Steve Rosenman, un pro-AMRN donde los haya desde siempre.
Un par de comentarios positivos sobre el tema NCE.
http://seekingalpha.com/instablog/1282351-steve-rosenman/1737551-new-fda-document-could-mean-nce-for-amarin#comments_header
edito: un comentario adicional suyo
FDA issues the document as a general guideline when new drugs come to market, and can provide this type of document to would-be generic manufacturers - making no observation, determination or designation to any IP that the drug may have. In this case, the document is moot to generics, as AMRN's patents will not allow them to infringe (at least not without risk and liability).
Side note - I know of two generics (one top in the market and one a rather small player) that were looking to knock off Vascepa more than 1 year ago, they both have since abandoned their attempts and desire to go after Vascepa due to supply barriers causing the material to cost too much and due to AMRNs IP position. Forgetting the BS uncertainty talked about on Wall Street and in general, I am very confident AMRN will be the only Vascepa player for quite some time... The stock is only at this price b/c the big money is betting that there is more time to play with before the next leg up on AMRN begins again. This history has played out time and time again with AMRN and the big money supporters - just look at the charts relative to catalysts and news announcements. My take is we get a new multi-year high before Anchor approval.