Replies to post #271193 on Amarin Corp Plc (AMRN)

[couldbebetter]

There were rumors some time ago of both NVS and PFE making offers
for AMRN. I would presume if actual offers were made both were
rejected by AMRN. Since that time NVS has acquired MDCO which
will not have its PCKS-9 inhibitor available for years The cost
was $10 billion. From JT's recent comments maybe Novo Nordisk would
be interested as they are interested in diabetic drugs.

Regardless, it all hinges on JT wanting to accomplish a BP BO and not
some illusion of a GIA fantasy. The right BP may be able to accomplish
much more with Vascepa than AMRN in a GIA mode. The right BP may also
have political, legal, and economic clout to give AMRN the best odds
for success in an appeal not to mention BP has more options or flexibility
to handle the situation if the appeal is lost.

Given the recent revelations about how COVID-19 may result in inflammtion
of the Endothelial Cells, something with Vascepa is known to counter and
help heal; any BP considering AMRN would be aware of this. At a minimum
it may help a BP decide that should Vascepa show protective effects
from the COVOD-19 induced inflammation, it could increase interest
from doctors in getting Vascepa to their patients and it may increase
compliance as people are desperate for an edge against the most severe
effects of the virus

[ilovetech]

Jasbg, Inclisiran is just another PSK9 inhibitor with a fancy dosing schedule in a crowded drug class. Payers will not pay more when cheaper alternatives exist. These drugs, as JT likes to mention, only address 35% of the @ risk pop, while VASCEPA addresses the other 65% in a "class by itself". NOVO made a big mistake.

ILT

[couldbebetter]

One side effect of Inclisiran are upper respiratory tract infections..
Just what I want to risk in the age of COVID-19. Then, London is
going to be the main test center. Wonder if the Virus will disrupt
further testing of Inclisiran there.