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dremer

dremer
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  • Amarin: A Look At The Recent Selloff And Negative Perceptions [View article]
    Well thought out rebuttal to MF's laziness and ignornace. It shows why Longs who understand the story join pros like Baker Bros in investing in AMRN long term. Thanks for providing updated data and tracking the script trends.

    I would like to see more impact from KOWA and higher overall sales, but at this point clearly we're focused 100% on REDUCE-IT. Nothing is 100% but I feel the EPA science points to hitting or exceeding the end points, perhaps by a great deal.

    If that happens you'll get these same idiots on MF saying they knew it all along!
    Mar 31, 2015. 11:10 AM | 11 Likes Like |Link to Comment
  • Amarin's Value With Or Without REDUCE-IT And A Final Word On Management [View article]
    A reasonable article and I agree. Of course the bottom line is buying shares at $1 represents a much higher upside than downside IMO.
    Oct 23, 2014. 01:04 AM | 1 Like Like |Link to Comment
  • Amarin: Summarizing The Variables Involved In The Upcoming PDUFA [View article]
    I hope you are correct and the FDA will reach a compromise with AMRN for many of the reasons you list above. Doctors should have access to safe drugs and be able to make their own decisions how to help their patients. FDA is overstepping bounds while possibly limiting access to valuable data from REDUCE-IT. A label compromise or conditional approval would be a good result here. I just hope the FDA sees it that way too.
    Dec 17, 2013. 05:24 PM | 4 Likes Like |Link to Comment
  • Will Amarin And Arena See Better Sales In 2014? [View article]
    AMRN IMO will push the FDA to some sort of compromise, and failing that will partner to maximize MARINE sales and continue REDUCE-IT. On the CC management said they will focus on partnerships only after ANCHOR is resolved for good or bad. At least that was my takeaway.
    Dec 6, 2013. 04:20 PM | Likes Like |Link to Comment
  • Amarin jumps as CEO buys shares [View news story]
    That is what I like to see from the CEO. We needed some insider buying and I hope to see more.
    Nov 18, 2013. 04:43 PM | Likes Like |Link to Comment
  • Amarin: Questions For The Q3 Earnings Call [View article]
    The company is still in transition with sales force. Bruno says they can cover 95% of the same territory with the current team. growth will continue but at slightly slower pace. We need 15-17k scripts to be at break even, and less if they kill REDUCE-IT.
    Nov 5, 2013. 05:34 PM | 3 Likes Like |Link to Comment
  • Amarin: Questions For The Q3 Earnings Call [View article]
    Your questions are decent but I'm much more interested to see what their plan, if any, is to push the FDA on ANCHOR. Rescinding the SPA was an unprecedented move, and takes a safe druf away from doctors who may prefer to prescribe it for patients with 200-500 TG.

    What is the strategy for the type A meeting? Can we get conditional approval with label modifications?

    Any positive news on ANCHOR and this stock will skyrocket. I want to hear a plan of attack from the company on how they plan to forge a win/win compromise, even it it means holding REDUCE-IT as a hostage.
    Nov 5, 2013. 05:06 PM | 5 Likes Like |Link to Comment
  • FDA Reviewing Panel Comments In 9-2 Vote [View instapost]
    If FDA was reviewing the adcom fiasco why not wait 2 months before firing 50% of the sales force? I hope the FDA comes to it's senses and gives conditional Anchor approval with label warning, but AMRN clearly thinks it's a long shot
    Oct 23, 2013. 01:29 PM | Likes Like |Link to Comment
  • FDA Reviewing Panel Comments In 9-2 Vote [View instapost]
    Sorry, how do you know the FDA is reviewing the comments? Your headline makes it sound pretty definitive but is this not speculation?
    Oct 22, 2013. 11:18 AM | 3 Likes Like |Link to Comment
  • Amarin's Q2 Shows Large Losses, Prescription Progress [View article]
    revenue was actually $7.3 million after adding back in the deferred $1.8 million. much closer to estimates, along with 4 cent lower lost EPS.
    Aug 8, 2013. 05:35 PM | 5 Likes Like |Link to Comment
  • Vascepa sales come in light for Amarin [View news story]
    revenues were $7.3 millon whwn you include the $1.8 deferred. pay attention.
    Aug 8, 2013. 05:34 PM | 2 Likes Like |Link to Comment
  • Vascepa Scripts Barrel Forward To Q2 Earnings [View article]
    Thanks for the correction QTR. I'm also bullish on the script growth and look to refills to really make an impact long term.
    Jul 22, 2013. 10:28 AM | 4 Likes Like |Link to Comment
  • A 1-2 Punch At Amarin Longs [View article]
    QTR, I agree with your bullish sentiment. I'm buying this week and look to see us back at $6 before Op-ex. This holiday week scripts got me excited. This is for real.
    Jul 15, 2013. 09:42 AM | Likes Like |Link to Comment
  • Why PharmAthene Will Win Its Suit With SIGA And How Much It Will Collect [View article]
    Thanks Jeff. i'm going to go out on a limb and guess the article is pro-PIP, and anti-SIGA? Shocker ;-)
    Jul 3, 2013. 10:05 AM | Likes Like |Link to Comment
  • Why PharmAthene Will Win Its Suit With SIGA And How Much It Will Collect [View article]
    I'm not familiar with that document you mentioned. Do you have a link? has there been movement in the suit from Parsons' office?

    Thanks
    Jul 2, 2013. 10:14 AM | Likes Like |Link to Comment
COMMENTS STATS
36 Comments
46 Likes