News Focus
News Focus
Followers 5
Posts 259
Boards Moderated 0
Alias Born 07/03/2025

Re: TastyTheElf post# 447335

Thursday, 04/16/2026 7:43:18 AM

Thursday, April 16, 2026 7:43:18 AM

Post# of 447903
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.
Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent AMRN News