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Amarin Corporation plc Message Board

akanz2 117 posts  |  Last Activity: Apr 17, 2014 1:43 PM Member since: Feb 12, 2012
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  • Reply to

    how many of us longs are still here

    by cincyreds57 Apr 16, 2014 10:22 PM
    akanz2 akanz2 Apr 17, 2014 1:43 PM Flag

    Hi Cincy
    I'm still here and will be as long as the Reduce It trial continues .
    I will stay in AMRN until at least the Interim Data analysis , which I hope will be disclosed to us by late 2015
    GL
    AK

  • Reply to

    Akanz2 is wrong about sub-group analysis.

    by carnegie.mellon Apr 13, 2014 10:45 PM
    akanz2 akanz2 Apr 14, 2014 9:47 PM Flag

    Carnegie
    The P value in the sub group analysis was .043 ...of course you will know what that means right.
    AMRN is a highly speculative position ...IMHO its a race between cash burn and hopefully a very +ve interim analysis .
    I don't mind if you are short ..just prefer you attempt to write reasonably informed posts to support your position.
    AK

  • Reply to

    Akanz2 is wrong about sub-group analysis.

    by carnegie.mellon Apr 13, 2014 10:45 PM
    akanz2 akanz2 Apr 13, 2014 11:35 PM Flag

    Carnegie ...for some reason I have you blocked

    To your question ...Its on Pub Med ..I'm quoting from the abstract " EPA treatment suppressed the risk of CAD by 53% ( HR :0.47;95%CI: 0.23-0.98; P=0.043 ) "

    Just relaying what the Atherosclerosis article published ...if you have a question about their numbers , suggest you take it up with them .
    AK

  • Reply to

    Where We Have Been

    by frankposting Apr 13, 2014 8:44 PM
    akanz2 akanz2 Apr 13, 2014 9:19 PM Flag

    Frank
    Great post . Appreciate the detail
    Would love to see an interim analysis by late 2015 ...Amarin can hang in there ( no dilution hopefully ) until then
    AK

  • Reply to

    What can Vascepa alone do?

    by worldchampion2 Apr 13, 2014 8:15 PM
    akanz2 akanz2 Apr 13, 2014 9:11 PM Flag

    World
    Have to agree
    Diet , exercise first then Satins and Vascepa if necessary
    AK

  • Reply to

    Misplaced Hype For Fixed-Dose Combo?

    by brian_d_burke Apr 13, 2014 9:07 AM
    akanz2 akanz2 Apr 13, 2014 8:08 PM Flag

    Brian ...missed this early post before but will now comment.
    You are completely wrong .
    CV events are caused by multiple factors ...50% of those that have CV events have normal cholesterol levels ...read that again.
    Multiple studies link low serum EPA /AA levels to CV events ...especially those in 1st yr of dialysis

    Re investing ...I have a small speculative long position .I take the drug ( Vascepa ) , I don't think much of past management BUT I think the Adcom committee made an awful decision not to expand approval pending interim analysis.
    On a risk /reward basis ...IMHO anyone with CV risk factors , diabetics , dialysis patients , family history , mixed dyslipidemea , FH etc ...should have Vascepa ...there almost no risk from taking it .
    AK

  • Reply to

    Misplaced Hype For Fixed-Dose Combo?

    by brian_d_burke Apr 13, 2014 9:07 AM
    akanz2 akanz2 Apr 13, 2014 7:37 PM Flag

    Brian
    Doubt if Amarin will spend any $ exploring a combo until at least interim data .
    AK

  • Reply to

    Misplaced Hype For Fixed-Dose Combo?

    by brian_d_burke Apr 13, 2014 9:07 AM
    akanz2 akanz2 Apr 13, 2014 7:33 PM Flag

    James ..You have confirmed my theory ...low HDL /high TG is positively correlated with high IQ.
    The question is ...is it a matter of association or causation : )
    RE your question about DHA ..suspect it will block the LDL lowering effect of EPA but have minor effect on the EPA/AA ratio or EPA's ability to lower inflammation.

