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Amarin Corporation plc Message Board

akanz2 311 posts  |  Last Activity: 4 hours ago Member since: Feb 12, 2012
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  • Reply to

    RLYP PT $66 Wedbush

    by moramba2309 May 24, 2015 10:16 AM

    Golong
    Re AMRN ...my posting history is on the AMRN Yahoo board for who ever wants to read it .
    Specifically I owned a lot in 2010 , sold a lot in early 2011. Brought again after they were awarded a patent late 2011 and sold , by coincidence 1 day before they announced going it alone late 2012. Traded in and out since then
    In other words I've been in and out of AMRN over the years .

    Chk my posts late Oct 14 into early Nov 14 where I made the case for buying AMRN , then at 91c ...probably my largest number of AMRN shares I ever bt ....sold half on the run up to 3 to recoup cost ...chk my posts , so currently the shares I now own is free $.

    I have had my loss's ...lost large on CLSN , but usually have small positions in up to 20 biotechs that I add to if positive data comes in . My biggest wins , PCYC , ESPR, REGN and yes AMRN .
    My posting history on ESPR and AMRN is well documented on Yahoo boards.

    If you are going to continue to try and insult me ...at least try and be accurate in what you post .
    I was never intimidated by bullies as a kid on the playground , or as a worker on construction sites ....and certainly not by you on a message board.
    AK

  • Thanks for the earlier note on PRTA ...great find
    I see Lars Ekman is the Chairman of the Board and several ex Elan scientists are on board .
    I know a PHD working in the Parkinson field that I 'll try and chat with this weekend .
    But on first glance ...good early data ...looks promising
    Great find
    AK

  • Reply to

    Random thoughts on ZSPH ( subject to revision )

    by akanz2 May 22, 2015 10:07 AM

    gwin ...OT I'll comment on PRTA in a note to you on that board
    AK

  • Reply to

    Random thoughts on ZSPH ( subject to revision )

    by akanz2 May 22, 2015 10:07 AM

    gwin Interesting note on PRTA ...I'll chk it out on that board .
    I mainly concentrate on Kidney disease and Heart disease drugs altho I've held positions in BMRN , BLUE for most of the year and more recently TTPH and CEMP as well as others like ITCI.

    In the Kidney Disease space I have small positions in CCXI ( which came out with great data today on patients with diabetic nephropathy ) as well as PRTO ( which is improving patency ...blood flow ...for those needing fistullas for dialysis )
    PRTO is a thinly traded and volatile stock ...so know your risk tolerance .
    Fistulla clogging is a major problem for my wife's patients , so if this vasiodialator works it will be a big deal .
    Final data not due tho to early 2017
    AK

  • Reply to

    Insider sales

    by chiraag_19 May 27, 2015 10:45 AM

    Golong
    As a US citizen I have the right of freedom of expression ( as long as its not hate speech ).
    I intend to exercise that right ,on any public forum, on any subject ,I feel like.
    AK

  • akanz2 akanz2 May 28, 2015 2:17 PM Flag

    mp
    For a generic to actually be approved ( assuming they could get around the patents ) the process actually takes about 7 yrs ....5yrs exclusivity and then 2 yrs of paper work and review before final approval ).
    It matters if the Reduce It trial is stopped for efficacy in mid 2016 .
    Now HDGabor predicted NCE victory .
    He is also predicting that Reduce It Interim analysis will be triggered by the 967th event in the last 2 wks of Feb 2016 and that RI will be halted with 30% or better efficacy soon after .
    If that happens , then this NCE win today will be a big deal
    AK

  • Court decides in Amarins favor .
    Amarin should make an announcement soon .
    Question will be when the 5 yr exclusivity starts
    AK

  • Reply to

    Insider sales

    by chiraag_19 May 27, 2015 10:45 AM
    akanz2 akanz2 May 28, 2015 12:12 PM Flag

    Chiraag
    Glad you appreciated my input .
    Hope you find a good entry pt for ZSPH ...Barrons had a Credit Suisse note out today naming ZSPH as their favored name in the small cap space and the reasons why ...you'll see it on the ZSPH board
    Good luck
    AK

  • Reply to

    Random thoughts on ZSPH ( subject to revision )

    by akanz2 May 22, 2015 10:07 AM
    akanz2 akanz2 May 28, 2015 12:07 PM Flag

    Barrons out with a Credit Suisse note this am
    " ZS Pharma remains our favored name in the small cap space .......several factors lining up to make ZS-9 a more attractive drug ( vs Patiromer ) over the long term "
    AK

  • Reply to

    Insider sales

    by chiraag_19 May 27, 2015 10:45 AM
    akanz2 akanz2 May 27, 2015 11:41 AM Flag

    Chiraag
    I first started posting about ZSPH on the ZSPH board , March 3rd ..price at 48 around.
    I made the argument on March 26th that at $40 a share ZSPH represented a value buy .
    ZSPH now trades at a new high of around $62.
    Good luck with RLYP .
    As others have said ...the market is probably big enough for both ZSPH and RLYP .
    I just prefer ZSPH for the reasons I have laid out , on the ZSPH board
    AK

  • Reply to

    Random thoughts on ZSPH ( subject to revision )

    by akanz2 May 22, 2015 10:07 AM
    akanz2 akanz2 May 27, 2015 11:31 AM Flag

    Hi gwinarski
    Believe you have held ZSPH since early March .
    Well done .
    I still expect ZS-9 to become 1st in class , go to drug for hyperkalemia and I still hold a large ( % of portfolio ) position .
    But its also had a great run the last month ,so some profit taking by those that trade , or just because of a general market sell off , would not be unexpected .
    Good luck
    AK

