Amarin Corp Plc (AMRN)

[Whalatane]

Gabor ..Thanks

The main area we disagree on is the relevance of the JELIS secondary prevention analysis in predicting R-IT.
You feel the high TG/low HDL subgroup is the most relevant.
I think the 1,050 patients with prior MI ( or the 895 patients with prior coronary intervention ) are the most relevant.

Those who have already experienced a CV event are the most likely to experience another . Thats IMHO the key to predicting future events , not their high TG /low HDL ratios.

So in JELIS , in the patients with prior intervention and prior MI's we have roughly 25% fewer events on 1.8 gms of Epadel
( 15% in the EPA group vs 20% in the control )

Remember the mean LDL levels for these patients was 178 .
In R-IT we know the LDL levels must be under 100 ...in fact I expect the mean LDL levels will 50% lower then what they were in the above secondary groups in JELIS...ie closer to LDL 90 .
Dropping LDL levels from 178 to under 90 will definitely lower the event rates in secondary prevent patients

We also know that the use of high intensity Statins ( Crestor and Lipitor ) reduce risk more then moderate intensity Statins such as the Simavastatin used in JELIS ....especially because of their anti inflammatory benefits .

Sorry , need to run ( literally :>) .
I'd be interested in your analysis using the subgroups I mention above ( prior MI / intervention ) rather then the high TG / low HDL subgroup you used .

Appreciate the exchange of views
Kiwi