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Metabolix, Inc. Message Board

akanz2 593 posts  |  Last Activity: Mar 27, 2015 11:05 PM Member since: Feb 12, 2012
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  • Reply to

    The China Syndrome (The truth be told)

    by zumantui Feb 27, 2015 7:39 PM
    akanz2 akanz2 Feb 27, 2015 8:47 PM Flag

    Zumantui ...first post and so informed ????
    Not related to that demon of deep diving due diligence ..Zumantu .. by chance ?
    As you know ..you are misinformed about Statins ..simply ask Dr Ballantyne ( Anchor trial ) or JL's buddy at the Cleveland Clinic ...Dr Nissen
    But lets not go there !
    Eddingpharm has a US office at Westlake ..Nth LA ...in case your buddy Ajax wants to drop by . They seem intent in bringing high quality meds into China ..and the rising 1% ..( ie millionaires plus ) there can certainly afford Vascepa .
    So just to be clear ...Reduce It is about added benefit from adding Vascepa to Statins .
    Its not about ...instead of Statins ...just in case you forgot that fine distinction....:-)
    Oh, about 30m people in the US use Statins ...so that should keep Amarin busy for awhile , if RI is stopped at Interim
    AK

  • akanz2 akanz2 Feb 27, 2015 4:01 PM Flag

    Eiretekk
    On behalf of the long time longs ...thanks for those congrats.
    You always wanted Reduce It cancelled .
    Have you come around to the view that its all about Reduce It and especially interim data ?
    The story on Amarin / Vascepa has always been about Cardiovascular benefit . The up front payment helps them get to Interim data .
    Interim data will tell us if Vascepa is a block buster drug or at best another Lovaza ( in terms of market penetration )
    AK

  • Reply to

    Andre and other longs

    by nboy1415 Feb 27, 2015 10:45 AM
    akanz2 akanz2 Feb 27, 2015 1:28 PM Flag

    nboy
    Many who use technical analysis will look at the following
    50 day ma is just above 50
    Short term support ( monthly ) at 57

    The most important fundamental info to be reported on near term , IMHO is the 009 data , late March
    That will give up the upper range of possible treatment ...ie whats the highest LDL level ,that max dose Crestor , max dose Zetia and max dose ECT combined, can reduce to get LDL levels under 70
    IMHO , those at serious risk , previous MI , family history , diabetics , diagnosed coronary heart disease etc ....the aim is to to get LDL levels under 70
    This is the PCSK9 target population ....primarily hetero FH who will have many of the problems mentioned above .
    The better the 009 data , the bigger the range of potential treatment population ......will directly affect PPS
    AK

  • akanz2 akanz2 Feb 26, 2015 11:14 AM Flag

    Key
    Another interesting thing about this deal is that Eddingphram went with Vascepa instead of Epadel .
    Epadel is OTC in Japan .. ( has about 2% DHA vs 0% DHA for Vascepa ).
    Its going to be very interesting to see how they market this ....ie as a US FDA approved product that they will sell to anyone concerned about heart disease ?
    I was concerned about the push back from some healthcare providers in the US , re coverage ..UHC/CVS for example . This deal helps alleviate that concern
    AK

  • akanz2 akanz2 Feb 26, 2015 10:29 AM Flag

    Key
    The $15m up front payment may remove risk of dilution pre Interim analysis .
    Eddingpharm may market more openly to the Anchor ( TG 200-500 ) patient also .
    There are wealthy Chinese who will pay for high quality and safe products ..so there is a market
    Good news
    AK

  • akanz2 akanz2 Feb 26, 2015 12:36 AM Flag

    Correct
    Speculation is that Merck would be the most motivated as their cardio drugs come off patent
    AK

  • akanz2 akanz2 Feb 25, 2015 2:48 PM Flag

    Andre
    Believe PFE already own 4.8% of ESPR .
    I can't believe they would walk away from this IF the 009 trial shows that ECT and a Statin combo can compete with the PCSK9's for LDL reduction ...in all but the extremely high risk and very high LDL hetero FH patient
    With Crestor max dose ,you can get up to a 60% reduction in LDL...so Crestor plus ECT 1002 for those who are not Statin intolerant plus Zetia if needed , should get you close to the PSCK9 's ability to drop LDL , for far lower cost .
    Hope they had a lot in the 09 trial on max Crestor
    AK

  • akanz2 akanz2 Feb 25, 2015 2:01 PM Flag

    JL
    Using your math ..we now have 653 events if V has no benefits end of 2014
    With 7,000 patients in the trial for 2015 at a 5% event rate , we have an additional 350 events by year end ...a total of 1,003 events .
    Interim analysis is required once we hit 967 events ...so by your math , if V is NOT working we will know roughly by year end ... correct ?.
    In fact if the event rate is 5.2% ( as they calculate ) , using your math ...we will definitely hit 967 events by end of year.
    Regarding your calculations
    7,000 patients for 1 yr half on Vascepa half on placebo ... 5% event rate
    No benefit from Vascepa = 7,000 x 5% = 350 events
    now with 40 % benefit from Vascepa
    Half ( placebo arm ) is still at 5 % = 3,500x 5% = 175
    Half on V at 40 % benefit ..event rate drops to 3% ( ie a 40% improvement over the placebo rate ) = 105
    So for the 7000 in the trial in 2015 you would have a total of only 280 events
    You are already calculating 563 events with V 40% efficacy to yr end 2014 ..so we will be at 843 events by end of year ....( 563 plus 280 )
    Since the trial is blinded and all we have to go on is the numbers enrolled and the number of total events ..we should know if V is NOT working before we know how well its working
    JMO
    AK

  • Reply to

    Shorts Getting Killed....

