Replies to post #842 on Amarin Corp Plc (AMRN)

[biolover]

i agree with most of what u said.. but this is my rational, even afer u consider all patient on statin.

here is one drug which increases your LDL 40 -50 %(Loveza) and on the other hand here is a drug which is LDL neutral or reduces LDL( possible it may reduce LDL in ANCHOR),,, i undertand your number thing but this is just not making sense to me.. why on the earth there would be a market for loveza.. take my words it will be obsolate drug in three to four years, period.. hardly any crook dr who got married to GSK ceo daughter will prescribe ..even he would think twice..

JUST my opinion with all due respect..

i dont have any doubts about it . it will be at least 5 to 10 billion drug.

[InTheTrenches]

While it is true that VLDL (very-low-density lipoprotein) is worse than LDL, a high level of either is not good.

Further, a typical cholesterol test doesn't usually break out the VLDL and LDL. That is, a physician wouldn't even see the VLDL/LDL breakdown, and would only care if the LDL total is high or increasing.

If Anchor meets or exceeds SPA requirements and is approved, the marketing potential in dyslipidemia, based on a typical cholesterol test, will be huge.

If we exceed the SPA, there is still the issue of what the FDA is looking for in an outcomes study, but we don't have enough info on that yet.


Supporting read:

www.mayoclinic.com/health/vldl-cholesterol/AN01335

[investorgold2002]

"4g group hits 25%"

Based on Lovaza's results and Marine's results, on Anchor population 4G could give TG reduction over moderate dose statin by 15-20%

Based on Lovaza's results and Marine's results, on Anchor population 4G could give TG reduction over moderate dose statin by 10-15%

Again these are guestimmates. But I think 25% reduction over moderate dose statin is a stretch.

[Bio_pete]

"LDL analysis is not black and white" I think it is. It makes no sense to prescribe a drug which increases LDL levels no matter if its small or large particles. This issue was addressed by Declan Doogan, M.D., Chief Medical Officer for AMRN during the last minutes of the Q&A portion at the recent Roth presentation.

If you've got a patient on statins & their not meeting the goal for triglyceride reduction then I can't imagine a doc prescribing Lovaza or Epanova once AMR101 is available. It makes no sense to prescribe a drug which gives a fishy after taste, fishy burping, and raises LDL when AMR101 does not do the same. I personally wouldn't take Lovaza because I don't want to smell like a dead fish.