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stephenhandal

stephenhandal
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  • The Captain Of Amarin's Listless Ship Makes Ready For The Storm [View article]
    Sorry, but I guess I missed your point?
    Sep 20 09:55 PM | Likes Like |Link to Comment
  • Amarin's Stock Price Movement [View instapost]
    Still haven't learned, have you? "if your caught short." - should be "if YOU'RE caught short."
    Aug 16 01:39 PM | 1 Like Like |Link to Comment
  • Amarin Strategic Moves [View instapost]
    Ignore my previous comment. Now, I know exactly where you got that 'info.' You took that directly from the JP Morgan note today.
    Jul 25 02:49 AM | Likes Like |Link to Comment
  • Amarin Strategic Moves [View instapost]
    "Talks active and continuing around Anchor" - based on what?
    Jul 25 01:18 AM | Likes Like |Link to Comment
  • SIGNIFICANT AMRN DEVELOPMENT--PT CHANGE [View instapost]
    Amarin is at $5.53 as of today. Your price target of $35 is a 532% premium from today's price.

    You state "BO should conclude before or shortly after FDA approval of Anchor." Why do you continue to put out time-based predictions? They don't work, especially with this stock. I don't get it. You did the same thing last year after Vascepa was approved for the >500 TGs indication. You stated BO was going to happen within the next few months, and it would be as easy as printing money. Look what happened Steve. Went from $16 all the way down to $9 in December with the financing, which you were SURE wasn't going to happen, and then now we're at $5.

    Seriously, give me a reason as to why myself and everyone else should lend credibility to your assertions this time?

    Don't delete my comment. Let's have an actual discussion.
    Jul 17 12:24 AM | 4 Likes Like |Link to Comment
  • Analysis Of Amarin's Offering And Vascepa Update [View article]
    These articles must be very profitable for you.
    Jul 9 12:10 AM | Likes Like |Link to Comment
  • Vascepa Script Numbers Continue To Build Nicely [View instapost]
    Steve, what happened with the 5k scripts 'prediction' by May??? It's July now and we're still at 4.4k unless you assume underreporting, which might bring us above 5, but still....
    Jul 5 11:55 PM | Likes Like |Link to Comment
  • Amarin's Naysayers: Much Ado About Nothing [View article]
    Adam:

    From Amarin's August 10, 2011 press release:

    "An SPA is generally binding upon the FDA unless a substantial scientific issue essential to determining safety or efficacy is identified after the testing begins. However, there can be no assurance that this will be the case. If the FDA does not consider the SPA to be binding, the agency could assert that additional studies or data are required to support a regulatory SUBMISSION."

    The ANCHOR sNDA has already been submitted and accepted by the FDA as well as given a PDUFA date, so how can the FDA now require more data or additional studies since the sNDA has already been submitted per the above statement (If the FDA... regulatory submission)?

    It seems very bold in my view to think that the 'FDA will reject Vascepa for the Anchor ... indication' and that 'there will be no approval in December or earlier.'

    Furthermore, you state 'Amarin lacks clinical data demonstrating a cardiovascular benefit for its prescription-grade fish oil in this mixed dyslipidemia population. There is no urgent or unmet medical need for these people, but there is considerable doubt raised by recent published studies showing fish oil does nothing to reduce death, heart attacks or strokes.'

    When was Amarin ever supposed to show 'cardiovascular benefit' in the ANCHOR indication? Never - that's totally irrelevant except for the fact that you bring in these recent studies which have failed. REDUCE-IT was the study for that. The ANCHOR indication is patients with triglycerides between 200 mg/dL and 500 mg/dL, while REDUCE-IT tested patients with triglycerides of at least 150 mg/dL and at least one cardiovascular risk factor. They're two separate indications that Amarin is trying to get approval for so why would the FDA delay/deny ANCHOR currently and wait until 2016 for REDUCE-IT. It just doesn't make sense. The ANCHOR data is fine so there shouldn't be an issue. They aren't the same indications and need to be differentiated. REDUCE-IT should not doubt require the cardiovascular outcomes data. Lastly, I've heard that 50% of Lovaza's sales consist of off-label use and since ANCHOR would be the first-in class with this indication, I'd have to argue that it's unmet...

    While you argue that the CV outcomes may be a 'pivotal issue' in the upcoming FDA advisory panel, does it actually have any bearing whatsoever on approval? The only requirement under the SPA was to have REDUCE-IT 'substantially underway' in order for Amarin to request ANCHOR approval and submit the sNDA for ANCHOR. Obviously the FDA advisory panel should consider these other fish oil 'studies,' but it shouldn't significantly influence the committee one way or the other.
    Jun 25 02:27 AM | 9 Likes Like |Link to Comment
  • Amarin's Anchor Will Hold As Vascepa's Sails Unfurl [View article]
    I obviously read your disclosure, but in the future, would you consider Amarin as an investment or are you just going to stay away from it?
    Jun 21 03:32 PM | Likes Like |Link to Comment
  • Amarin Is Dead With Or Without ANCHOR [View article]
    At this point, all you, I, and everyone else can do is speculate. We aren't getting the necessary clarity from management about prescriptions, market penetration, doctors acceptance, results from patients on Vascepa, the company's plans for ANCHOR, what's happening with NCE, what's going on with combo data and what they plan to do with that, sales reps and their performance (although we can judge performance to a degree based on prescriptions), more info re: Reduce-it, and most importantly guidance and what the future looks like for Vascepa. Quite a few of these are important questions so at this point, we can do nothing more than wait till the next CC or until news comes out. Management has to do a better job with IR. Overall though, this stock seems to have quite the two sided bullish/bear aspects. Will be interesting to see who wins in the end.
    Jun 21 02:19 AM | 1 Like Like |Link to Comment
  • All Eyes Now Focusing On Acquisition Of Amarin [View instapost]
    Sorry but the Forrest Labs rumor is complete bull$hit. It originated from YMB and has since spread around to StockTwits, IHUB and other websites.

    If you have another source though, then let us know..
    Jun 10 02:20 AM | Likes Like |Link to Comment
  • All Eyes Now Focusing On Acquisition Of Amarin [View instapost]
    Thanks for deleting my comment Steve. I appreciate it very much. I'm going to try to get that reposted by SA.
    May 29 06:59 PM | Likes Like |Link to Comment
  • All Eyes Now Focusing On Acquisition Of Amarin [View instapost]
    Please, enough with the speculation. Absolutely NO ONE expected this AZN - OMTH buyout. Anything could happen. Just wait it out and see.
    May 28 08:52 PM | Likes Like |Link to Comment
  • These 2 Patents Could Mean Everything Or Nothing [View article]
    Seeking Alpha has started to get out of hand with all the free publicity and income. I bet that you and others are making more money publishing weekly articles on here than you guys are on your actual positions...
    May 22 10:31 PM | 1 Like Like |Link to Comment
  • Amarin Set To Go After Expanded TG Market In Q4 2013! [View instapost]
    How can you infer that I've never heard of Carl Ichan or a hostile takeover? It will NOT happen because of the shareholder voting rights as a result of Amarin being an Ireland-based company in terms of headquarters. Too many restrictions in place.
    May 15 10:45 PM | Likes Like |Link to Comment
COMMENTS STATS
187 Comments
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