Amarin Corp Plc (AMRN)

[chas1232123]

Don't get me wrong, I'm about as bullish on Amarin as anybody, and I'm not worried about Epanova for several reasons, but they picked a small subgroup (hi trig, lo HDL) where their odds are best. V set the bar high there with 38% RRR, before any possible total events enhancement. Trigs are one piece of the puzzle, and generally not the most important piece, but STRENGTH picked a subgroup where it's probably more important than usual, and they don't have a lot of DHA, so they'll probably have some benefit. That's OK, V is probably better even in that subgroup, has a head start, and will probably sell all they can make once they get rolling. But, STRENGTH will likely have decent RRR (V got 38%). JELIS had mostly low trigs, but got over 50% RRR in the hi trig, low HDl subgroup (small N, so imprecise RRR, but 53% with half dose is impressive).