News Focus
News Focus
icon url

north40000

08/08/13 10:28 PM

#165136 RE: jq1234 #165126

AMRN: bought another 2k shares at close today. Having taken
Vascepa off-label since April 1 with no AEs that are manifest from blood work so far, that was an easy decision.

There is an interesting discussion on AMRN board today relating to GSK's statements made in its opposition to a CP before the FDA, relating to the label for Lovaza. In the eyes of most, those statements make it clear that the 96% EPA content of Vascepa should result in NCE status, a decision FDA has not yet made. Further, many theorize an acquisition of AMRN by GSK is now more likely at some point in future, with Lovaza sales declining and advent of generic versions of same. GSK's sales force would then be able to engage in a better form of ever- greening its Lovaza franchise with a superior Vascepa product having both NCE and AMRN's patent moat. I will leave the theory and speculation there.

A side-bar: what is the incidence of dry-eye syndrome among adults world-wide? I ask because Vascepa, 4/day, has resulted in my dry eye condition to disappear. Other meds I tried failed in that respect over the past 2-3 years. Contact lenses are now comfortable again. Other anecdotal readings confirm my experience relating to mitigation of dry-eye by Vascepa. Nice side-effect. Potential market?