Monday, January 16, 2023 6:44:39 PM
Chromo. with all due respect to your biotech / science background ....do U understand the business risks here ?
This is going to be a half glass full post ...not intended as FUD altho some here will definitely read it that way .
We have had a fantastic run up recently due to better then expected cash on hand numbers and Dr Denners aggressive moves .
Your average costs as per your previous posts is $5.24 .
Any thought of selling some here to reduce your exposure ?
So the risks going forward that no one wants to discuss .
1) IF AMRN / Kaiser have stopped dispensing Vascepa in the MITIGATE trial , theres no 2 yr CV data to compare / support the R-IT numbers in the US population .
Therefore theres no additional clinical trial data to persuade Germany to lift its evidence of benefit rating from 11b ( 2b )
2) Without the additional clinical data France , Italy and Spain may follow Germany and decide for now not to provide reimbursement ...or if they do ...only for the very high risk , secondary prevention R-IT profile patients . So minimal sales
3) Sales in the UK are likely to be minimal
4) Script numbers start declining again in the US as more formularies drop coverage ...or simply raise the tier rating forcing higher copays for Brand Vascepa .
5) When U are running a business you can only cut / down size so much . AMRN may have done as much as they can in this area in the US ..or be close to it.
6) As poster oneragman mentioned ...risk of dilution . Reduced sales in the US , less room for cost cutting , minimal sales in the UK..... spells eventual dilution
7). Theres a real chance IMHO that no BP is interested in this Co .
Oh by the way ....For those who think China is going to bail U out ....chk out their negotiations for Paxlovid .
Chromo ...appreciate your posts .
Good luck with whatever U decide to do
Kiwi
This is going to be a half glass full post ...not intended as FUD altho some here will definitely read it that way .
We have had a fantastic run up recently due to better then expected cash on hand numbers and Dr Denners aggressive moves .
Your average costs as per your previous posts is $5.24 .
Any thought of selling some here to reduce your exposure ?
So the risks going forward that no one wants to discuss .
1) IF AMRN / Kaiser have stopped dispensing Vascepa in the MITIGATE trial , theres no 2 yr CV data to compare / support the R-IT numbers in the US population .
Therefore theres no additional clinical trial data to persuade Germany to lift its evidence of benefit rating from 11b ( 2b )
2) Without the additional clinical data France , Italy and Spain may follow Germany and decide for now not to provide reimbursement ...or if they do ...only for the very high risk , secondary prevention R-IT profile patients . So minimal sales
3) Sales in the UK are likely to be minimal
4) Script numbers start declining again in the US as more formularies drop coverage ...or simply raise the tier rating forcing higher copays for Brand Vascepa .
5) When U are running a business you can only cut / down size so much . AMRN may have done as much as they can in this area in the US ..or be close to it.
6) As poster oneragman mentioned ...risk of dilution . Reduced sales in the US , less room for cost cutting , minimal sales in the UK..... spells eventual dilution
7). Theres a real chance IMHO that no BP is interested in this Co .
Oh by the way ....For those who think China is going to bail U out ....chk out their negotiations for Paxlovid .
Chromo ...appreciate your posts .
Good luck with whatever U decide to do
Kiwi
Recent AMRN News
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 08:30:11 PM
- Form PRE 14A - Other preliminary proxy statements • Edgar (US Regulatory) • 03/30/2026 09:57:06 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/27/2026 09:00:07 PM
- Amarin Highlights Guideline Recommended Role of Icosapent Ethyl in Managing Cardiovascular Risk Following Release of Updated 2026 ACC/AHA/Multisociety Dyslipidemia Guideline • GlobeNewswire Inc. • 03/18/2026 12:30:00 PM
- New REDUCE-IT Data in Patients at Extreme Cardiovascular Risk and In Vitro Research on the Mechanistic Effects of Eicosapentaenoic Acid (EPA) on Lipoprotein(a) [Lp(a)] Oxidation to be Presented at the American College of Cardiology’s (ACC) Annual Scienti • GlobeNewswire Inc. • 03/16/2026 12:15:00 PM
- Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] • Edgar (US Regulatory) • 03/02/2026 10:31:01 PM
- Effects of Icosapent Ethyl on Risk and Duration of Hospitalizations and Death in REDUCE-IT® Post Hoc Analysis Published in the European Journal of Preventive Cardiology • GlobeNewswire Inc. • 03/02/2026 01:00:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/25/2026 12:05:26 PM
- Amarin Reports Fourth Quarter and Full Year 2025 Financial Results • GlobeNewswire Inc. • 02/25/2026 12:00:00 PM
- This American Heart Month Amarin Spotlights the Need to Prioritize Proven Widely Available Yet Underutilized Therapies in the Battle Against Cardiovascular Disease • GlobeNewswire Inc. • 02/23/2026 01:00:00 PM
- Amarin to Report Fourth Quarter and Full Year 2025 Financial Results and Host Conference Call on February 25, 2026 • GlobeNewswire Inc. • 02/11/2026 01:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/04/2026 12:00:09 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/04/2026 12:00:07 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/04/2026 12:00:06 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/04/2026 12:00:05 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/04/2026 12:00:04 AM
- Amarin Applauds Breakthroughs In Therapies For Patients With Elevated Triglycerides; Company’s VASCEPA®/VAZKEPA® (Icosapent Ethyl) Franchise Well Positioned To Benefit Globally From Broadened Category Commercialization • GlobeNewswire Inc. • 01/09/2026 12:00:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 01/08/2026 12:05:27 PM
- Amarin Announces Preliminary 2025 Financial Highlights and Operational Accomplishments, Including Achieving Positive Cash Flow; Company Well Positioned to Capture Global Growth Opportunities • GlobeNewswire Inc. • 01/08/2026 12:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/06/2026 10:00:21 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/06/2026 10:00:17 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/06/2026 10:00:10 PM
- New REDUCE-IT® Aspirin Analysis Presented at AHA Scientific Sessions 2025 Reinforces VASCEPA®/VAZKEPA® (Icosapent Ethyl) Reduced Cardiovascular Events in High-Risk Patients • GlobeNewswire Inc. • 11/09/2025 09:15:00 PM
- Amarin To Present New Analyses Affirming Robustness of Data from REDUCE-IT and Additional Mechanisms of Action of Eicosapentaenoic Acid (EPA) at American Heart Association (AHA) Scientific Sessions 2025 • GlobeNewswire Inc. • 11/03/2025 01:30:00 PM
- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 10/31/2025 08:30:06 PM
