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Amarin Corporation plc Message Board

  • supradsw supradsw Aug 8, 2013 6:05 PM Flag

    GIA or not to GIA, thats the question.

    Im thinking that Joe/Amarin actually think they can GIA because they will automatically get alot more sales/revenue on Anchor approval (stated on the call that the physicians are largely the same as the Marine indication) and alot of Lovaza off-label will switch to Vascepa On-label. This means they could expect a large increase in sales without further sales-force and grow organically as revenues increase. This would be a great scenario for investors also. I've been thinking this could be a path, and after todays call, i got the feeling that mgmt is considdering this, unlesss there is "an offer they cant refuse".

    Sentiment: Strong Buy

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Hi Supra, yes indeed, once ANCHOR comes Lovaza goes. It's just sitting there plain as day and was expanded upon in the CC. Everything that is currently hindering V sales will flip flop and hinder L sales immediately. You don't need a marketing campaign to tell a patient to switch when they have to spend an additional $200 for their L prescription when V is superior and saves them that amount. The advisory committee will be the early messenger, the insurance switch will be the enforcer. AMRN doesn't need a partner to remain viable. They might just as well keep everything..

      Sentiment: Strong Buy

    • he also said,, most importantly... I think the possibilities are all the same... its the same as saying .. and he was saying.. bo is here soon..

    • The market size for Anchor will not change whether they go it alone or not. What changes is how fast they could penetrate the market if they had a large sales force in place vs continuing to build their own.
      I believe mgt learned their lesson from all the buyout / partner talk from before. Better to focus on biz and prepare to go alone even as you look to partner.
      With and FDA approval in hand they are in much better position to find a partner/buyer or access financial market for $$$ to ramp up if necessary.

    • agree no mention of partnering, plus long term they keep tons more money. ARNA loses 66% by having a partner. Since we are at 52wk low anyhow, I say use GIA startegy and keep all the dough

      Sentiment: Strong Buy

      • 2 Replies to alabamatigers11u
      • With the Marine launch, Amarin has already done alot of the "heavy lifting" for Anchor launch, tier2 coverage already in place by Q1 2014 and i estimate 15k+ doctors already prescribing V. Just less restrictions + massively larger patient base. Cash burn is going down, even with 200 more reps (and increasing sales) they will have cash for a year and with anchor they can keep adding reps and revs, still can reach cashflow positive on their own imho. Most value for investors.

        Sentiment: Strong Buy

      • Agree.
        No more B-sheeet in this CC.
        Pretty good.
        The day you have a partner..... we'll know.... amen.
        Until now, just focus on your targets.

        Positive about the overall realism.
        Positive about specifics about ANCHOR NDA.... not linked to REDUCE-it outcome data... said and written.
        All those who invented that Anchor won't get approval until Reduceit outcome, get lost!
        Positive also about the comment on last secondary..... straightforwardness.... no more b-sheet.

        More confident now.
        Not interested about pps in near term.
        The game changer is Anchor, and brings none of those "fake" issues.


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