Replies to post #373747 on Amarin Corp Plc (AMRN)

[Whalatane]

Hmm re ESPER's Nexletol /combo

ICER says its cost-effectiveness math shows that a fair annual price for the bempedoic acid/ezetimibe combination would be between $1,600 and $2,600, which would be 36% to 60% less than the current wholesale acquisition.

So the drug either as Nexletol or in combo with with Ezetimibe is currently significantly over priced .
How does that compare to Vazkepa ?...which from what I remember of the ICER report is very cost effective

From memory NVS has only 2 major Cardio drugs ..Inclisiran ( a PCSK9 ) and Entresto ( will chk ) . Vazkepa is a natural add on to a PCSK9 as we've discussed before .....it wont replace Inclisiran but its an ideal add-on

Nexletol is going up against generic statins and ICER maintains its over priced ...so good luck selling that

Kiwi

[lizzy241]

ggwpq, I guess if I was running this company I would play it more conservative rather than taking the risk of navigating unchartered waters alone with a one product company I would have sought out a partner first before going into the EU. Of course, the gross margins would be higher if successful but SG&A will take away from the bottom line so is it worth the risk? And they're hiring like there's no tomorrow in the EU, supporting the Bridgewater space and hiring reps in the US for sure they must be burning through their cash.
I say get rid of the Bridgewater space and layoff most of the reps.. the ones that are still employed should work remotely. Cut down on the bleeding....
Denner has the wherewithal to structure a deal that would be beneficial for everyone involved.
I don't like today's low volume.