Recent

% | $
Quotes you view appear here for quick access.

Amarin Corporation plc Message Board

SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Gained a little market share again this week.

    Vascepa
    TR x: 11,260 (up 0.9% from 11,158 prior week; new all time high)
    NR x: 4,996 (up 1.4% from 4,928; all time high was 5,020 for WE 03/06/2015)

    For comparison...
    ................Lovaza............................................................Generic Lovaza
    TR x:......7,014 (down 9.1% from 7,715)............... 66,270 (up 0.2% from 66,154)
    NR x: ....2,185 (down 6.3% from 2,331)................ 26,554 (up 2.8% from 25,837)

  • 03/13/2015 SCRIPTS
    An interesting note about the way scripts are reported - Vascepa is reported alone under Icosapent Ethyl, whereas Lovaza (and generic Lovaza) are reported as Omega-3 acid ethyl esters. Interesting topic given this past week's court drama (i.e., judge asking the FDA why they demanded an expensive results study if this is not a new chemical entity...). Omacor is also listed along with Lovaza, but their TR x totals are only 32.

    Good relative script performance this week.

    Vascepa
    TR x: 10,979 (down 0.8% from 11,065 prior week)
    NR x: 4,976 (down 0.9% from 5,020)

    For comparison...
    ................Lovaza............................................................Generic Lovaza
    TR x:......8,902 (down 6.7% from 9,543)............... 65,958 (down 6.4% from 70,478)
    NR x: .... 2,659 (down 4.3% from 2,778)................27,095 (down 5.5% from 28,663)

  • Gained a little market share again this week.

    Vascepa
    TR x: 11,158 (up 2.6% from 10,872 prior week; all time high)
    NR x: 4,928 (down 0.2% from 4,940; all time high was 5,020 for WE 03/06/2015)

    For comparison...
    ................Lovaza............................................................Generic Lovaza
    TR x:......7,715 (down 2.2% from 7,892)............... 66,154 (up 2.1% from 64,774)
    NR x: ....2,331 (down 7.4% from 2,518)................25,837 (down 3.2% from 26,687)

  • In CC they have gone just about as far as legally permissible to tell the Street that REDUCE-IT will blow the doors down..

    ": ) JL

    Sentiment: Strong Buy

  • 03/06/2015 SCRIPTS
    Good week for Omega-3 acid ethyl esters. New all time highs for Vascepa Rx, although generic Lovaza on a tear.

    Vascepa
    TR x: 11,065 (up 4.5% from 10,588 prior week; NEW ALL TIME HIGH)
    NR x: 5,020 (up 4.1% from 4,820; NEW ALL TIME HIGH)

    For comparison...
    ................Lovaza............................................................Generic Lovaza
    TR x:......9,543 (down 3.7% from 9,908)............... 70,478 (up 13.1% from 62,315)
    NR x: ....2,778 (down 6.3% from 2,965)................28,663 (up 10.3% from 25,982)

  • 02/27/2015 SCRIPTS
    (Not to take away from today's capital raise announcement, but Vascepa TR x now exceeds Lovaza TR x.)

    Vascepa
    TR x: 10,588 (up 7.8% from 9,823 prior week; NEW ALL TIME HIGH)
    NR x: 4,820 (up 10.6% from 4,357; 2nd highest since high of 4,917 for WE 02/13/2015)

    For comparison...
    ................Lovaza............................................................Generic Lovaza
    TR x:......9,908 (up 0.8% from 9,827)............... 62,315 (up 4.3% from 59,747)
    NR x: ....2,965 (up 6.3% from 2,789)................25,982 (up 4.4% from 24,892)

  • 03/27/2015 SCRIPTS

    Vascepa
    TR x: 10,872 (up 0.8% from 10,786 prior week)
    NR x: 4,940 (up 1.9% from 4,847)

    For comparison...
    ................Lovaza............................................................Generic Lovaza
    TR x:......7,892 (down 1.1% from 7,977)............... 64,774 (down 1.1% from 65,479)
    NR x: .... 2,518 (up 2.5% from 2,457).................... 26,687 (down 1.1% from 26,995)

  • At the American College of Cardiology conference in San Diego at the 10:00 AM session today, two papers are going to be presented on the effects of EPA for the prognosis of patients with ischemic heart disease (from Japan and another from Boston). The American study was done with a mixture of EPA and DHA, but now that it is fairly well-documented that DHA raises bad cholesterol, this study will only add to Vascepa’s superiority over Lovaza, etc for the treatment of patients on a statin with a supplement of EPA only.