    Many will argue that some DHA is good for you ...cell membrane fluidity etc ...you would know more then I .
    I thinks its more a question of cost and insurance coverage .
    BASF is known for quality and have locked up supply ( they bt Pronova and an EPA production facility in Scotland ) so expect a high quality DS alternative at least in Europe.
    AK

  • Reply to

    Misplaced Hype For Fixed-Dose Combo?

    by brian_d_burke Apr 13, 2014 9:07 AM
    akanz2 akanz2 Apr 13, 2014 7:21 PM Flag

    continued ...HDL under 40 . This high risk sub group ...EPA reduced risk of CAD by 53%

  • Reply to

    Misplaced Hype For Fixed-Dose Combo?

    by brian_d_burke Apr 13, 2014 9:07 AM
    akanz2 akanz2 Apr 13, 2014 7:19 PM Flag

    Hi Brian
    Atherosclerosis 2008 ...a follow up ...sub group analysis
    Effects of EPA on coronary artery disease in hypercholesterolemic patients with multiple risk factors

    " Compared to patients with normal TG /HDL levels ...those with abnormal TG's ( 150 ) and HDL (

  • Reply to

    Misplaced Hype For Fixed-Dose Combo?

    by brian_d_burke Apr 13, 2014 9:07 AM
    akanz2 akanz2 Apr 13, 2014 5:44 PM Flag

    Hey James
    Good to see you posting
    Since I am in that Jelis type subgroup ( High TG /low HDL ) without Vascepa or DS ( lower quality ) similar , I also hope that Reduce It reproduces Jelis or better results .. : )

    If Reduce It was stooped for efficacy and there was huge demand ..its questionable how much demand Amarin could meet .Also expect BASF to come out with a very high quality DS alternative in Europe and for you dietary supplement sales folks ...expect Omegia Via to have roaring sales if AMRIN can't negotiated generous insurance coverage for everyone. ( so I won't expect $100 B sales at AMRN ..JMO )

    In fact the one thing you dietary supplement folks should want is for Reduce It to be stopped early for efficacy as its possible Amarin could not immediately meet demand even if there was generous insurance coverage.
    Hmm ..well that would be a nice problem to have ...unable to meet demand !
    AK

  • Reply to

    Misplaced Hype For Fixed-Dose Combo?

    by brian_d_burke Apr 13, 2014 9:07 AM
    akanz2 akanz2 Apr 13, 2014 5:19 PM Flag

    Brian
    Just a quick note .
    Jelis studied a fairly healthy population . Japanese postmenopausal women ( 68% of the cohort studied ) have a very long life expectancy compared to your average pizza / double cheeseburger eating US male ...

    Reduce It is studying high risk patients .. 50% stenosis in 2 coronary arteries ( now with stents ), family hostory of CV events , previous MI and diabetics with at least one of the previous events mentioned and so on

    You failed to note that those in Jelis with low HDL cholesterol combined with high TG's saw over 50% reduction in events .
    Reduce it is NOT Jelis part 2 .....its a very different trial ....suggest you look at the 2 trials more carefully.
    Oh I should note that the Jupiter trial ( using Satins ) was stopped early

    Other then that you wrote a fairly well informed post

  • Reply to

    Misplaced Hype For Fixed-Dose Combo?

    by brian_d_burke Apr 13, 2014 9:07 AM
    akanz2 akanz2 Apr 13, 2014 12:44 PM Flag

    Pkarnett
    Yes they have about enough cash to get them to Interim analysis ( expected late 2015 /early 2016 ) if they can reduce cash burn and increase income thru their co marketing agreement .
    Worldchampion
    The loan is from Pharmakon ...most comes due in 2016
    Brian
    There are many challenges with a combo pill with Satins . Statins you are supposed to take only at night ( more effective response ) where as Vascepa is both morning and night , Insurance not likely to cover solely for convienience but there is research out there ( Ultimate trial I believe ) that shows far higher patient compliance with combo ( or poly ) pills.
    No MD "prescribes " dietary supplements . They may suggest you research DS alternatives if your insurance won't cover Vascepa .

