Seeking Alpha

dallas1dallas1

dallas1dallas1
Send Message
View as an RSS Feed
View dallas1dallas1's Comments BY TICKER:
Latest  |  Highest rated
  • Why The FDA Got It Wrong And Why It Will Approve Vascepa For ANCHOR SNDA Submission [View article]
    AZN with omthera has a lot to gain.

    Lovaza also has a lot to gain because they still sell a huge amount to the anchor population.
    Nov 19, 2013. 01:23 PM | 1 Like Like |Link to Comment
  • FDA Reviewing Panel Comments In 9-2 Vote [View instapost]
    I don't trust the FDA to do ANYTHING in favor of Amarin anymore. There is a clear agenda and it's not in Amarin's favor.
    Oct 22, 2013. 04:40 PM | 3 Likes Like |Link to Comment
  • Adcom 2-9 Against Label Expansion [View instapost]
    Absolute crock of an ADCOM. Anchor trials were not based on CV events. That should have had no part in the adcom, much less forcing that into the voting question. If that is how it's going to be, that they are going to just make up new criteria, then it should be mandatory that the "official" voting question be made public (or at the very least available to the company up for approval) PRIOR to the adcom so that a company is not blindsided and completely screwed as Amarin was.

    The FDA set Amarin up to fail. If this was the way they were going to go about it, then why even accept the sNDA for Anchor in the first place? Why not deny it and tell them that they want to wait until reduce-it results come in? Why string a company along when you know you have ZERO intention of approving it for what they signed on for under a SPA?

    Complete screw job by the FDA. They are basically telling every small corporation out there not to bother trying to succeed, because if you have one that has a drug indication with zero safety concerns under a SPA that met and exceeded every endpoint and you refuse to approve THAT, then every other small company has no chance. You kill innovation by decisions as stupid as this was.
    Oct 21, 2013. 11:37 PM | 2 Likes Like |Link to Comment
  • A Stock That May Rally $20 In 3-Months [View instapost]
    If the adcom vote is positive, and I believe it will be, that should be a key to offers from BP. They will at that point know the numbers they can plug in for projections with Anchor included, and have a candidate to take over that is basically instant revenue for them. All the work has been done. They just buy it out and run with it. It doesn't get any easier. Patents are all done, approvals done or all but done, tier 2 done on many levels... just buy out amrn and rake in money. That has got to be something BP has to be thinking about.
    Sep 30, 2013. 03:18 PM | 5 Likes Like |Link to Comment
  • A Stock That May Rally $20 In 3-Months [View instapost]
    fantastic article steve, thanks!

    Factual, logical, and a good explanation of the market and AMRN's potential.
    Sep 30, 2013. 10:19 AM | 3 Likes Like |Link to Comment
  • AF Backtracking, AMRN Will Be Approved On Time [View instapost]
    He won't do the article, because he will be forced to backtrack and side with the truth, which he had to do previously when he was forced to admit that Vascepa was the best drug in it's class.
    Sep 26, 2013. 07:00 PM | 3 Likes Like |Link to Comment
  • AF Backtracking, AMRN Will Be Approved On Time [View instapost]
    that was his point, haha
    Sep 26, 2013. 06:55 PM | Likes Like |Link to Comment
  • AF Backtracking, AMRN Will Be Approved On Time [View instapost]
    What about your prediction that AMRN would be bought out in 2012? Should we have taken that one semi-seriously?
    Sep 26, 2013. 06:52 PM | Likes Like |Link to Comment
  • AF Backtracking, AMRN Will Be Approved On Time [View instapost]
    Only the uninformed lump them all into one category. Seems you fit that group.
    Sep 26, 2013. 06:51 PM | 1 Like Like |Link to Comment
  • AF Backtracking, AMRN Will Be Approved On Time [View instapost]
    trying to help us... HAHAHA... You've been trying to help your buddies interests, plain and simple.

    Funny how you always lump Vascepa in with every other fish oil, otc, lovaza, generics, etc... when it's been proven that's it's far different from otc, more effective and safer than lovaza, etc. You love to lump them all together when Vascepa reacts differently. It doesn't cause a-fib like lovaza and epanova can. It's safer, more effective, and is by far the better product.

    What you like to ignore is Vascepa's anti-inflammatory abilities. This is huge for diabetes sufferers, as well as other inflammatory diseases. If anything, it's MORE important than it ever has been with how many suffer from those diseases....along with the TG reducing indications.
    Sep 26, 2013. 06:45 PM | 2 Likes Like |Link to Comment
  • AF Backtracking, AMRN Will Be Approved On Time [View instapost]
    Shhh... don't give Adam facts, he doesn't know how to handle them.
    Sep 26, 2013. 06:38 PM | 1 Like Like |Link to Comment
  • AF Backtracking, AMRN Will Be Approved On Time [View instapost]
    " I lost interest in AMRN after the last offering. At that point, the bear thesis became far less compelling. Many of the investors who were shorting AMRN at the time (those I spoke with) used the deal to cover quite profitably. "

    aka "my bashing articles every time a positive article came out on amrn helped my buddies with their positions."
    Sep 26, 2013. 06:34 PM | 2 Likes Like |Link to Comment
  • AF Backtracking, AMRN Will Be Approved On Time [View instapost]
    It's real difficult to predict negative results for biotech stocks, considering that most biotech startup drugs fail. Adam is a real Nostradamus there. If he takes the negative route, he'll be right probably 80% of the time.

    In this case, the drug didn't fail, but the company didn't get bought out and went it alone (so far), so the results were predictable at that point. If you're on your own, your stock will go by your sales, not future potential, trials, etc, any longer.

    In Amarin's case, Adam took a particular interest in bashing the drug and the company because they ignored him and treated him like he deserves to be treated... like he's worthless. As Steve mentioned, all the talk in the world won't make a difference soon.
    Sep 24, 2013. 06:29 PM | 3 Likes Like |Link to Comment
  • Amarin's Problems Just Went From Bad To Worse [View article]
    So I guess the generic will also be required to have an a-fib warning on their product like Lovaza is required to carry.

    Amarin will take off like a rocket upon ANCHOR approval. Lovaza and it's generics won't matter one bit on that. It will be the sole approved drug for that indication.
    Sep 13, 2013. 10:30 AM | 3 Likes Like |Link to Comment
  • Amarin Update After CC [View instapost]
    On a go-it-alone product launch, they are going to spend a ton initially. They are trying to establish the drug's name on the market. Costs will continue to decline as they go.

    This drug is and has ALWAYS been about ANCHOR. It's the driving force that will make this drug, company, and stockholders successful. Marine was always a drop in the pond comparatively.

    Even in the WORST case scenario where sales don't take off, anchor gets delayed (don't believe it will be delayed at all)... the company is STILL worth about $10/share to BP just on patents, the fact that it's FDA approved, supply chain is locked down, tier 2 is achieved, combo drug potential, and anchor potential. So even in the worst case, it's almost worth double what it's currently trading at. All of those are things (except AMR102 trials, etc) are things that BP wouldn't have to bother spending money, time, etc on, because Amarin has already gotten it done for them.

    With ANCHOR approval on time, Steve's numbers won't be too far off.
    Aug 11, 2013. 01:24 PM | 1 Like Like |Link to Comment
COMMENTS STATS
33 Comments
40 Likes