holdings you've commented on, as I'm impressed with the homework you do and the professional approach you take to the articles you author.

    Thank you sir.
    Bravo33
    Jun 27, 2013. 08:23 PM | Likes Like |Link to Comment
  • Amarin's Naysayers: Much Ado About Nothing [View article]
    You are busted sport, stop tredding water with your "Yeah, but, but" responses. Jason called it like most of the world sees it. Your bias is well known, widely reported and seen by true industry experts. You offer nothing Adam.
    Jun 24, 2013. 10:13 PM | 8 Likes Like |Link to Comment
  • All Eyes Now Focusing On Acquisition Of Amarin [View instapost]
    Maybe, but it could also be AZN executing their bolt on strategy and OMTH playing "we'll go it alone" to try and drive price up. Who knows.
    May 29, 2013. 06:23 AM | Likes Like |Link to Comment
  • Amarin Will Be Granted NCE [View instapost]
    Why next Friday? While we're told it can come any time it would be out of cycle with standard procedure of OB posting of information 2nd week of each month. Just wondering.... thx
    May 28, 2013. 07:37 PM | Likes Like |Link to Comment
  • Italian OTC Fish Oil Study Has No Bearing On Vascepa Outcomes [View instapost]
    Steve, thought I heard in Joe's CC comments near the end that he didn't want to add full time Amarin employees to SF because (my paraphrase) you don't want to have so many fixed assets if you want to be sold. The follow up question then asked about contract hires vs. full time employees. Seems that was another signal that there are other conversations going on that we're not privvy to. Did you hear that too? Comments? Thanks.
    May 10, 2013. 06:19 AM | 2 Likes Like |Link to Comment
  • Amarin Will Be Granted NCE [View instapost]
    By all indications for earnings (albeit negative), scripts and sales the company will exceed expectations. It seems like sales projections for '13 by industry watchers have been all over the place so it's hard for me to gauge what a good pace would look like to analysts or WS. IP, trials progress, ANCHOR date estimates - these all get little creedence / assigned value by same watchers. Oh, how I hope NCE is resolved in May - even if after the CC!
    May 2, 2013. 02:32 PM | Likes Like |Link to Comment
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