053 – Amarin Raises Guidance on Vascepa Label Expansion. ASH Updates Impress!

Amarin finally receives label expansion for Vascepa, which can now be marketed to patients with Triglyceride levels of greater or equal to 150mg/dl and existing Cardiovascular Disease or Diabetes Mellitus plus two other risk factors for CVD. In this video, I go through what I think is the potential market for this drug and the company’s valuation. I also talk about a number of other companies that had updates at ASH2019 or around that time, including BLUE, FATE, DTIL, KOD, SRPT, SNY.

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Relevant sources:

  • Fan W. Diabetes. 2018:67(Suppl 1)
  • 2019 AHA Heart Disease and Stroke Statistics
  • Fan W. J Clin Lipidol. 2018:13(1)
  • Einarson TR. Cardio Diabetol. 2018 17(83)

Disclaimer: All opinions expressed by Matt in this podcast are solely his opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast.


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