Amarin Corp Plc (AMRN)

[HDGabor]

#30476 no_mo_Butterfinger

It's not unusual that companies let the pree earlier with embargo. However, it's unusual in case of material information and amateur by the "journalist" to refer ot.

ladavis23 – lot of question
?
- Agree with JL, the NCE and SPA issue aren’t linked
- NCE decision could be effect the SPA as emotional only
- All “events” since last decision on SPA – late April – is positive, so the chance is better, but maybe not enough
- If my timing estimation is correct Amarin meet / met with Dr. Jenkins this week (agree with leak, next week price action could be interesting)
- NCE: My bet that it will be AMRN’s favor, however it’s not too important now (it was 1-1,5 year ago, now it’s “just” a cash-flow issue – legal cost) . Patents are more important and I believe AZN actions is a good sign: Epanova still not on the market and their statement – no Epanova’s approval, so no case – was funny: they did not argue the patent itself.
- SPA: it’s a big question, since it’s a science. It was unrealistically rescinded, so it’s hard to bet based on facts. I still think that the best scenario for all level of FDA, AMRN and patients – DMEP approve the sNDA – they can do it, they do not need valid SPA for it.