  • Reply to

    RLYP PT $66 Wedbush

    by moramba2309 May 24, 2015 10:16 AM
    akanz2 akanz2 May 26, 2015 11:30 PM Flag

    Moramba
    Where are you seeing these purchases .. There are no Form 4 SEC filings posted on purchases. All I'm seeing is sales of RLYP.... Form 4 filings , on Schwab
    AK

  • Reply to

    RLYP PT $66 Wedbush

    by moramba2309 May 24, 2015 10:16 AM
    akanz2 akanz2 May 25, 2015 9:34 PM Flag

    Moramba
    Well I guess Orbimed and Klaus didn't get Wedbush's message
    Orbimed Advisors just sold 1,457,551 shares
    Director Ventinger Klaus has been a consistent seller .
    So if they are selling , why are you buying ?
    AK

  • Reply to

    Acadia Vs. Intra-cellular: Product differences

    by naturallaws1 May 16, 2015 10:39 AM
    akanz2 akanz2 May 23, 2015 4:13 PM Flag

    Crecy
    I'll answer my own question ...From Medscape the CATIE trial ...74% of patients discontinue anti psch meds soon after initiation .
    So theres definitely a market for an effective drug thats better tolerated
    AK

  • Reply to

    Acadia Vs. Intra-cellular: Product differences

    by naturallaws1 May 16, 2015 10:39 AM
    akanz2 akanz2 May 23, 2015 3:59 PM Flag

    Crecy
    Do you have any figures on how many prescribed the Schizo drugs you mentioned ...stop taking them .
    Ie The Non Compliance rate .
    That is the big issue that I hear from those whose relatives are on these meds ...keeping them on them

    ITI-007 does not seem to have many of the side effects associated with these other drugs , therefore I would expect MD's ( and families ) to push for its use , if it generated higher compliance and equally or better efficacy .
    I'd be interested in your opinion
    AK

  • Reply to

    Random thoughts on ZSPH ( subject to revision )

    by akanz2 May 22, 2015 10:12 AM
    akanz2 akanz2 May 22, 2015 2:17 PM Flag

    Patiromer is a good drug on all accounts . Its just that ZS-9 appears to be slightly better .
    The difference for Acute care is noted by fully examining the details in the posters presented re patients on RAAS inhibitors at the recent ASH......posters presented by both companies
    AK

  • Reply to

    Random thoughts on ZSPH ( subject to revision )

    by akanz2 May 22, 2015 10:12 AM
    akanz2 akanz2 May 22, 2015 12:18 PM Flag

    Well a quality post from Golong ( thats meant as praise by the way )
    With Patriomer and CKD patients on RAAS inhibitors HK ( hyperkalemia ) recurred in 20% of the patients .
    To date we have not seen that happen with ZS-9 ( but data is limited )

    So , my feed back is that Nephrologists will first prescribe ZS-9 at 10mg dose to these patients ...more effective at maintaining lower potassium ( based on data to date ) with fewer adverse events . .
    If Patiromer is priced lower then ZS-9 , then insurance Co's may require MD's to try Patiromer first and only prescribe ZS-9 to those where HK reoccurs ...thats a risk for those long ZSPH

    Its not only a matter of which acts fastest ( ZS-9 in Acute Care ), its also which one maintains a lower Potassium level over time with fewer adverse events ( ZS-9 in Chronic care at 10gm dose )
    and its also a matter of pricing / insurance coverage of both products ....and that we don't know yet
    AK

  • On the ZSPH board
    Hat tip to Golong for first to post JPM upgrade
    AK

  • As some of you may notice , I often comment on potential treatments for hyperkalemia ( high blood potassium levels ) on both the ZSPH and RLYP board .
    These comments are informed by my research into the area and the fact that I able to get feed back on my thoughts from my wife who did Kidney disease research at Yale and currently works with dialysis patients at a major hospital.
    So my random thoughts
    1) ZSPH has had a huge run recently , largely driven by a careful reading of the research presented at the ASH conference ...see earlier posts on RASS inhibitors
    2) ZSPH has now hit what I remember as JP Morgans recent price targets ...so for those who are trying to trade this , some profit taking before a long week end would not be unexpected
    3) If any company is set up to be sold , its ZSPH . Look at the history of their major backers Alta Partners . One of the partners is the Chairman of the Board at ZSPH ( this is from memory , not chking notes at present ) . No recent insider selling that I'm aware of and yes ZSPH would make an ideal bolt on buy for Amgen who are already major players in the Dialysis / Kidney disease market with their Epogen
    4) ZSPH will announce the filing of their NDA ( New drug Ap ) with the FDA next month. By the time they are up for approval they will have the most extensive data base on HK treatment , with the longest studies ( most double blinded ) , with the most patients
    5) ZSPH will not be first to market , but their drug ZS-9 at 10mg dose will become the "go to " drug for this market ....and thats what the recent run up is telling you .
    JMO ( open to revision )
    AK

  • Reply to

    AK's A Wolf In Sheep's Clothing....

    by golongin2008 May 21, 2015 3:02 PM
    akanz2 akanz2 May 21, 2015 7:59 PM Flag

    Agree that "cheerleader "was a poor choice of words ..." pounding the table " appears to be a more accepted expression
    AK

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