Me iba a echar un vistazo a la conference pero me vale ya con esos updates. Gracias Mugi!
De JP Morgan destaco:
- Valuation : Amarin shares trade at 4.8x times our 2015 sales estimate, compared with our specialty pharma coverage universe, which trades at 3.9x. We maintain a Neutral view of the company. (Lo que entiendo que nos viene a decir es que bajo su punto de vista ahora mismo el precio debiera estar en 1,60 y no en 1,98 como cerro el Viernes. )
De Suntrust destaco:
AMRN commented on the CRL issued by the FDA & has asked for a judicial declaration on its ANCHOR data through Southern District of New York that is part of the 2nd Circuit Court. AMRN expects a decision from the judicial declaration on ANCHOR to take 6 to 9 months to determine if they can freely promote the ANCHOR data that is being suppressed by the FDA. We believe AMRN should request an expedited review by the judge due to the high likelihood of an accelerated decision. We see a high probability of AMRN prevailing in the NY courts & would be buyer of its shares going into that decision.
De los catalizadores que has indicado en tu post por lo que veo los de JP Morgan se guian por el primero y punto pelota. HAY QUE VENDER JODER! HAY QUE VENDER MAS!
AMRN
