We invest in KPTI because they have an enterprise value below $2 billion, and an approved oral blood cancer drug, XPOVIO (Selinexor), with a new mechanism of action and blockbuster potential. XPOVIO is likely to be approved in additional blood cancer indications this month/year. We are not ecstatic about KPTI because they are at a tough part of the life cycle of a smid-cap biopharma company, early commercial. This is a tough place in a typical time, not to mention in a pandemic and a drug with a new mechanism of action that will require more customer education. Later this week, KPTI is presenting at ASCO with an investor event scheduled as well. In today's article we discuss KPTI's recent BOSTON data in more detail, with a comparison chart we created to some other approved relapsed/refractory myeloma drugs. You can access our article at this link: https://bit.ly/2XDeAl0. (Free sign-up required for access.)
Dr. Vacchiano, JD, PhD, analyzed the complex factual, regulatory and legal issues specifically related to Amarin's possible attempt to obtain a preliminary injunction from the court to stop a possible at-risk launch by Hikma of its generic Vascepa product. The ~10 page article includes concise conclusions with supporting analysis that is a must-read for Amarin investors and analysts so they better appreciate the complexities and uncertainties in the current situation. The article provides factual, legal, and even speculatory insights from an experienced biotech patent attorney, for a fraction of the typical cost for this level of analysis*. The article focuses on analyzing how likely it is that Amarin would succeed in obtaining a preliminary injunction enjoining Hikma's possible at-risk generic product launch. Other questions addressed in the article including the following: 1) Is it likely that Hikma will execute an at-risk launch of its generic icosapent ethyl capsule product? 2) Can Amarin file a preliminary injunction motion now, and if so how likely are they to file such a motion? 4) What factors affect Amarin's chances of success in obtaining a preliminary injunction?
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*Please note that your purchase of this article does NOT establish an attorney-client relationship between you and/or your company/firm/fund and Dr. Vacchiano or his law firm, Double Helix Law. You are encouraged to seek advice from your regulatory, legal, and investment advisors before making any investment decisions.