Replies to post #120614 on Biotech Values

[investorgold2002]

Another positive for AMR101

So AMR101/EPADEL is the ONLY DRUG to have proven CV outcomes over statin monotherapy

AMR101 has potential to capture NIACIN market. Niaspan alone sells for $1 billion

[DewDiligence]

ABT was off 1.6% today on the AIM-HIGH news, which is clearly bearish for Niaspan sales. Niaspan comprises 2.6% of ABT’s overall sales and probably 3-4% of its profits.

[gdollasign]

the way I see it, it would have been better for AMRN (which I own) if the AIM-HIGH study would have been wildly successful....but had side effects. As of this failure AMR-101 really has nothing to bring to the table that will be groundbreaking. Somebody tell me that I am mistaken.

[drbio45]

What if the fda now says that they will not approve any cv drug without an outcomes study.

amrn would have a huge problem

[DewDiligence]

NIH’s own statement on the halted AIM-HIGH study (emphasis added):

http://public.nhlbi.nih.gov/newsroom/home/GetPressRelease.aspx?id=2792

The rationale for the AIM-HIGH study was based in part on a large number of observational studies that consistently showed that low HDL cholesterol increases the risk of cardiovascular events in men and women, independent of high LDL cholesterol.

In addition, previous small clinical studies showed that relatively high residual cardiovascular risk exists among patients with cardiovascular disease, low HDL cholesterol, and high triglycerides despite intensive management of LDL cholesterol.

However, efforts to find HDL-raising treatments that actually reduce this residual risk have thus far proved disappointing.

That’s why you run large, prospective, randomized trials to find out.