Replies to post #40976 on Amarin Corp Plc (AMRN)

[James364202]

Agree, I thought he had more "zip" than usual. Most important thing he mentioned, IMHO, was the possibly early results from R-It. I don't remember any previous mention that JELIS had wide divergence of graphs at 1 and 1/2 years showing 45% efficacy in subgroup analysis. I'm sure the DMC is not unaware (double negative) that JELIS subgroup with HDL under 40 and Tri over 150 had early and huge efficacy. To put in perspective, I've never seen a CV outcome study, other than JELIS, that had efficacy that high. Should R-It mirror JELIS, the practice of medicine will change!

[ziploc_1]

"Strategic opportunities including partnership outside U.S. been moving along encouragingly".....The time for a strategic partnership is NOW (NOT NEXT YEAR). KOWA is familiar with Vascepa and knows what it offers. If KOWA does not want to build on their relationship with AMARIN, it might be time to find a company that does. After R-IT interim analysis causes the study to be stopped for efficacy, the terms for a partnership get far tougher(if at all).

[BioChica]

Thanks for the Update! Yes that does sound good. If J.L. is correct in his predictions of REDUCE-IT potential percentages control vs control of around %50, could happen. He is smarter than the average AHA,ADA or FDA Vascepa ADCOM panelist combined!

[HDGabor]

I listened just now. First of all agree, it was 100% OK, the best presentation.

My takeaways:
- KOWA is [still] relatively early stage
- the first time when interim was not just an event, but - as you wrote - an opportunity
- V is a unique product, so R-IT will not confirm TG it will confirm V, ergo no gateway for other drugs by R-IT successful result
- several nice and hard punch to competitors (L & gL)