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  • Amarin: Q2 Results, My Prediction Errors, And The Future: Part II [View article]
    Well done Mr. Will - I found your analysis of the call to be on target and agree with what you found to be the positives and negatives. My expectation is that Amarin is in talks and at a considerably higher price than the AZN deal- hence Joe's dismissive comment about the size of the AZN deal as being indicative of the value of the acquisition. AMRN,in my opinion, is worth a much higher multiple. As to GIA, I just don't see it due to Joe's background - he is a dealmaker - based on his work at Lilly, his Massachusetts biotech experience, and his previous Lovasa sale to GSK. He knows Big Pharma because he was Big Pharma- so he knows where to look and how to get fair value for the stockholders which becomes near impossible to due if you show all your cards on a public conference call.
    Aug 14, 2013. 05:31 PM | 5 Likes Like |Link to Comment
  • Amarin: How To Actually Read The Prescription Numbers [View article]
    It is difficult if not impossible to draw success conclusions from week to week. I have been in pharmaceutical marketing for more than 35 years and every product has up and down weeks - so the Nrx graph looks like a stock market graph. Nothing goes straight up and nothing goes straight down.
    When examining the graphs, you need to look at the overall trend lines as predictive of success or distress. I like to use the most 3 months of data on a short graph and six months for a bigger view of the product's performance ( particularly if you are bout to make a major decision).
    Jul 28, 2013. 09:12 AM | 1 Like Like |Link to Comment
  • Price Target Update For Amarin (AMRN) [View instapost]
    Steve,

    Thanks for a very informative article !
    May 8, 2013. 07:30 PM | Likes Like |Link to Comment
  • Can Amarin Make Me A Believer This Thursday? [View article]
    I hope to hear more information regarding progress in contracting with Managed Care organizations for Tier 2 positioning.
    Although some very notable (Express Scripts) accomplishments have taken place, I think we should hear a % of Managed Care lives now in Tier 2.
    May 7, 2013. 09:15 AM | Likes Like |Link to Comment
  • Amarin's Performance Issues: Here To Stay? [View article]
    With Rx pharmaceuticals, the sales curve for a particular indication will be predictive after about six months of sales activity. We will see that for the present indication. REDUCE - IT is a game changer and will substantially add to the previously established curve. The product also moves from a specialty promoted product to a Mass Marketed product involving GP's, IM's, DO's etc. Joe Z has acknowledged they will need a partner for that - and a partner that is well managed and experienced with cardiology products. I am thinking of companies like Abbot, AZ, Novartis, Pfizer, & GSK. If I am even half right about these big pharma companies having an interest in November- that would mean intense competition to buy AMRN - expand the product to its new indication and take it globally. Let's also not rule out one company buying US rights and a second buying Ex-US rights. Something to think about as we move through the summer months.
    Apr 30, 2013. 10:27 AM | 1 Like Like |Link to Comment
  • Shares of Amarin (AMRN -2.2%) slip out of the gate this morning, possibly on cautious comments out of Summer Street. The firm says Vascepa doesn't have data to support superiority compared to other fish oils such as Lovaza by Glaxo SmithKline (GSK -0.6%) which third party payers are likely to favor. [View news story]
    I am a pharma veteran with more than 40 years of experience
    Dec 5, 2012. 10:41 AM | 1 Like Like |Link to Comment
  • Shares of Amarin (AMRN -2.2%) slip out of the gate this morning, possibly on cautious comments out of Summer Street. The firm says Vascepa doesn't have data to support superiority compared to other fish oils such as Lovaza by Glaxo SmithKline (GSK -0.6%) which third party payers are likely to favor. [View news story]
    i strongly disagree - the lowering of LDL alone is an important and distinguishing benefit of Vascepa as opposed to the rise in LDL caused by Lovaza
    Dec 5, 2012. 10:40 AM | 1 Like Like |Link to Comment
  • Amarin's Dilemma: Sell Vascepa Or Sell Itself? [View article]
    May I suggest another option that falls under the partnership category?

    It's called divide the world and conquer.

    Sell Rest of World (ROW) Vascepa marketing partnership rights to another company a restriction for the current label. Upon obtaining additional indications- the terms change to favor AMRN based on the additional revenue.
    US Rights - partner with a second big pharma for them to handle the Mass Market audience of GP's, etc while Amarin deploys 250 reps to cardiologists and cardiology intensive special markets. Revenue sharing to shift more favorably to Amarin with new indications.
    You know have worldwide coverage, limited costs, additional revenue and can pick your time when to sell the company.
    Nov 16, 2012. 10:00 AM | Likes Like |Link to Comment
  • Buying Amarin For Acquisition Potential And Value [View article]
    Joe addressed the insider trading question during the last teleconference. He said he made a decision months in advance of the the PDUFA date to sell 5% of his AMRN stock holdings. He is 95% IN.
    Sep 7, 2012. 08:11 PM | Likes Like |Link to Comment
  • Will GlaxoSmithKline Purchase Amarin? [View article]
    Big Pharma will want to buy this product before the end of the year because they will want to set the product launch strategy which plays a significant role in establishing the products sales curve.

    Excellent article puts many issues in proper perspective.
    Aug 2, 2012. 11:04 AM | Likes Like |Link to Comment
  • Will GlaxoSmithKline Purchase Amarin? [View article]
    Excellent article !
    Puts all the many issues in proper perspective.
    Big Pharma has to come up with some significant additions to their portfolio soon.
    Expect them to want to make a purchase before the launch date so they can set the strategy for the products launch.
    Aug 2, 2012. 11:01 AM | Likes Like |Link to Comment
  • Amarin Must Be Acquired - And There Are Plenty of Potential Suitors [View article]
    30 year Pharma guy
    Jul 23, 2011. 10:23 PM | Likes Like |Link to Comment
  • Amarin Must Be Acquired - And There Are Plenty of Potential Suitors [View article]
    J & J is holding record amounts of cash right now!
    Novartis is losing its cardiovascular blockbuster drug, Diovan, and the CEO says it is looking for "bolt on" products!

    Think it may be sold like Lovaza? One buyer gets US rights (GSK) and another gets rest of world (Abbott) Both sales equal

    You could also sell Mass Market rights in the US while Amarin keeps specialty market

    Lots and lots of possibilities!
    Jul 23, 2011. 10:21 PM | Likes Like |Link to Comment
  • Jefferies Has Buy Rating On Amarin Corporation (AMRN) [View article]
    We all hope for good data but let's not lose sight of the fact that AMRN's product is already better than Glaxo's Lovaza in both effect and patent protection. Glaxo saw fit to buy Lovaza from Reliant for a couple of Billion USD $$$. I think the price should be in the $12-$15 range based on where it is today ...and stay there no matter the outcome of ANCHOR. In my opinion . good results from ANCHOR would push it into the $20-$25 range.
    Where is the risk? The product is safe <10% dropout rate, time tested-read the Japanese Jelis study- and it works better than Lovaza.
    FDA will approve based on what it known today. The only question to answered is the $ per share price going forward. You can bet Big Pharma needs this product!
    Mar 22, 2011. 04:51 PM | Likes Like |Link to Comment
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