    by golongin2008 Feb 23, 2015 2:02 PM
    akanz2 akanz2 Feb 24, 2015 5:35 PM Flag

    $130m secondary Golong .
    Is that correct ?
    AK

  • akanz2 akanz2 Feb 23, 2015 9:33 PM Flag

    PK
    While I agree that this is a bet on RI being stopped at Interim or before ...if it is stopped , it will be huge news .
    Nothing except Zetia has proven of benefit when added to Statin therapy ...and then only very modest benefit .
    If RI is stopped for 20% or better efficacy , it will create huge demand for V .
    AK

  • akanz2 akanz2 Feb 23, 2015 11:45 AM Flag

    rkd
    Omegia Via EPA is about 88% EPA vs Vascepa at 96% EPA . It has a small amount of DHA
    Its FDA regulated as a food NOT as a drug ...so quality control is not as stringent .
    Max dose reccomended is 3gms vs 4 gms for Vascepa .
    Vascepa is the gold standard ...HOWEVER ...IMHO Omegia Via EPA is an alternative for those denied insurance coverage for Vascepa .
    Omegia Via EPA does appear to have good quality standards and testing of their product vs some "fish oils " on the market
    JMO
    AK

  • Reply to

    ML Latest Report Today re Safety

    by golongin2008 Feb 23, 2015 9:56 AM
    akanz2 akanz2 Feb 23, 2015 11:30 AM Flag

    Rockon Golong ...great day for you RLYP longs
    AK

  • akanz2 akanz2 Feb 23, 2015 10:59 AM Flag

    Thanks andre
    OT Brad Loncar ( Twitter ) also likes AERI ...posted a video blog on the co over the weekend ..data out in next few months
    AK

  • akanz2 akanz2 Feb 22, 2015 10:57 PM Flag

    Andre
    I've followed some of your other posts .
    Suggest you take a look at ZSPH ...Alta Partners are big holders .
    They reduced their position some what in ESPR last week
    AK

  • akanz2 akanz2 Feb 22, 2015 10:48 PM Flag

    Gabor ..you are far to polite and patient . Suggest you don't waste your time
    Ak

  • Reply to

    New Research Questions Statin Use

    by ganj1948 Feb 22, 2015 3:50 PM
    akanz2 akanz2 Feb 22, 2015 10:38 PM Flag

    Hi Jetman
    I have a position in ISIS mainly due to their anti coagulant drug ...so thanks for the FYI .
    Re APOC3 ...Vascepa lower it by about 20% I recall .
    Re clinical trails ...been in one years ago ..done my time as a " lab rat "..at this pt I'm not interested in a chance of being in the placebo group .
    My main concern is LDL cholesterol ...as high as 312 pre Statins ...only once under 100 with max dose Crestor , max dose Zetia and max dose Vascepa combined
    Next step are the PCSK9's which I may have to consider .
    I've had a large position in ESPR because of ECT 1002 ability to lower LDL and hsCrp without the side effects of Statins ...yes there are side effects for most on high dose.

    Yes , have met patients with HoF . Most with diagnosed hetero FH in their 50's know that they have coronary artery plaques ..its how to prevent them or reduce the chance of them , rupturing in your 60's.
    Appreciate your info tho
    AK

  • akanz2 akanz2 Feb 22, 2015 9:24 PM Flag

    E
    So much to say so little !
    Amarin has already disclosed ...967th event expected to occur early / mid 2016
    AK

  • Reply to

    New Research Questions Statin Use

    by ganj1948 Feb 22, 2015 3:50 PM
    akanz2 akanz2 Feb 22, 2015 9:19 PM Flag

    Polymer ...working up to your pitch for dietary supplements ?
    I am one of about a million people in the US and Canada combined with hetero FH ...its about 1 in 300 ...so no so rare .
    In addition there are the 20m odd diabetics and 23 m with mixed dyslipidemia .
    So the numbers that can benefit from Vascepa are quite large ...plus the 4 m with very high TG's

    Suggest you google " Stabilizing effects of combined eicosapentaenoic acid and statin therapy on coronary thin cap fibratheroma " to get up to speed..

    The market is .....What can be added to Satins to further reduce CV risk ?
    We know Zetia will some what ..maybe by 6%
    Can Vascepa do more then that ?
    Regarding your DHA/EPA supplements ...they never have and never will be approved for the 24m mixed dyslipidemia market because ......you know the answer right ? ...they raise LDL cholesterol.
    AK

  • Reply to

    New Research Questions Statin Use

    by ganj1948 Feb 22, 2015 3:50 PM
    akanz2 akanz2 Feb 22, 2015 8:44 PM Flag

    Raf JL was never impressed by Jupiter . Some criticize the DMC for halting the trial to early ...but Dr Ridker ( Harvard ) was lead investigator and has defended the decision .
    Dr Ballantyne ( Anchor trail ) is also a big fan of the Jupiter trial .
    For myself ...I look at the body of evidence ...Jupiter , Prove It , West of Scotland ...and for me the evidence is overwhelming that Statin drugs can reduce CV risk , for those most at risk .
    AK

  • Reply to

    New Research Questions Statin Use

    by ganj1948 Feb 22, 2015 3:50 PM
    akanz2 akanz2 Feb 22, 2015 8:37 PM Flag

    Polymer ..your first post ...not bad .
    So are you now going to launch into a " you don't need Vascepa just increase the Statin dose ".
    For the record
    Lipitor lowers TG's by 19-37%
    Livalo lowers TG's by 13-22%
    Lovastatin by 6-27%
    Crestor by 10-35%
    I was on max dose Lipitor and still had TG's in the low 200's with HDL under 40 .....so for many , Statins alone do not remove all risk .
    My main interest in Vascepa is to increase my serum EPA levels which research indicates may stabilize vulnerable plaques better then statin alone
    AK

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