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david22hughes

david22hughes
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  • The Price May Be Increasing For An Amarin Buyout [View article]
    Steve has already outlined why a buyout hasnt happened yet in a post above. No buyout can happen until NCE has been determined one way or t'other - something to do with the fact Amarin is only a small company with a tiny pipeline. Joe Z has also already said NCE is an overhang.

    Gobshites like Fartstein never acknowledge this because he has a personal grudge/agenda with Amarin longs. Just ignore him, he's simply a waste of space.

    My hope now is for NCE determination in February and then a bidding war between Pfizer, GSK and whoever else wants to join the party.
    Jan 15, 2013. 03:21 AM | 2 Likes Like |Link to Comment
  • The Price May Be Increasing For An Amarin Buyout [View article]
    It dawned on me recently after Pfizer raised $10 Billion that this is Pfizer's drug and has been since the appointment of Declan Doogan way back. Everything Amarin have done along the way screams of being a pro job, masterminded by big brother Pfizer. The cash is now in place for a buyout. The ONLY thing holding up the takeout is the NCE overhang.
    Jan 11, 2013. 03:15 AM | 5 Likes Like |Link to Comment
  • The Price May Be Increasing For An Amarin Buyout [View article]
    The figures big pharma are currently bandying about are obviously nowhere near JZ's target of $40-50. Once NCE status has been determined I suspect the big pharma to have a bidding war. The worst case scenario is that they go this alone for a year or so until the ANCHOR indication gets approval.

    By Q4 2013 they can have a very healthy balance sheet, FDA approval for ANCHOR, hopefully 5 years NCE exclusivity and a bunch more patents......that $100m loan is simply a message to big pharma from JZ that amarin can and will go it alone unless big pharma offer the $40-50 that JZ wants NOW........big pharma can either pay fair value now or a premium north of $50 in a years time........
    Dec 31, 2012. 08:56 AM | 1 Like Like |Link to Comment
  • The Price May Be Increasing For An Amarin Buyout [View article]
    To sell the company without pricing in the ANCHOR indication would be pure madness, effectively robbing the shareholders blind. There isnt a snowballs chance in hell JZ is letting this company go for a meagre $20 and change, if that is very apparent already. This is a $10 Billion a year drug in the U.S alone, and dont forget about the additional patient populationthat exists and could be gone after in Europe, Brazil, Russia etc.....

    The Marine indication has FDA approval;
    Vascepa is a better drug than its only competitor Lovaza;
    the Anchor indicion is around 10x the size of the Marine and FDA approval is a foregone conclusion;
    There is NO competing drug on the market or anything close for the Anchor indication;
    supplies of the API have been locked up;
    they have around a dozen patents protecting it out to 2030 with a dozen more or so pending;
    the have sufficient cash to produce, market and sell the drug in 2013 for the Marine indication if they so wish;
    the management team are highly experienced;

    And, the share price is currently at the same level it was before the Phase 3 results were even announced. Biggest joke ever.

