Monday, August 22, 2016 11:57:01 AM
JL - Thanks for the kind words. Your post gave me some things to think about, as they often do.
You make some good points about the likely speed with which various V benefits influence event rate. Slow modes of action (more than a few months) would reduce at least slightly how much RI efficacy is implied by the JELIS results (at least for initial IA (interim analysis), not so much at final). I don't have the medical knowledge to judge, but CHERRY (a 6 month trial) seemed to me to indicates plaque stabilization is at least well under way within a few months. I'm encouraged to hear you say you think it may be as little as several weeks. I had also looked at arm separation on various event rate graphs. When you're looking for it, it is easy to see, or imagine you see, changes in the rate of arm separation, and the case can be made for those occurring as much as a year or more after inception of treatment. But, I consider those uncertain indications, within the margin of error due to random statistical effects, which can be substantial. There is no doubt there are multiple modes of action with varying speeds, but we don't have detailed info about their relative strengths and speeds.
I have tried to stay conservative in my assumptions. Even using assumptions I consider conservative, and seeking ways to challenge the bullish thesis, it's hard not to arrive at expectations of very strong RI performance.
It may or may not be that stronger statins for JELIS would have lowered CVD risk more, and if they did, you've convinced me that it may well have been more due to reduced inflammation than reduced LDL. And, if a dose of something was to be increased for JELIS, your posts have made me wonder if more EPA would have been the better choice, even on top of the high background levels. Certainly fewer side effects.
I suppose EPA studies are likely to continue for many years. Seems like one of them ought to evaluate combinations of more EPA and less statin (if any).
You make some good points about the likely speed with which various V benefits influence event rate. Slow modes of action (more than a few months) would reduce at least slightly how much RI efficacy is implied by the JELIS results (at least for initial IA (interim analysis), not so much at final). I don't have the medical knowledge to judge, but CHERRY (a 6 month trial) seemed to me to indicates plaque stabilization is at least well under way within a few months. I'm encouraged to hear you say you think it may be as little as several weeks. I had also looked at arm separation on various event rate graphs. When you're looking for it, it is easy to see, or imagine you see, changes in the rate of arm separation, and the case can be made for those occurring as much as a year or more after inception of treatment. But, I consider those uncertain indications, within the margin of error due to random statistical effects, which can be substantial. There is no doubt there are multiple modes of action with varying speeds, but we don't have detailed info about their relative strengths and speeds.
I have tried to stay conservative in my assumptions. Even using assumptions I consider conservative, and seeking ways to challenge the bullish thesis, it's hard not to arrive at expectations of very strong RI performance.
It may or may not be that stronger statins for JELIS would have lowered CVD risk more, and if they did, you've convinced me that it may well have been more due to reduced inflammation than reduced LDL. And, if a dose of something was to be increased for JELIS, your posts have made me wonder if more EPA would have been the better choice, even on top of the high background levels. Certainly fewer side effects.
I suppose EPA studies are likely to continue for many years. Seems like one of them ought to evaluate combinations of more EPA and less statin (if any).
Recent AMRN News
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/22/2026 09:00:06 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/21/2026 09:00:07 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/21/2026 09:00:05 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/21/2026 09:00:04 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/21/2026 09:00:04 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/21/2026 09:00:03 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/21/2026 09:00:02 PM
- Amarin to Report First Quarter 2026 Financial Results and Host Conference Call on April 29, 2026 • GlobeNewswire Inc. • 04/15/2026 12:00:00 PM
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 04/10/2026 09:01:34 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 04/10/2026 09:00:20 PM
- American College of Cardiology (ACC) Scientific Sessions 2026 Underscore the Need for Complementary Therapies Including Icosapent Ethyl (IPE) in Treatment of Elevated Triglycerides and Cardiovascular Risk Reduction • GlobeNewswire Inc. • 04/08/2026 12:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 08:30:11 PM
- Form PRE 14A - Other preliminary proxy statements • Edgar (US Regulatory) • 03/30/2026 09:57:06 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/27/2026 09:00:07 PM
- Amarin Highlights Guideline Recommended Role of Icosapent Ethyl in Managing Cardiovascular Risk Following Release of Updated 2026 ACC/AHA/Multisociety Dyslipidemia Guideline • GlobeNewswire Inc. • 03/18/2026 12:30:00 PM
- New REDUCE-IT Data in Patients at Extreme Cardiovascular Risk and In Vitro Research on the Mechanistic Effects of Eicosapentaenoic Acid (EPA) on Lipoprotein(a) [Lp(a)] Oxidation to be Presented at the American College of Cardiology’s (ACC) Annual Scienti • GlobeNewswire Inc. • 03/16/2026 12:15:00 PM
- Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] • Edgar (US Regulatory) • 03/02/2026 10:31:01 PM
- Effects of Icosapent Ethyl on Risk and Duration of Hospitalizations and Death in REDUCE-IT® Post Hoc Analysis Published in the European Journal of Preventive Cardiology • GlobeNewswire Inc. • 03/02/2026 01:00:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/25/2026 12:05:26 PM
- Amarin Reports Fourth Quarter and Full Year 2025 Financial Results • GlobeNewswire Inc. • 02/25/2026 12:00:00 PM
- This American Heart Month Amarin Spotlights the Need to Prioritize Proven Widely Available Yet Underutilized Therapies in the Battle Against Cardiovascular Disease • GlobeNewswire Inc. • 02/23/2026 01:00:00 PM
- Amarin to Report Fourth Quarter and Full Year 2025 Financial Results and Host Conference Call on February 25, 2026 • GlobeNewswire Inc. • 02/11/2026 01:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/04/2026 12:00:09 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/04/2026 12:00:07 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/04/2026 12:00:06 AM
