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JRoon71

01/09/26 11:51 AM

#444333 RE: Sagaponack #444331

Good observation 👍️

A rising tide lifts all boats. Amarin is trying to capitalize off this investor / pharma interest and hoping to pick up scripts in this high trig segment if insurers want a cheaper option that serves the patient population of Ionis and Arrowhead

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lizzy241

01/09/26 11:53 AM

#444334 RE: Sagaponack #444331

Sagaponack, ponder this idea, V has the possibility of becoming a tier 2 drug, one step away from the generics. No need to go for the branded generic idea. 🤔
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Tseven

01/09/26 12:03 PM

#444337 RE: Sagaponack #444331

Those 2 companies are not trading at their current valuation because of their triglyceride drugs. Both have huge pipelines with around 25 active trials in a variety of indications ions is 12b and arwr 8b. They cannot be compared to amrn because of 1 drug treating same indication
https://ionis.com/science-and-innovation/pipeline

https://arrowheadpharma.com/pipeline/