Amarin Corp Plc (AMRN)

[chas1232123]

VuBru - Thanks. Agree with your points. Recall too that STRENGTH is limited to the high trig and low HDL subgroup, and they won't be able to make much of a case for comparable benefit without low HDL. That greatly reduces their target market (probably by at least about half).

They seem likely to get low 20s, which will likely lead to a headline that will seem more exciting at first, until word spreads that the MACE RRR benchmark is really 38%, not 25%, due to the low HDL restriction. There could be initial market confusion for both stocks when the STRENGTH news hits. Hopefully Amarin gets ahead of it when the time comes, as they did with other omega-3 trial results last year.

Monday morning quarterbacking, Epanova probably would have done a lot better if they'd upped their dose to 5g, to get a competitive EPA level. Frankly, V would probably also benefit from larger dose. I supplement my prescription with a bit of extra DS EPA. There's strong evidence for substantial benefit for increased dose, especially for older western males.