    As the results from the Japanese study have not yet been announced, this could be a major catalyst for Amarin this afternoon. I think that if the Japanese study shows major efficacy, then the FDA may have to come to a compromise position with Amarin regarding the ANCHOR indication. I believe that such a compromise would be to allow a label which expands to treatment of high trigs - 200 to 499, from the current label of very high – 500 and greater. Until REDICE-IT data is known, this labeling would have a caveat such as the “efficacy for cardiovascular health is currently unknown.” Such a compromise would allow Amarin to expand its insurance-covered market by at least 10-fold. Right now, Lovaza and Vascepa can be prescribed by a physician off-label only for patients with trigs less than 500.
    I am surprised that with all the pumping (both ways) going on, that these important events are not being discussed. Given the three hour difference from San Diego, early afternoon could be very interesting for Amarin.
    Best wishes to Amarin’s long-time shareholders. May our patience be rewarded…

  • Vascepa
    TR x: 11,246 (down 0.1% from 11,260 prior week; all time high was 11,260 WE 04/17/2015)
    NR x: 4,876 (down 2.4% from 4,996; all time high was 5,020 for WE 03/06/2015)

    For comparison...
    ................Lovaza............................................................Generic Lovaza
    TR x:......6,955 (down 0.8% from 7,014)............... 66,666 (up 0.6% from 66,270)
    NR x: ....2,214 (up 1.3% from 2,185).................... 26,630 (up 0.3% from 26,554) Less

  • 02/06/2015 SCRIPTS

    Vascepa
    TR x: 10,447 (up 4.2% from 10,024 prior week; 2nd highest since 10,539 for WE 12/19/14)
    NR x: 4,785 (up 5.6% from 4,533; all time high)

    For comparison...
    ................Lovaza............................................................Generic Lovaza
    TR x:......12,611 (down 11.5% from 14,250)...............64,159 (up 7.6% from 59,613)
    NR x: ....3,460 (down 11.3% from 3,899)....................26,936 (up 3.5% from 26,032)

  • The truth is, AMRN didn't need China, in fact it doesn't' need Euro zone either . What it needs is 1) terrific Reduce It results and 2) enough cash to make it to Interim. That is all. Dont waste your time even thinking about China

    They sold off a franchise in China they could never do on their own and got cash so its its a win-win. They already know R-I is tracking well, and when results are published dit wil be the biggest CVD drug in history , and in doing so making the $30B/ year stain business look like dog poo - because if you're reducing CVD by 30% ON TOP OF STATINS, its a very big deal because statins produce very little primary risk reduction to begin with , the secondary is about 25% RELATIVE RISK REDUCTION with statins - Not absolute,. You need 150 people on statins to prevent one from an MI - think about that.

    Statins are #$%$.. and you've been sold BS by BP. 4gms of Vascepa will be taken by everyone...and for more than just CVD . So, the bottom line? AMRN's valuation is about to spurt because everyone is waking up to what 4 gms of EPA does to your body . The science supporting my assertions are overwhelming and if you ask me to source, it I say its as easy as googling the words eicosapentaenoic acid scholarly articles

    go ahead I dare you to read the 64,000 studies , then I dare you to short this stock .

    Sentiment: Strong Buy

  • We see $5-7 levels in the very near future

    Sentiment: Strong Buy

  • V, 02/13/15 TRx 10,571 NRx=4,917
    Last week, 10,477 & 4,917, TRx +0.90% & NRx +2.76%

    Sentiment: Buy

  • Under the agreement, Eddingpharm will be responsible for development and commercialization activities in the territory and associated expenses. Amarin will provide development assistance and be responsible for supplying finished, and later bulk, product. Terms of the agreement include up-front and milestone payments to Amarin of up to $169.0 million, including a non-refundable $15.0 million up-front payment and development, regulatory and sales-based milestone payments of up to an additional $154.0 million. Eddingpharm will also pay Amarin tiered double-digit percentage royalties on net sales of Vascepa in the territory escalating to the high teens. Amarin will supply product to Eddingpharm under negotiated supply terms.

