Amarin Corp Plc (AMRN)

[sharinky]

Instead of using a generic statin as an example, think about a new cancer drug that is a first of its kind. It would clearly not be generic but it would be essential. Think pancreatic cancer where many patients die today. If someone came out with a new drug for pancreatic cancer it would become an essential drug.

However they write up this label, it is going to be the only drug available for this indication trigs < 500 . I realize I do tend to think outside the box but I think you can make a case that it should be there. There has not been a new lipid target in years. There is clearly residual risk because people are still dying. Call it trig lowering or call it EPA raising either way IMO, it is a class by itself and clearly the evidence only supports Vascepa and it is essential. They need to come at this from many angles, this is just one of them.