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Deep.Blue

Deep.Blue
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  • Why You Should Sell 3D Systems And Buy Organovo [View article]
    Look at companies like Hepregen. They are already producing long lived liver assays and doing to for human, rat, dog and monkey liver. ONVO is way way way overhyping the market opportunity.

    It will all become clear soon enough that they maybe in 2015 they might do $3mm in revenue...
    Dec 30, 2013. 04:33 PM | 5 Likes Like |Link to Comment
  • A Stock That May Rally $20 In 3-Months [View instapost]
    Seems very unlikely that a bunch of endocrinologists, who have seen hundreds and hundreds of patients die from CV disease will say, "lets wait for outcomes from a drug that does so well on lipid markers and where safety is placebo". Also, if Anchor adcom was about Reduce IT, it would be infront of a CV panel, not a diabetes panel. Remember that 70pct of Anchor patients were T2 Diabetics.
    Oct 1, 2013. 04:10 PM | 2 Likes Like |Link to Comment
  • AF Backtracking, AMRN Will Be Approved On Time [View instapost]
    Have we ever seen the Adcom make a decision based on cost - or is it purely safety/efficacy that they consider? If cost is not part of the equation at all, and with placebo safety, this is a huge no brainer. SPA is cherry on top that almost isnt even needed....
    Sep 26, 2013. 07:00 PM | 1 Like Like |Link to Comment
  • This Amarin Bear Is Throwing In The Towel [View article]
    Insurance may just take Lovaza off formulary as now there will be an fda approved omega three for 200-500.
    Sep 25, 2013. 06:33 PM | Likes Like |Link to Comment
  • This Amarin Bear Is Throwing In The Towel [View article]
    Epanova doesnt even have a good supply chain. They get fish oil in South America, then have it shipped to Germany to make it into their pill. How scalable does that sound?
    Sep 25, 2013. 06:22 PM | Likes Like |Link to Comment
  • This Amarin Bear Is Throwing In The Towel [View article]
    Nice article, focused on facts. Additionally, lets remember that the sleeping army of physicians that now prescribe Vascepa (9000+ at the last conference call), will soon find out that Tier 2 coverage of Lovaza will end with Vascepa Anchor approval. Lovaza is all off label, Vascepa will be on label for Anchor. Insurance will no longer cover Lovaza for off label once there is an approved medication. Who cares generic or not, Lovaza just not approved and the coverage for it will die on the vine.
    Sep 23, 2013. 12:45 PM | 3 Likes Like |Link to Comment
  • The Captain Of Amarin's Listless Ship Makes Ready For The Storm [View article]
    i think you should stick to tarot cards and soothsaying...
    Sep 20, 2013. 11:50 AM | 15 Likes Like |Link to Comment
  • Fleetmatics Group PLC: Accounting Shenanigans Are Inflating Its Financials, While Insiders Sell Aggressively [View article]
    nice call
    Sep 19, 2013. 02:46 PM | 1 Like Like |Link to Comment
  • Explosive Bidding Situation Setting Up For Amarin [View instapost]
    Steve - obviously AZN knew that Pronova had already struck a deal to let Lovaza go generic in '15, so a year early wouldnt really affect whatever strategy they had in place for Omthera, would it?
    Sep 16, 2013. 06:26 PM | Likes Like |Link to Comment
  • Amarin And Teva: The Court Ruling And Amarin's Outlook [View article]
    Greater bioavailability for Epanova just means more fishy burps and trotting to the bathroom. Look at the side effect profile and the fact that thier "Anchor" trial only lasted six weeks and not 12 weeks. Wonder if the trots get worse after six weeks. How could someone stand to be on this product long term?
    Sep 13, 2013. 04:01 PM | Likes Like |Link to Comment
  • Yet More New Developmetn Re; Amarin [View instapost]
    Could all of these new legal FDA documents be why OB is late this month?
    Aug 22, 2013. 05:01 PM | Likes Like |Link to Comment
  • The Coup De Grâce To The Feuerstein Thesis On GTx's Enobosarm Phase 2b Data.  [View instapost]
    Jake

    You did a great job on analyzing gtx. AF does nothing but write vomit regardless of the stock and relies solely on the fact that this stuff is hard and failure is part of the game. Tus his blind squirrel hit rate will obviously be a bit higher....
    Aug 19, 2013. 10:34 PM | 2 Likes Like |Link to Comment
  • Buy Into Amarin's 1-2-3 Domino Effect [View article]
    Look at the data from Anchor. Vascepa helps statins work better and it also reduces Trigs. That will be the message. That is a message never before conveyed using an omega 3.
    Aug 18, 2013. 12:02 PM | 5 Likes Like |Link to Comment
  • The Coup De Grâce To The Feuerstein Thesis On GTx's Enobosarm Phase 2b Data.  [View instapost]
    According to Natl Cancer Institute, up to 1/3 of cancer patients die from cachexia...
    Aug 17, 2013. 06:22 PM | Likes Like |Link to Comment
  • GTx Inc.: A Catalyst Play With Strong Leadership And Future Partnerships [View article]
    TST may have to strike a deal w the Feds by firing Feuerstein in exchange for not being shut down....
    Aug 16, 2013. 07:08 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
131 Comments
202 Likes