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Deep.Blue

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  • 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 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 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 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 11:50 AM | 15 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 04:01 PM | 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 12:02 PM | 5 Likes Like |Link to Comment
  • Amarin: Slow And Steady Wins The Race [View article]
    Q2 revenue will be ahead and we should see gross margin expansion as more suppliers come on line and the company uses pre snda inventory they had to fully expense last q.

    the q3 earnings call wont matter as much, as its after the adcom meeting.
    Aug 5 06:31 PM | 1 Like Like |Link to Comment
  • Amarin: How To Actually Read The Prescription Numbers [View article]
    Short more Brandon
    Jul 28 10:24 AM | 2 Likes Like |Link to Comment
  • Vascepa Scripts Barrel Forward To Q2 Earnings [View article]
    just cant average one week with 5 work days and another week with four work days, unless we are going to a 4.5 day workweek...
    Jul 23 03:19 PM | Likes Like |Link to Comment
  • Vascepa Scripts Barrel Forward To Q2 Earnings [View article]
    why would you average anything? scripts are a function of doc office visits and penetration of the drug on a realtime basis with a week lag in reporting. if you average the two weeks, then you are assuming that there is a holiday every ten working days on an ongoing basis.

    foolish.
    Jul 22 10:59 AM | 1 Like Like |Link to Comment
  • A 1-2 Punch At Amarin Longs [View article]
    Last week scripts were down by 7.7 pct at 4043. This was July 4th week.

    Under the realistic to conservative assumption that docs didn't have office hours on July fourth (and worked on July 5th), then 4043 was for a four day week, or 1011 per day. Convert that daily into a weekly and you get 5054 normalized for the holiday. 5054 would be 25 pct growth for the week. If docs worked less that four days, then the growth would be even bigger...

    Tier 2 kicking in big now.
    Jul 15 10:05 AM | Likes Like |Link to Comment
  • Analysis Of Amarin's Offering And Vascepa Update [View article]
    Kid, just do your cash flow analysis and quit stating the obvious.
    Jul 8 10:42 PM | 1 Like Like |Link to Comment
  • Vascepa Scripts: Cyclical Growth Or Slowdown? [View article]
    kid, you are a master of the obvious.
    Jul 8 11:19 AM | 1 Like Like |Link to Comment
  • Cover Your Amarin Short And Go Long [View article]
    kid - you never did your cash flow analysis to back up your article on cash burn. i did it for you. the internet lets anyone write anything these days. amateur hour non stop, everywhere.
    Jul 3 12:13 PM | 5 Likes Like |Link to Comment
  • Amarin's Naysayers: Much Ado About Nothing [View article]
    feuerstein

    under fda guidelines, if fda were to "change their mind" on the spa, they would have to notify amarin in writing that they are "changing their minds". you know this feuerstein, but you continue to misinform people with your innnuendos with nothing to back them up. this is what you do feuerstein. this is what you do.
    Jun 24 03:24 PM | 8 Likes Like |Link to Comment
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