-If NCE is decided, it will be today, by 1pm eastern time.
-Kudos to AF, his articles are getting more objective and informative. Whether I agree w/ his stance on AMRNs future opportunity and how it plays out or not, he is starting to report based on fact and market opportunity, vs. emotion, so good too see. To be honest, I was shocked Adam even commented on the likes of Alex's article - Alex does not even deserve to be in the same light.
-Sure, my comment about GSK may have stirred some interest. You may remember my initial (way back) discussion on why GSK would be the best suitor for AMRN (although until now I don't believe they were fully engaged). From a marketing perspective it is a no-brainer and path of least resistance to success for Vascepa to effectively become Lovaza II. What I have heard is at very least the two companies are talking and under NDA, and that GSK has explored a different future route than current Lovaza formulation due to side effects limits and the recent warning statement that needed to be added to their label. Whether that means they will go for AMRN, not sure - but my view has certainly changed that Pfizer is in front of the line. I believe they missed their opportunity (PFE) and now AMRN has a bit more clout with granted patents and a pending sNDA for a market 15X larger than current indication.
Whether current sales fail or succeed is next to irrelevant for me, as my model and thesis on the company is based on benefits and upside from the larger indication. Admittedly, I believed that they'd be taken out before the sNDA last year, rather than after.
Sentiment: Strong Buy
It's the most SR has said as of late, I'll definatley be watching what happens in the short term. He also gave today as a good chance for NCE determination, but next month a better chance. he maintains AMRN will get NCE and says it is 99%.
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40% Feb, 60% March, immediate, significant, price movement..... where the h3ll do you get these numbers, ideas SR? Stop making yourself an iddiot. You DD is as bad/good as any other retail investor's.
People need to stop guessing on when NCE will be determined. Nobody has any clue even people like AF and SR that have contacts in the FDA. Somehow the FDA keeps a tighlip on that. The news would have been leaked already if it was going to be leaked at all.