Amarin Corp Plc (AMRN)

[Whalatane]

JR. thx for the detailed analysis ...appreciated
NVS has always seemed to most logical BP to have any interest in acquiring AMRN .
They are based in the EU and their Leqvio for LDL cholesterol is starting to gain significant traction .
They of course are spending $ on follow up trials etc ..from this past weeks CC

Leqvio showed a steady trajectory, delivered 114% constant currency full year growth in the quarter, 83% growth versus prior year. We're really pleased that now in the U.S.

our growth is outpacing the overall advanced lipid lowering market. We have over 3,000 health systems ordering now Leqvio that represents 68% of the overall market volume. We have depth that's increasing, and I think we're getting better and better traction with the overall buy-and-bill comfort levels within cardiology practices. We see demand growth in all relevant channels.

Outside of the United States, we've seen robust growth as well. Leqvio is now registered in over 100 countries. We see solid uptake in markets such as Germany. And in China, our out-of-pocket growth really makes it one of the top ranked markets we have outside of the United States.. ( my emphasis )


We have an ongoing launch as well now in Japan. So looking ahead, we have a number of clinical stage readouts coming over the course of 2025, which will help, I think, round out the profile of Leqvio as we await the outcomes trials readouts in secondary prevention in 2026 and 2027.

They obvious know what it takes to get sales going in Germany
Leqvio is just 2 sub Q injections per year to significantly lower LDL cholesterol .
One at your annual physical and one 6 months later ......no need for Statins unless you have very elevated LDL cholesterol .
I'm trying to get Kaiser to prescribe it to me instead of Repatha ( which is sub Q every 2 wks ) .
WAC is now down to around $6,500 a yr .

The question is ...Is there a price Novartis would be interested ...?

Kiwi