Replies to post #165576 on Amarin Corp Plc (AMRN)

[Jt0082]

All this BO talk can be put to bed if we can all somehow find out if the company has officially hired a bank to work with...This is very hard to know. You could ask the management of the company as a shareholder...but I don't think you would get much traction or a direct answer. If anyone could find this out, that will be your biggest clue. I would bet they are working with a bank right now.

Good to see JT yesterday also agree with this jt...that Lovaza could succeed due to the patients enrolled. However didn't realise they would infringe, most probably would infringe on the label claims about rising LDL so lets wait and see STRENGTH results...


Jt0082 Saturday, 11/17/18 10:27:13 AM
Re: TastyTheElf post# 160375 0
Post #
160407
of 165584
One thing to note in STRENGTH is they enrolled an even higher risk of patient than REDUCE-IT - in fact, on average if you compare to REDUCE-IT >180mg/dl or something from memory, these stratified patients just showed something like 40% drop in death in R-IT. Bodes well for AZN that they enrolled such high risk group. Although I still think free fatty acid form will cause more GI side effects and enrolment is going to be much more difficult now... but that being said it will likely show some efficacy. Base case is not futility imo.

[couldbebetter]

I think JT was saying that Epanova was not likely to be a threat
to Vascepa...just based on a direct comparison of the two. Just in
case Epanova were a threat they could shut it down with patent
infringement arguments. JT is essentially saying that he would
welcome this competition (as it would be so weak they could easily
beat down on it.)