  • I did some computations and tried to derive a share price as AMRN heads into RI. I looked at similar bio tech's given the history of AMRN and its lead drug Vascepa. I came up with a similar - yet different - company that had a history and market cap like AMRN. The answer is VVUS. I don't want to get into all of the Vivus Qnexa history but their drug received a CRL from the FDA. In the case of Vivus, they resubmitted and received FDA approval and the share price topped out at $32. While their drugs are obviously different, the run-up to approval is quite interesting and while AMRN won't obviously receive approval as we move closer to 967, it's still a parallel worth exploring.

    VVUS has a market cap of roughly $597 million at a comparable point in time if we assume we're roughly 12-14 months away from 967 in late Q.1 or early Q.2 2016. We should be roughly $3 per share by late summer - assuming no major news - but roughly priced between $6-$7 by late fall 2015. Average daily volume will continue to grow from today's roughly 1.6-1.8 million shares to roughly 4-6 million shares daily by fall 2015. As we move into Q.1 2016 it should become interesting as shares should be roughly $6-$8 and corresponding daily volume should be 8-10 million. As we move into early Q.2 (April) share price should approach $8-$10 and daily volume should peak around 10 million. If efficacy is 25 percent, then AMRN share price should double overnight - $16-$20.

    None of the analysis assumes any potential exogenous factor such as Anchor, AZN (Epanova), NCE etc.. In developing this model, I have a 95%CI utilizing VVUS time-series share price and volume history. In addition, I modeled a "most likely" scenario 60% probability and optimistic scenario 20% probability.

  • You're smoking crack... why on earth would AMRN come even close to agreeing to this idiocy?? They have enough $ to get through REDUCE-IT, and they'll be worth 10x then.

  • 03/20/2015 SCRIPTS

    Vascepa
    TR x: 10,789 (down 1.8% from 10,979 prior week)
    NR x: 4,847 (down 2.6% from 4,976)

    For comparison...
    ................Lovaza............................................................Generic Lovaza
    TR x:......7,977 (down 10.4% from 8,902)............... 65,479 (down 0.7% from 65,958)
    NR x: .... 2,457 (down 7.6% from 2,659)................ 26,995 (down 0.4% from 27,095)

  • History 1: Esomeprazole (Brand Name: Nexium) was purified from the mixture Omeprazole (Prilosec) and become long-time #1 Seller ($6-8B per year) in US Pharma Market.

    History 2: Eszopiclone (Brand Nam:e Lunesta) was purified from the mixture Zopiclone and became #1 or #2 spill piller ($2B per year).

    History 3: Dexlansprazole )bran Name: Deliant) was purified from the mixture Lansprazole and become current #1 branded seller for treating GRED (1$B+ and growing).

    #4, 5, 6, .....

    All of the above are covered by NCE. Why not Vascerpa?

  • they change their direction every 20 minutes...they flip every 10-20 minutes and never ever follow them.
    AMRN longs should stick to your own dd(s) and believe in yourself.
    personally, i think AMRN will go a lot lot higher from here with frequent small dips caused by profit-takings.
    do not under-estimate big-boys like Baker Bros and recent tute(s) buys this year.
    they have done deep dd(s) on AMRN before they throw big monies.

    Sentiment: Strong Buy

  • Prescriptions Running at All-Time Highs

    Radio Silence From the FDA on ANCHOR Approval - Could Mean Compromise

    Dilution Met With a 7% Rise in Stock Price - Investors See a Derisked Proposition

    China Was the First of Many Ex-U.S. Commercial Partnerships That Will be Struck

    Smart Shorts are Now Covering to Avoid Cataclysmic Losses

    Thero Could Begin a Public Advertising Campaign To Build Sales and ANCHOR Support

    REDUCE-IT Now Funded to Completion

    Amarin Could Triple By Year's End

AMRN
1.89-0.03(-1.56%)May 1 4:00 PMEDT