Amarin Corp Plc (AMRN)

[sts66]

That's not Q2's transcript - you can find it here (now):

https://seekingalpha.com/article/4193410-amarin-corporation-plc-amrn-ceo-john-thero-q2-2018-results-earnings-call-transcript?part=single

Just finished reading it, and made a few notes - to start off, I think this may have been JT's best CC of all, covered everything including the kitchen sink, including some surprising topics:

1. Right off the bat he put down rumors of any possible data leaks - indirectly referring to why the stock price has dropped.

2. He addressed the VITAL and ASCEND "studies" - if they fail, it's because they used placebo doses - if they're positive "imagine how well 4 g of EPA/day will work!".

3. He mentioned that BS Cochrane meta-analysis that's been all over the net lately "you need the right drug at the right dose, a good trial structure, and adequate follow up time".

4. Data scrubbing expected to be complete by late August - it's been slowed down by laggard clinics not providing requested data, and he used the CC to put pressure on them to finish up - brilliant.

5. Suggested they will not release results of most SE's, and likelihood of tertiary endpoints (TEs) being PR'd is next to nil - in between the lines, said results amongst diabetics, which are TEs, will not be released in the initial PR - they're saving that for publication in a major journal - if you give away all the news, journal wouldn't have much reason to accept your paper, cats are already out of the bag.

All in all a most excellent CC.