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AMAG Pharmaceuticals, Inc. Message Board

  • rdlmental rdlmental May 7, 2009 9:44 AM Flag

    talking to myself!

    Nice pop this morning.

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    • <<Got to be approved first! We will see? Just my thoughts>>

      I thank you for your thoughts.
      You have a good weekend as well.

    • RDL: Same thing happened on BMRN approval of Kuvan (almost seemed ordained). Not much shorting activity (see the handwriting on the wall versus a DNDN situation?). Kuvan was an orphan drug with a high price for the drug but a small treatable population (again an orphan drug. That approval was widely seen as a pretty safe bet for baby bio based on the common indicators in this wacky market space!.

      The chances looked extremely high for BMRN and it acted much in the same manner within weeks of approval "as AMAG is now". The AMAG drop a while back before this prolonged run-up has an errie similar feel-same in BMRN along a similar timetable pre-approval.

      Now AMAG has potential patient populations to treat that are much larger than BMRN did. Both managements of these companies also appear to have a good working relationship with the FDA and thats a critical point overlooked in these plays by many.

      In addition, BMRN had a delay, but it was just because the FDA needed a little more time (labeling finalization)and the PR on it was concise and up-front!

      Look at DSCO-they have 2 complete response letters per year and never get it worked out. Sure the FDA rolls their eyes at this company having to deal with them endlessly. Poster "Xwave" has documented the same crap in the ticker CRME. Relationships make a difference in the regulatory cycle!

      I believe that AMAG is following the same general pattern as BMRN did. I am solidly confident here, but one never should say never! I guesstimate a decent PPS pop when/if the approval comes.

      I will then likely sell, wait for a pullback, monitor their commerialization, and maybe jump back in later?

      I am very sure several bigger fish will eyeball this "bait of a company" sometime post-approval-not sure how the timeline will work though? My wife works for a big pharma and they hunger bigtime for portfolio additions-its getting rabid there! The big boys are getting desperate in 2009 to cover their patent/sales problems!

      Got to be approved first! We will see? Just my thoughts-JMO!

      A good weekend to you!


    • <<If it drops too much, I may add, but that does not appear to be happening lately---LOL!>>
      It doesn't seem to be dropping at all. It also seems to be operating outside of a lot of manupulation some stocks deal with (DNDN).

    • RDL: Been trading it for several months.

      Now I hold with my latest buy and wait for the decision. Do not wish to risk being out upon news. I sense its getting closer.

      The next six months of action depend totally on the FDA and what they say? It would seem AMAG are pretty prepared to roll this out quickly with an approval. Every other issue absent labeling is winding down to me. Not saying labeling is a problem-just usually part of the endgame!

      I believe this could get approved "anytime" within the next several weeks (next week-the week after-next month).

      Guess: Maybe finalizing labeling and paperwork right now?

      Nothing for me to do but wait for the gods of clinical knowledge (FDA) to speak! If it drops too much, I may add, but that does not appear to be happening lately---LOL!

      10 years of investing in biotech and 30 years of drug development experience tell me the odds here are very good! I don't give refunds though--LOL. Its the FDA.

      Best regards and good luck


    • <<Just a waiting game now.>>
      How long have you been in this stock? What's your best quess for the next six months of action.

    • It is a nice pop but will it hold?

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