Re: Farmas USA
Un comentario que acabo de leer de Steve Rosenman, de hoy.
" Vascepa's launch has been as expected in my view...on track to meet SP of $12-15 for just the marine indication, or value the company at around $2-3B. with only a few months data, not a good indicator yet - but i'm not concerned about marine really, it all about anchor. if they dont partner/sell out on anchor, then the concern the market has now, would be legit if marine has not been built. i believe the co. is $6-10B on anchor."
Él de hace tiempo mantiene que a lo largo de este año, AMRN se ira cerca o hara nuevos maximos en dos ocasiones, por ventas ( y proyecciones) de Vascepa + aceptacion NDA ... y una segunda ya con el ANCHOR aprobado.
A mi con que se vaya a maximos de nuevo una vez mas , me vale.