Amarin Corp Plc (AMRN)

[Jt0082]

One thing to note in STRENGTH is they enrolled an even higher risk of patient than REDUCE-IT - in fact, on average if you compare to REDUCE-IT >180mg/dl or something from memory, these stratified patients just showed something like 40% drop in death in R-IT. Bodes well for AZN that they enrolled such high risk group. Although I still think free fatty acid form will cause more GI side effects and enrolment is going to be much more difficult now... but that being said it will likely show some efficacy. Base case is not futility imo.