Replies to post #212001 on Biotech Values

[DewDiligence]

I think [the Ilaris data] is good for AMRN.

Does AMRN really want to compete with NVS (assuming that Vascepa actually reduces MACE, which has yet to be established)?

[iwfal]

AMRN

I think this is good for AMRN. Amarins Vascepa lowers hsCRP and seems to have a similar method of action ...and at significantly lower cost.

1) I suspect the IL-1 data will be significantly better HR. The vascepa HR is already limited to about HR >0.8 if I remember correctly (based on the continue at the interim). If it even has a meaningful benefit at all (trial hasn't finished yet)

2) the CRP benefits of IL-1 inhibitor are probably substantially better than 22%.