Replies to post #386305 on Amarin Corp Plc (AMRN)

[ziploc_1]

Capt...While the author of the SA article puts a buy recommendation on Amarin, he hedges his bet by discussing just about all of the present negatives and leaving out some of the more important potential positives...including MD2119 once a day formulations and combo formulations with a statin, the Mitigate and Respect studies, and China approval of Vascepa expected this year.

In addition, he puts an artificially low target price of 2 to 3 billion dollars on Amarin.......he also repeats the phrase mentioned in the Q2 report .."we have enough cash for the next 12 months"...which is a standard statement, appearing in every quarterly report....in order to further worry potential investors about the extremely unlikely scenario of bankruptcy. He seems to be advocating for a BO of Amarin on the cheap.

[Meowza]

Market exclusivity (preferably patents) are what drive BP interest. Something's gotta fund new drug development.

Medical community and BP interests can be divergent and sometimes for all the right reasons.

[Whalatane]

Capt. from the MITIGATE trial design

Re the CV portion

In contrast, although the exploratory outcomes will be underpowered and hypothesis-generating only, this study is the first to further probe the results of a pivotal approval randomized clinical trial 4., 5., 6., 7., 8. (ie, efficacy) through a real-world PCT (ie, effectiveness).

I think poster Laurent posted that R-IT was stat sig at 23 mths

They had 500 enrolled in the V arm in Dec 2020 ...so over 23 mths by Dec 2022 . I know ...small sample size but I think we need this to show trend towards stat sig risk reduction of at least 15 %
Again ...based on my limited bio stats knowledge

Kiwi