Replies to post #57419 on Amarin Corp Plc (AMRN)

[BobWayne]

Just frustration JL, but the market turmoil has been a little over a week long, news of the 2 evens started in May and another positive outcome in July. What's not to understand, AMRN is in a better position than it was a few months ago. Why does the market continue to punish the stock when the outlook is much brighter? Again, just the frustration of a long term long wanting a change in momentum. I know I am not alone.

[HDGabor]

JL-

Agree with both (NCE & 1A)

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rosemountbomber (#57415)

I beg your pardon. I missed the source, but remember for your words! :-)

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BobWayne (#57423)

Both cases are still ongoing. I have no doubt about the final result, but market does not like uncertainty. Top of it:

NCE: it is a long-term effect, most of the market does not take into account it (and / or does not understand as JL said)

1A: If you get a best Formula 1 car, you won't be the favorite before the first race, you have to win at least one race -> 1A should be monetized / script# should be increased

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ggwpq (#57425)

- I do not know exactly that JT's word was about 5.2% or 5.9% placebo rate and 15% eff. (but definitely not about composite 5.2% or 5.9%)
- slow down in enrollment: it does not mean anything the effect (event#) of the last 1,000 patients will be minimal at interim. JT, Q3 2014 CC:

As we get closer to the end of the study, we're trying to make sure that we did the right patient mix. In all likelihood, events in the study, because it is an events-driven study, will probably come from the 7,000-plus patients who are already enrolled. And so whether we finish 1 month or different month probably won't have a huge impact on the timing of the trial being completed.

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Kiwi (#57436)

- I do not say they will have, I said they will dominate
- the L market (L & gL together) is still a yearly $300M market and gL could not be significantly lower than L, and definitely not than V
- I do not think that slightly lower quantity EPA possible w significantly lower DS price compared to Tier 2 co-pay.

btw: any comment re. BASF ...

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Best,
G