    JZ is holding out for a $40-50+ because he knows the value of this drug and has a duty to the shareholders.$20-25 buyout offers arent going to cut it. At these sub $8 levels with the fundamentals mentioned above, all you need do is buy, hold and be patient.
    Dec 29, 2012. 07:41 AM | 3 Likes Like |Link to Comment
  • The Latest On Amarin - How Will The Investment Pay Off? [View article]
    the only reason a deal hasnt been reached yet is because Joe Z is waiting for the NCE icing on the cake which will add another $5+ to the final buyout price which with NCE will be in the region of $50 and without i suspect low $40's....hopefully the FDA have gotten their incompetant asses in gear and the release the NCE letter of approval is now imminent.....
    Nov 22, 2012. 05:46 AM | Likes Like |Link to Comment
  • The Latest On Amarin - How Will The Investment Pay Off? [View article]
    Amarin are not only locking up all patents, they are locking up the API supply chain too.........and the stock is trading for $10 and change??! biggest bargain/joke ever.........wake the hell up people......easy money, load up.........
    Nov 21, 2012. 10:16 AM | 1 Like Like |Link to Comment
  • The Latest On Amarin - How Will The Investment Pay Off? [View article]
    You really are a gobshite of the highest order Pharmapro62. Great article again Steve, good info, much appreciated. When all is factored in $50+/share is very possible. Joe Z knows it well and is no dumb ass. Fingers crossed for positive NCE news on Friday.
    Nov 14, 2012. 04:33 AM | Likes Like |Link to Comment
  • How To Trade Amarin After The FDA Decision [View article]
    'all' the analysts are cutting targets are they? news to me.........all you are doing is advertising your naivete...........cut the crap dude.......
    let me give u some advice - buy amarin at these ridiculously low levels and make yourself some easy money.........patience is all u need if you have done your homework.........listen to guys like rosenman because he's done his and is a hell of a lot wiser than gobshite fueurstein who cant tell his arse from his elbow.....if NCE was such a clear cut NO it would be done by now.......why prolong an obvious rejection?
    Oct 14, 2012. 11:53 AM | Likes Like |Link to Comment
  • How To Trade Amarin After The FDA Decision [View article]
    very well said mr. rosenman. patience is all this takes.
    Oct 11, 2012. 11:19 AM | Likes Like |Link to Comment
  • How To Trade Amarin After The FDA Decision [View article]
    have you any clue what's going on at all? are you friends with that other gobshite feuerstein by any chance? open your narrow little mind and look at the big picture for christ sake......
    Oct 11, 2012. 11:18 AM | Likes Like |Link to Comment
  • Cramer's Mad Money - Do Not Trade These 3 Stocks (8/15/12) [View article]
    The more i learn about this Cramer guy the more im inclined to believe that prison is too good for him.
    Aug 16, 2012. 11:49 PM | 1 Like Like |Link to Comment
  • Will GlaxoSmithKline Purchase Amarin? [View article]
    I wouldn't be so sure with these market manipulators on board. If someone told me Amarin would be trading at $11.50 eight days after they got FDA approval and a label the CEO "couldn't be happier with" I would have said they were stark raving bonkers. And here we are.

    889 would certainly boost it up a few $'s but if NCE was rejected and there was still talk of going it alone it would be driven back down again to these levels by the shorts, probably lower.

    Anyway, a price under $10 is a worst case scenario.

    I suspect we are at a bottom now and with renewed buying over the coming days and 889 hopefully being granted we are back up around $15 again. NCE will give a big boost sending it up to the $20's and i think buyout chatter takes it up to $25's over the next few weeks after that.
    Aug 2, 2012. 04:20 AM | 1 Like Like |Link to Comment
  • Will GlaxoSmithKline Purchase Amarin? [View article]
    Thanks for the reply.

    Yeah the NCE and 889 patent are massive short term share price catalysts and if they are both granted you are looking at a share price in and around the $20's a month from now with renewed buyout speculation. I have little doubt the 889 patent will be granted but if the NCE isnt granted look out below because I see this going under $10 after that. You know what sheep and shorts are like.
    Aug 2, 2012. 02:25 AM | Likes Like |Link to Comment
  • Will GlaxoSmithKline Purchase Amarin? [View article]
    Steve, I havent done my homework and want a free lunch. I'm a lazy bugger that can't tell his arse from his elbow. Can you help me out? Thanks.
    Aug 2, 2012. 12:33 AM | 1 Like Like |Link to Comment
  • Will GlaxoSmithKline Purchase Amarin? [View article]
    Nice article, buyout is a foregone conclusion. Who ends up buying is irrelevant to me, take your pick. Big pharma are all over this drug.

    But what about timing?

    Are we talking 6-8 weeks?
    By the end of the year?
    Wait until after the ANCHOR approval next ~June?
    I even heard one clown suggest it won't happen until after the REDUCE-IT outcome study - 6 FRICKEN YEARS AWAY!

    Do you think there is a possibility they go it alone until the ANCHOR approval/extra patent coverage is in the bag before negotiating again next year?

    Joe Z and the board know full well the value of this drug and i see no way he's going to let it go below $40. I don't see them getting an offer like that without NCE and ANCHOR approval.
    Aug 2, 2012. 12:28 AM | Likes Like |Link to Comment
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