Just wondering if anybody else has the same thoughts:
1. Development Program
Graphic suggests that ANCHOR NDA is complete? This may be moot given the timing that has been indicated for submission; however, is there any way to check if in fact it has been submitted? In the past Amarin has announced such things a week or so after the actual event.
2. Vascepa website
To me, this still seems like unfinished business or is just sloppy, or....
Given that there has been an official launch, the Vascepa site seems “underwhelming” in its color, graphics and content. One gets kicked to the Amarin site but again, it seems like they make it hard to obtain information. You would think that there would be far more “in your face” info about the drug and benefits (vis a vis competition) , and a “make an appointment with your doctor - NOW” sort of message.
Looks to be updated 1-25-2013, the sNDA for Anchor and the wording at the end of the Anchor statement is new. No the sNDA is not filed yet, the site is updated to reflect when it will be filed in the next few weeks.
2. The Vascepa site is set up nice in my opinion. Factually, a hell of a lot better than the Lovaza site, which removed all of the marketing material.
Half seriously:-), are we talking about the same website? For Vascepadotcom, I get a mostly black screen with a very boring white square. Eventually, I get taken to the Amarin site with not very obvious safety and prescription info and a PR about the launch. If I’m inclined, I can study a number of scientific articles but I don’t think that your average “lunch bucket guy” would understand or make the effort. So much potential is lost in my opinion. If I click on the obvious “click here for more info, I go back to the black screen!
Also, imo, the company needs to make a decision as to whether they are marketing Amarin or Vascepa as the thing that will stand out in the minds of consumers. But maybe it’s all moot if Amarin gets bought out and the new owner renames the drug??
Market up 121 pts and we're down again...Either up or down .07 it seems just about every day.
This is now a show me stock. I agree with one of the posters here who said even NCE will not be a big deal. A buyout is so far remote for now it's ridiculous.
All focus will be on out of the box Vascepa sales. If they are bad they're going to crush the stock even more. If they're decent, the stock should hold and hopefully move up in the coming months as sales improve.
Only thing that will move the stock up will be strong and improving sales of Vascepa, each and every quarter going forward. No one but some people here are looking at this stock as a 3-5 year hold. Too many other stocks doing well right now, and this bull run will not last forever. Market will give this name more like 3-6 more months. Let's hope management can put everything together and make a go of this GIA decision.