Biotech Values

[DewDiligence]

JL, you can find background on the fenofibrate ACCORD study in #msg-47808752 and #msg-47808450; it tested Zocor ± TriCor in diabetic patients with only modestly raised TG (baseline median = 162). TriCor failed to show a statsig benefit in the overall trial; it had the strongest effect in the subgroup with baseline TG >=204, where it missed a (post hoc) statsig outcome by a whisker. In the real world, the mean baseline TG for patients on TriCor/TriLipix is about 300.

Although comparison is muddied by differences in the patient pools, today’s AMR101 results do seem to exacerbate the already difficult sales pitch for TriCor/TriLipix. That’s why I mused in an earlier post today that ABT might be the most logical suitor for AMRN.