L******4
发帖数: 21 | 1 The ANCHOR trial: A multi-center, placebo-controlled, randomized, double-
blind, 12-week pivotal Phase 3 study in patients with high triglycerides (≥
200 mg/dL and <500 mg/dL) who were also on statin therapy. 702 patients were
enrolled in this trial. The primary endpoint in the trial was the
percentage change in triglyceride level from baseline of Vascepa-treated
subjects compared to placebo after 12 weeks of treatment. In April 2011,
Amarin reported top-line results from the ANCHOR trial. The A... 阅读全帖 |
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g****e
发帖数: 1426 | 2 Just for those still holding HZNP and AMRN to share some of my thoughts:
HZNP: if you believe the approval price should be $9-10, then after 20min
dilution the optimum price should be about 9x33.7/55.7= 5.65 or 10x33.7/55.7
=6.28. So its price could go lower plus short seller.
AMRN: It's price will come back. I think buy-out is most likely in very near
term (after NCE news). Due to huge market potential billion blockbuster and
lack of sale force, it will be bought by gsk like big pharma. Vascepa... 阅读全帖 |
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j****7
发帖数: 786 | 3 FDA division won't reinstate SPA for Amarin's Vascepa
The FDA's Division of Metabolism & Endocrinology Products has told Amarin (
AMRN) that it doesn't plan to reinstate a special protocol assessment
agreement (SPA) for a trial related to the expanded use of the
biopharmaceutical firm's Vascepa drug.Amarin intends to appeal the decision
to the FDA's director of the Office of Drug Evaluation II.The FDA had
originally allowed the SPA, but rescinded it in October, saying that it
would no longer con... 阅读全帖 |
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N****n
发帖数: 294 | 4 EPA，鱼油的一种，参见Vascepa临床实验结果。如果有保险，你可一找医生开Vascepa
。鱼本身不合成EPA，但可以富集。据说转基因油可以制作象EPA鱼油的植物油，那时候
吃油条就好啦。 |
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h****s
发帖数: 16779 | 5 深海鱼油可不止是保健品。 高剂量的深海鱼油是FDA已经approve的处方药，叫vascepa
，降血脂的。 平时吃的鱼油只是剂量较低，纯度较低。
楼上们说的都是保健品，没有确切疗效，与其这种虚假的心理安慰，不如少喝点酒真正
促进健康 |
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T*C
发帖数: 5492 | 6 Shares of Amarin (AMRN +2.1%) return to earth since spiking higher earlier
this morning after its marketing website inadvertently circulated a report
that Amarin's AMR101, or Vascepa, will be approved. The company acknowledged
the error, saying that says no determination on AMR101 NDA has yet been
made by the FDA, adding that information on the site was outdated and should
not be relied on. |
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g****e
发帖数: 1426 | 7 Investors expect NCE news along with approval of vascepa(the management said
could be together). I don't think the labeling caused the sell off of AMRN,
the label is expected to be based on MARIN clinical studies, Anchor studies
will be included on label by sNDA which should be a standard process. Just
my 2 cents. |
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g****e
发帖数: 1426 | 8 Watching AMRN, it seems the train is taking off. Its value is there and
getting great attention. Big money is buying. If you don't know Vascepa
market potential value, think about Lipitor. It is a blockbuster opportunity
and multiple billion $$$ annual saleat peak. AMRN has no sale team and are
not capable to build it, buyout(@20s short term) is the only outcome. Don't
miss the opportunity,buy and hold.
I am looking for ARNA like companies(>100% upside) for investing/gambling,
highly undervalued... 阅读全帖 |
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g****e
发帖数: 1426 | 9 Had nice net gain (>10%) on these 3 biotech stocks this week. No plan to
sell AMRN & AEGR yet, maybe sell DCTH on NDA submission news.
Here are my reasons for the uptrend for these 3 stock:
AMRN: buyout speculation and huge potential market of new drug vascepa!
AEGR: insider bought, oversold, rich cash(>100min) and upcoming PUDFA
catalyst!
DCTH: NDA submission news next week, insider bought!
None of these stocks will need dilution to raise cash in near term(say 1.5
months), will buy any dip.
Do ... 阅读全帖 |
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g****e
发帖数: 1426 | 10 Just want to share some thoughts on recent biotech stocks bought or
currently holding:
AMRN: since all in, sold all @ mid 14. Re-enter below 13 and added more this
Friday. Performance +. Looking for buyout and recongnition of the
blockbuster market potential of its drug vascepa.
CPRX: sold in mid 1.3 with loss. Performance -. Dilution and its
questionable ownership of the drug keep me away from re-entering.
DVAX: sold. Good stock to own now. Still has room to run, but maybe pull
back some time ... 阅读全帖 |
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m********o
发帖数: 2088 | 11 Amarin equity raise removes an overhang, says Leerink
Leerink says Amarin's equity raise announced last night removes an overhang.
Further, the firm says the company's Vascepa prescription data was better
than expected. Leerink reiterates an Outperform rating on the stock with a $
20 price target. |
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o********n
发帖数: 1329 | 12 我来贡献一点有用的信息
https://docs.google.com/spreadsheet/lv?key=
0AmTJU8mIVSebdGFUY253Y3BsTDBzbWRXSFVjbDZ0bHc
上面这个连接显示了Vascepa每周的销售情况.
看数字还不错, 增长的趋势.
我有一万两千股, 还泡在水里哪.
我也不敢再多买了.
至少吧, 这支股不会归零.
我买的每一只股都是做好了这只股破产的准备的. 以可以承受的损失来定购买的数目.
所以基本不cut loss
买这只股呢和赌博区别也不大. 不过呢, 我这人爱赌. |
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o********n
发帖数: 1329 | 13 Vascepa 这只药到底好不好?
我最怕的就是这只药是个大忽悠.
如果这只药确实比其他同类药好,它的销售量会上去的,因为市场太大了. |
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g****e
发帖数: 1426 | 14 Haven't followed amrn for a long time. Vascepa has very good safety profile.
Anyone saw AF 's negative comments, please share. |
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d******8
发帖数: 1972 | 15 今天一早由于新药网站提前泄露，导致今天一早大涨快16，现在回落到15.35
Amarin addressed the slip in a securities filing Thursday, blaming a third
party for the mishap:
On July 19, 2012, information related to AMR101, Amarin Corporation plc’s (
“Amarin”) lead product candidate, and its pending regulatory review with
the U.S. Food and Drug Administration (“FDA”) was inadvertently published
through a draft website that is under design by third parties on behalf of
Amarin. The information was outdated and should not be relied upon ... 阅读全帖 |
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