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biomaven0

02/21/13 4:24 PM

#157219 RE: DewDiligence #157217

>AMRN

fairly priced and slightly overpriced



I've been consistently skeptical of AMRN, and I remain so today. I don't think they will get NCE status, and without it they won't get a partner. Further, with Vescapa patent expiration not that far off, I just don't see insurers paying for AMRN's drug without the patient having first tried Vescapa. Finally, with good reason, doctors are increasingly skeptical of biomarker-based results in the cardiac space - they want to see outcomes studies.

Peter