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AstraZeneca PLC Message Board

dendreonpro 49 posts  |  Last Activity: May 19, 2015 8:19 AM Member since: Jun 8, 2010
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  • Reply to

    Barons Article by Edward Wright

    by bagenj0091 May 18, 2015 3:46 PM
    dendreonpro dendreonpro May 19, 2015 8:19 AM Flag

    They may have .......... what's the point? I sold in April 2010 at $48.

  • Reply to

    Barons Article by Edward Wright

    by bagenj0091 May 18, 2015 3:46 PM
    dendreonpro dendreonpro May 19, 2015 6:31 AM Flag

    I guess freedom of speech also applies to not only AMRN but also to its posters. I can't figure out why all these knucklehead posters end up here on this board. This has gotten to be a real circus with new acts every day. Yahoo should also make these folks take a spelling test. If you can't spell C-A-T, then you shouldn't be allowed to post.

  • Reply to

    NCE Judge Moss timing...relax

    by williams4076 May 18, 2015 7:47 AM
    dendreonpro dendreonpro May 18, 2015 8:16 AM Flag

    Get off it !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
    Do you know how stupid you come across????????????????????????

  • Reply to

    NCE Judge Moss timing...relax

    by williams4076 May 18, 2015 7:47 AM
    dendreonpro dendreonpro May 18, 2015 8:08 AM Flag

    I'm not sure that is what's in play here. "We" tend to look at some of the Amarin legal and regulatory issues through rose colored glasses and look where we are today. I tend to believe there will be some type of legal compromise here. If you assume Judge Moss intends to maintain the "regulatory framework" and allow the FDA to save face - that is the most likely outcome. He attempted to propose such a compromise during the argument phase.

    If you're so convinced AMRN has won this hands down, could you please outline your case in bullet points using facts of law rather that your opinion? Thanks.

  • Reply to

    NCE

    by dendreonpro Feb 17, 2015 3:40 PM
    dendreonpro dendreonpro May 14, 2015 9:45 AM Flag

    I think YOU need to justify your claim of $5million in litigation? What's the hourly rate of Covington & Burling? Where do you coming up with your sum-of-the-parts figure?

    "Goofy goodwill"? There are deals made every day based on goodwill. In fact, it's a major component that drives many acquisition - especially in biotech. Patent strength and regulatory protection is what protects many mega drugs. Care to ask AZN what the value of this means when they paid $443 million for Omthera and they can't even launch their lead product Epanova. Care to put a price tag on that????????

  • Reply to

    NCE

    by dendreonpro Feb 17, 2015 3:40 PM
    dendreonpro dendreonpro May 14, 2015 8:20 AM Flag

    Two million or $5 million to litigate NCE? ? Wow, I don't know where you developed that fee structure. I'm sure management evaluated all this prior to submitting the suit. This has also gotten to be a chess match between AMRN and the FDA on many fronts. Also exclusivity could either be 5 years to approval date or from Judge Moss decision date - that is part of what we'll find in his opinion. Nonetheless, there are currently five companies waiting to file a 505-B. A five year NCE window will 1 - Postpone patent litigation and 2 - Create significant goodwill if we see an early stop and follow up buyout. This is more strategic than you understand and can't be translated into a 3 cents per share mentality.

  • Reply to

    Projection

    by cyliu1222 May 11, 2015 11:42 PM
    dendreonpro dendreonpro May 12, 2015 4:56 AM Flag

    Good to see you on this board posting informative stuff. I still monitor hoping for new nuggets on AMRN but due to a lack of current events, it remains a zoo mentality. I think things we change when we approach 967.

    Just an impression on scripts - or lack thereof. It continues to amaze me that Lovaza was once a $1 billion dollar seller in this market - Marine. Tough to get traction and GSK had a ton of off-label sales with obvious selling into the 200-499 market without any retribution from the FDA. AMRN's inability to differentiate with slow growing market share suggests the clinical profile of LDL-C and reduced inflammation are not resonating. This will continue to be a struggle in spite of Tier II.

  • Reply to

    JELIS / REDUCE-IT

    by rafunrafun May 10, 2015 12:56 PM
    dendreonpro dendreonpro May 10, 2015 2:09 PM Flag

    With all due respect, I wouldn't suggest posting any of those types of questions here. All you have left are the OTC guys, commercials and bashers. All intelligent conversation about AMRN and V can be found in IHUB. This board is pretty much a zoo except Keystone script numbers. Good luck with feedback.

  • Yahoo needs to give Edward from IHUB admin rights on this board so he can clean things up.

  • Reply to

    Banned Posters On IHUB

    by dendreonpro May 1, 2015 7:35 PM
    dendreonpro dendreonpro May 1, 2015 7:50 PM Flag

    I don't think that's entirely right. I just commented on the board that BB was banned and all my posts were removed. There's been a total of seven banned posters over the last week.

