| Followers | 5 |
| Posts | 259 |
| Boards Moderated | 0 |
| Alias Born | 07/03/2025 |
Thursday, April 16, 2026 7:43:18 AM
Elf, welcome to the party. But let me give you another direction. Remember our discussions on MOA, POM and SOC?
UK Path = Rapid Introduction
Because Vazkepa is already on the market, positive peer-reviewed data from EMT2 can trigger fast NHS adoption via the Medicines Repurposing Programme (exactly what happened with anastrozole). No new full approval cycle is needed — MHRA/NICE can move in months.
US Path = Off-Label Today + sNDA Tomorrow
• Physicians can prescribe branded Vascepa (or generic) off-label today under the practice of medicine. FDA does not regulate the practice of medicine.
• Amarin can file a targeted sNDA (505(b)(2) pathway) using EMT2 data bridged to the existing Vascepa NDA and REDUCE-IT safety database. No new large sponsor-led trial is required.
• The new indication would add 3 years of clinical-investigation exclusivity.
LREtEPA Patent Synergy
The new lymphatic-optimized formulation (patent 18/472,875, expected issuance mid-late 2026) can be implemented in parallel via its own sNDA. Once approved, LREtEPA gets composition-of-matter protection to 2045 and can carry the oncology indication as well. This creates layered exclusivity that generics cannot easily bypass.
Bottom Line
• Patient pool is modest (8–12k new US patients/year), but high-margin and high-need.
• This is not a massive revenue driver by itself, but it proves Vascepa has multiple high-value repurposing paths beyond CV.
• Combined with the REDUCE-IT hospitalizations data, fibrate displacement modeling ($500M–$1.5B opportunity), and PBM transparency reforms, it materially de-risks the platform.
This is exactly the type of low-cost, high-upside catalyst that makes the current valuation look absurd and strengthens the Barclays strategic review. Bullish for anyone who understands repurposing + IP layering.
UK Path = Rapid Introduction
Because Vazkepa is already on the market, positive peer-reviewed data from EMT2 can trigger fast NHS adoption via the Medicines Repurposing Programme (exactly what happened with anastrozole). No new full approval cycle is needed — MHRA/NICE can move in months.
US Path = Off-Label Today + sNDA Tomorrow
• Physicians can prescribe branded Vascepa (or generic) off-label today under the practice of medicine. FDA does not regulate the practice of medicine.
• Amarin can file a targeted sNDA (505(b)(2) pathway) using EMT2 data bridged to the existing Vascepa NDA and REDUCE-IT safety database. No new large sponsor-led trial is required.
• The new indication would add 3 years of clinical-investigation exclusivity.
LREtEPA Patent Synergy
The new lymphatic-optimized formulation (patent 18/472,875, expected issuance mid-late 2026) can be implemented in parallel via its own sNDA. Once approved, LREtEPA gets composition-of-matter protection to 2045 and can carry the oncology indication as well. This creates layered exclusivity that generics cannot easily bypass.
Bottom Line
• Patient pool is modest (8–12k new US patients/year), but high-margin and high-need.
• This is not a massive revenue driver by itself, but it proves Vascepa has multiple high-value repurposing paths beyond CV.
• Combined with the REDUCE-IT hospitalizations data, fibrate displacement modeling ($500M–$1.5B opportunity), and PBM transparency reforms, it materially de-risks the platform.
This is exactly the type of low-cost, high-upside catalyst that makes the current valuation look absurd and strengthens the Barclays strategic review. Bullish for anyone who understands repurposing + IP layering.
Recent AMRN News
- Earnings Report Shows Narrowing Losses as Amarin (AMRN) Advances Partner-Led Growth Strategy • IH Market News • 04/29/2026 02:19:17 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 04/29/2026 11:06:34 AM
- Form 8-K - Current report • Edgar (US Regulatory) • 04/29/2026 11:05:15 AM
- Amarin Reports 2026 First Quarter Financial Results • GlobeNewswire Inc. • 04/29/2026 11:00:00 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/22/2026 09:00:06 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/21/2026 09:00:07 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/21/2026 09:00:05 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/21/2026 09:00:04 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/21/2026 09:00:04 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/21/2026 09:00:03 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/21/2026 09:00:02 PM
- Amarin to Report First Quarter 2026 Financial Results and Host Conference Call on April 29, 2026 • GlobeNewswire Inc. • 04/15/2026 12:00:00 PM
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 04/10/2026 09:01:34 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 04/10/2026 09:00:20 PM
- American College of Cardiology (ACC) Scientific Sessions 2026 Underscore the Need for Complementary Therapies Including Icosapent Ethyl (IPE) in Treatment of Elevated Triglycerides and Cardiovascular Risk Reduction • GlobeNewswire Inc. • 04/08/2026 12:00:00 PM
- 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
