Replies to post #118428 on Biotech Values

[jessellivermore]

Dew...

I have not spent alot of time thinking about the fibrates (I do know a little about their actions)..What you say makes sense, both the fibrates and niacin leave alot to be desired, and have definite limitations at the lower TG levels...

Yes ABT might be very interested in AMR101. I think the scope of indications for the EPA is very much bigger than any fibrate. The under appreciated thing about AMR101 is it much more easily tolated by a higher percent of users than almost any other of the lipid lowering drugs...

I like your idea on this..

":>) JL

[jq1234]

Although comparison is muddied by differences in the patient pools, today’s AMR101 results do seem to exacerbate the already difficult sales pitch for TriCor/TriLipix. That’s why I mused in an earlier post today that ABT might be the most logical suitor for AMRN.

It isn't settled yet in my opinion. Except safety profile, Tricor's number for reduction of triglyceride and LDL-C looked much more impressive. However, outcome trials didn't come out favorable. The main risk with AMRN reaching its potential valuation is the outcome trial. FDA requires the trial to be substantially underway before approval in 200-500mg/dl TG population. So outcome trial result will be out just a few short years after AMR101 coming to market. I don't think ABT would want to have two drugs for same purpose, but two negative outcome trials in hand.