Replies to post #851 on Amarin Corp Plc (AMRN)

[olddogwithnewtrix]

Did not mean to make you insane... With all due respect, I am sorry you are a physican and don't understand particle density and vldl. Maybe you should do some reading on particle profile(LPP).
The first link should be very helpful for you.

"Approximately 50 percent of people suffering from heart attacks have shown “normal” cholesterol numbers (NHLBI – The National Heart, Lung, and Blood Institute)."





http://www.spectracell.com/lpp/

[olddogwithnewtrix]

I will go with the lazard survey, I think it is in the ballpark. basically 61% see a clear advantage, 29% see a moderate advantage 10% don't see an advantage for amr101

For example, if i had crazy high TGS and moderate LDL, and I took lovaza and had amazing results maybe 55% decrease and saw only a tiny increase in my ldl. Then I took amr101 and saw a 40% decrease in my tgs and no change in my ldl. which one would I continue to take...

Most Drs should use amr101 over lovaza, but all I'm saying is lovaza is not going away and we don't know what is in the pipeline from some of the other companies. We don't know what the big guys know. AMR101 is a great drug, no doubt, but there are unknowns out there. Saying Lovaza is going away is just "insane."

If the situation were as clear as you make it out to be, then we would have seen a big buyout before anchor data. It's not that simple.

I am probably a little more informed than the average patient. If my Dr was only concerned with my LDL, then I would just go have the test done myself and maybe change Drs. This area is getting more attention all the time and will continue to get more attention in the future. Yes, I know that the FDAs first consideration is LDL. I think most wise Drs understand all Cholesterol is not created equal. Other markers will continue to be a bigger issue in the future, apob vldl etc

lazard notes 15-Feb-11 12:03 pm


AMR101 potential to be blockbuster cardiovascular drug drives BUY rating. We are initiating research coverage of AMRN shares with a BUY rating and $10.50 PT as we believe omega-3 fatty acid drug AMR101 is well positioned to be an attractive option for treating hypertriglyceridemia. We note that worldwide sales of class-leader Lovaza were $1B in 2009.
Physician survey ascribes high value to AMR101. A majority of physicians we surveyed believe AMR101 could be differentiated from Lovaza with 61% and 29% assigning a “high” or “moderate” value to the lack of LDL-C elevation.
Meaningful catalysts lie ahead. We expect Amarin to report top-line data from the Phase III ANCHOR trial in 2Q11and to submit an NDA for approval in patients with very high triglyceride level in 2011.
Attractive acquisition target. We view Amarin as an attractive acquisition target for companies in the cardiovascular drug space. We estimate U.S. AMR101 rights could be worth $2-$2.6B to an acquirer. We could envision a take-out value in the $1.5-$1.8B range (e.g., $11-$13 per share).
Valuation and risks. Our price target is based on an average of AMR101 intrinsic valuation of $9 and a take-out valuation of $12. Risks include successful development and commercialization of AMR101 and possible need for additional capital.