  • dendreonpro by dendreonpro May 1, 2015 7:35 PM Flag

    Some of you have commented on the number of IHUB posters that have been banned over the last week. While this is pure speculation, I think there's an explanation for what has been going on. As most everyone knows, Amarin is one of the most polarized stocks in biotech and possibly the overall market. AMRN followers are activists and have generally used the IHUB forum to post their angst toward the FDA over the SPA, adcomm and the regulatory process surrounding NCE. Recently, there was correspondence submitted to members of the US Senate prior to Janet Woodcock's appearance before a committe/sub-committee. Several members on IHUB used the board to colloborate and draft a letter . In addition, contact information for several senators was also exchanged and phone follow up was also made (as I understand it) As it turned out, Woodcock's appearance didn't address any of the issues outlined in the letter. It was merely a dog-n-pony appearance. I do believe the correspondence sent by AMRN followers rubbed someone the wrong way and some of these posters (BioBill and others) were banned by the IHUB administrator.

  • Reply to

    The Jelis Study

    by frenzychess May 1, 2015 1:49 AM
    dendreonpro dendreonpro May 1, 2015 8:51 AM Flag

    Such lipid disorders are extremely rare??????? CVD is the #1 kiiler in the US. Listen ...... tired of your rambling on. Go ahead and take your OTC fish oil and forego blood work to cut cost if that's your argument. I've been taking V since Feb 2012 and will continue to pay $9 per month through 2015. After that I pay Tier II which would be roughly $30 per month.

    The facts going forward are this. AMRN share price will continue to move upward as we move in 2H 2015 in anticipation of RI. Some say AMRN will be close to $5 by EOY. The company may or may not get NCE designation - we will soon know. If you invest in AMRN, you will probably then be able to afford a couple of Dr. visits by the EOY and possibly have some cash left over for bloodwork. You also need to research lipidiology. It appears Stonepine and other have already. Also, good luck with all your OTC products - including fish oil.

  • Reply to

    The Jelis Study

    by frenzychess May 1, 2015 1:49 AM
    dendreonpro dendreonpro May 1, 2015 7:47 AM Flag

    You do need a prescription to get pharma grade EPA for high trigs or choose to take it for the benefit of inflammation reduction. Many of these people also have other lipid disorders in addition to elevated trigs and require the care of a physician. In fact, a new speciality has emerged in the treatment of treating CV disease called lipidology. I currently pay $9 per month for Vascepa with the co-pay program.. What's your price???????????

  • Reply to

    Adcoms for PCSK9 Inhibitors?

    by koleminer1 Apr 29, 2015 6:09 PM
    dendreonpro dendreonpro Apr 29, 2015 7:45 PM Flag

    Seriously dude, you need to do your homework. Research the cost, profile and market for these drugs. There is so much stupid, uneducated stuff posted on this board. Yahoo needs to shut her down!!!!!!!!!!!!!!!!!!!!!!

  • Reply to

    AMRN is looking for chasers today

    by stocks2011535 Apr 21, 2015 9:51 AM
    dendreonpro dendreonpro Apr 21, 2015 10:03 AM Flag

    I didn't - you referenced it in your post (MM). Do you know what MM stands for?

  • Reply to

    AMRN is looking for chasers today

    by stocks2011535 Apr 21, 2015 9:51 AM
    dendreonpro dendreonpro Apr 21, 2015 9:54 AM Flag

    This is a market movers day? On this volume? Please explain your rationale?

  • Reply to

    going to pop here soon over $3.00

    by johnhancoque Apr 21, 2015 9:02 AM
    dendreonpro dendreonpro Apr 21, 2015 9:50 AM Flag

    It will depend on how Judge Moss decides this case. If AMRN get a NCE positive retro to July 2012, then we'll probably see $3.00 - $3.25. If it dates from decision then $4.00 is possible.. If he rules in favor of FDA, we'll probably drop below $2 for awhile.

  • Reply to

    CHERRY Study Results May 2015

    by dendreonpro Apr 21, 2015 7:50 AM
    dendreonpro dendreonpro Apr 21, 2015 9:26 AM Flag

    Said this before on this board - people with high intelligence talk about ideas. People with average intelligence talk about events. People with low intelligence talk about other people. If fact, when you talk about others, you can't even get your information correct.

  • This will be a major catalyst for RI - either way.

  • Reply to

    Wonder how much longer the wait will be...

    by fsulevine Apr 20, 2015 1:15 PM
    dendreonpro dendreonpro Apr 21, 2015 7:49 AM Flag

    I did a little research on this topic and you can Google it as well. According to some in the judicial system, an opinion can be rendered within 60 days and in some cases as long as 90 days. I also talked with a couple of local attorneys and they provided the same general feedback. The duration - quick vs short - doesn't suggest the outcome will favor either the plaintiff or defendant. If fact, a case involving this type of complexity requires legal research and writing of opinion. I think Judge Randolph Moss knows the precedence involved in this case and consequences moving forward.

    I also did a bit of history search on Judge Moss. I was primarily attempting to look at his judicial record. I discovered he was actually appointed by President Obama in October 2014 with a JD from Yale. He was confirmed by the US Senate by a 55-45 vote that basically ran down party lines. This has been a little concerned however many on the bench don't necessarily vote based along party lines - just look at the Supreme Court. I also looked at the Waxman-Hatch act which much of this case is centered around. It was somewhat interesting that the bill was sponsored by a democrat and republican - so it shows that it was reached by cooperation across the isle. The key to this outcome - I believe - centers around the intent or meaning of the Waxman-Hatch vs. how the FDA has re-interpreted it. Specifically, will Judge Moss view NCE as a mixture undefined or moiety broken down?

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