Amarin Corp Plc (AMRN)

[rafunrafun]

So the UHC is saying:

1) If your TG are > 500, take Lovaza

2) If your TG are 150-500 and you fit the Reduce-it profile, take Vascepa

This is fantastic news for Amarin because the key is to thwart gV. The above will accomplish that, however I am greedy and are thinking ahead...

What about a patient with TG 600 who also fits the REDUCE-IT profile (except for VHTG)?

Under UHC's new guidelines, this patient will not be eligible for Vascepa. I think this is silly because people do not stop having a CVD risk because their TG are "very high". This person is at risk for both, Pancreatitis (Lovaza) & CVD (Vascepa). CVD should easily win over because it's much more deadly. But UHC does not see it that way (yet). Anyone with TG > 500, regardless of CVD risk, gets L and not V.

Could get interesting after Viet Le's presentation:
https://www.abstractsonline.com/pp8/#!/9228/presentation/12635

Having said that, and it sounds heartless but on a tactical level, I am willing to sacrifice a few > 500 patients in exchange for regaining 100% of the 150-500 (Reduce-it) market.

After we retire gV then we can fight Lovaza. One step at a time.