    As it is many with great insurance coverage get Vascepa for as low as $9 a month

    My own view is that it all comes down to interim analysis ....the best case for the longs ( of which I am one ) is that the trial is stopped at that pt for efficacy.
    If thats the case then Vascepa at 4gm daily dose will be the only "fish oil " proven to reduce CV events in the (mostly ) US population studied ..any guess what thats worth ?
    AK

  • Reply to

    Question

    by mlintin Apr 8, 2014 9:41 PM
    akanz2 akanz2 Apr 9, 2014 12:26 AM Flag

    Model , friend , philosopher and guide ? ...how about the almost 10 m in stock the Uncle held ( SEC records ) back in the day that they were located in that hot bed of biotech innovation ..Reno Nevada

  • akanz2 akanz2 Apr 7, 2014 10:06 PM Flag

    Hi Nuke
    We have both been on this board long enough ..so I hope you will appreciate that this is my honest opinion .
    I,ve tried PlusEpa and Omegia Via EPA for months at a time . I also have a prescription for Vascepa .

    IMHO Omegia Via EPA provides a lower cost / lower quality option for those that need EPA but can not get generous insurance coverage for Vascepa . I believe the company sources their product from the Nth Pacific ...certainly not China .
    The one issue I have with them is that when ever I've ordered it , it's been left in a package on my driveway exposed to the sun ....not my idea of how a fish oil drug should be delivered.
    Vin Kutty ( their spokesman and co founder I believe ) writes a somewhat informed blog on the benefits of fish oils in relationship to coronary heart disease ...although some of it's off base and dated IMHO .....by the way in one blog he wrote that he used Vascepa ?
    Anyway Omegia Via EPA provides a lower quality alternative to Vascepa but also offers price competition ....which is good for patients

    If you can get Vascepa for $50 insurance co pay a month ...no need to go anywhere else ...but if you can't use Amarins coupon or get insurance coverage ...Omega Via EPA is an option
    JMO
    AK

  • Reply to

    Insight to Kowa's motives:

    by williams4076 Apr 5, 2014 5:30 PM
    akanz2 akanz2 Apr 6, 2014 11:58 PM Flag

    James
    Thanks for that post ...brief follow up on reviewing the Enhance trial etc ...mainly recommended for those with Familia Hypercholestremia and CHD ... NOT for those who can reduce LDL to target solely with Statins ...my laymans interpretation
    Appreciate the FYI
    AK

  • akanz2 akanz2 Apr 6, 2014 11:45 PM Flag

    oOo
    Rereading this post ...since I'm not a "very smart individual " as you say ..I think I'll just drag myself down to your local supplement store and have them load me up with all your supplements for hetero familia hypercholestremia ...that where your thread is going right ...why bother with blood tests and FDA approved drugs when your local supplement store can do it all....
    Hmmm Now about those people in Hawaii with liver failure from your weight loss dietary supplements ..how many have died and how many need liver transplants ...I've lost count
    AK

  • akanz2 akanz2 Apr 6, 2014 11:31 PM Flag

    0O0 ...as you know Yahoo does not allow you to link ---if it really bothers you that much look up what Obama Care Kaiser Bronze plan covers ...it is what it is ...some people pay more , some less
    AK

  • akanz2 akanz2 Apr 6, 2014 11:26 PM Flag

    Thank you WM ...a ray of enlightenment ( and education ) so often absent unfortunately on this board
    AK

  • akanz2 akanz2 Apr 6, 2014 8:52 PM Flag

    0O0
    Your comment " You have symptoms of something or are taking medications that require monitoring " ...of course .. I have a diagnosed lipid disorder and take Crestor , Zetia and Vascepa ...effect on my lipids need to be monitored.
    I don't care whether a lipid panel and blood draw is going to cost you $0 or $350 ....if you have a family history of heart disease or diabetes ...I suggest you get one

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