Amarin Corp Plc (AMRN)

[MedResCollab]

1) The mineral oil thing is bullshit. Flat out. If it did what Pyrrh is claiming it does, you would not have seen the results you saw. You would see a consistently deteriorating LDL-C profile over the full trial period. That's not what you see. You see a revert to the mean in the short term, and a stable LDL-C profile after that. Period. It's bullshit.

(2) AMRN's patent profile is strong. If it wasn't, TEVA would be selling it now. They're the global giant, and they agreed to leave AMRN alone until 2029. Period.

That's the end of it. It's 226 pages of FUD. Conclusions assumed and fact patterns backfilled to fit them. This could be done with almost any trial. -Tastytheelf

1) Thats’s not correct. If MO inhibited statins and other cardiac medications, you would see just what was seen in REDUCE-IT, with a quick rebound and then leveling off of atherogenic/inflammatory markers. There are numerous studies that show this from a reduction in dosages of various therapies, which is effectively the outcome of taking a substance that hinders the absorption of these meds.

2) Teva, in our view, got a sweetheart deal. They received $2 million, saved further litigation costs, and only gave up a handful of months marketing generic Vascepa when the other ANDA filers win in Jan 2020. Which we argue in our report is highly likely, explaining why.

Ignoring a user also severs your ability to debate them, and ensures that they will always get the last word.