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Farmas USA

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Farmas USA
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Farmas USA
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#71201

Re: Farmas USA

Top 100
Eleuterio_invierte

AQXP

BT chicos, pre moviéndose entre +9% y +15%, buf. Dicen que no hay cortos en el valor.

Edito: +30%, esto es de locos.

Edito: +40%, ya me están entrando sudores. Ay madre.

Edito: +60%, yo paro ya de trabajar, se me ha quitado hasta el hambre, no me cabe ni un vaso de agua.

"Buf, se me está haciendo más largo que un dia sin bolsa"

#71203

Re: Farmas USA

Top 10
framus_morrigan
- Hainwright -
"How Much Is Off-label Promotion into a 10x Market Worth? Legal win should restore a fraction of Amarin’s structural value attributable to the ANCHOR indication."
 
In a legal coup, on Friday, a judge ruled that Amarin should be allowed to promote Vascepa off-label in the ANCHOR indication (high-TG), under First Amendment right. We believe that this may be the most important positive event for Amarin since the win of its MARINE and ANCHOR studies, and based on Friday’s share reaction, we believe that the ramifications of this legal win have not yet been fully appreciated by the Street.
 
In the last 2 years, while the company continued to grow its share of the small very-high-TG market (MARINE), its stock price mostly hovered between $1-2, pressured by concerns about its debt, its IP, and the fate of the ANCHOR indications. Since then, the company has been able to:
  • (a) win the once prized NCE (via courts, though at this point the IP position has grown sufficiently strong to make the NCE merely ornamental);
  • (b) renegotiate its debt structure, which may begin to weigh again only after the win-all/lose-all REDUCE-IT study;
  • (c) despite losing out on the SPA rescission, and ANCHOR NDA rejection, last week Amarin was able to win rights to market Vascepa to prescribers off label in the ANCHOR indication.
We believe that to date the company has struggled to remain relevant in the eyes of investors, with quarterly revenues from the small very-high-TG space unable to sustain much enthusiasm, and the pivotal readout of the REDUCE-IT study perhaps still too distant to be investable (see our REDUCE-IT section below). After last Friday, we believe that the ability to promote Vascepa in the high-TG space suddenly creates a quarterly show-me story that bridges the vacuum between now and the readout from the REDUCE-IT study.
 
.....
 
"...  while expectations for a formal label expansion were a net positive ($6-8). If not immediately (as it should happen, in our view),we believe that this structural value is poised to be restored in stepwise fashion during the next couple of quarters ..." 
 
 

AMRN

http://www.rankia.com/foros/bolsa/respuestas/2437438-hemeroteca-biblioteca-farma

#71204

Re: Farmas USA

Menuda racha que llevas eleuterio,a este paso te jubilas pronto.eso si que es hacer el agosto

#71207

Re: Farmas USA

La subida de 2 a 10 tambien la pillaste?

#71208

Re: Farmas USA

Top 100
Eleuterio_invierte

AQXP

No, pero la tradeé un par de horas desde el +400% al +500%, y al final decidí quedarme comprado.

Bendito mercado americano, Dios bendiga a América.

"Buf, se me está haciendo más largo que un dia sin bolsa"

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