027 – Amarin Sells Off Amid Positive Vascepa Data

Amarin recently published data from their REDUCE-IT cardiovascular outcomes trial. Their EPA medicine, Vascepa, showed a 25% relative risk reduction compared to placebo. EPA is an omega-3 fatty acid that previously showed a 19% relative risk reduction in cardiovascular outcomes in a Japanese study (JELIS, 2007). Amarin saw a hazard ratio of 0.75 in their primary endpoint, which evaluated cardiovascular death, nonfatal myocardial infarction, nonfatal stroke, coronary revascularization, and unstable angina. In this video, I go through two critiques of the study:
1) Lack of mechanistic insight
2) Mineral oil use in the placebo group
I believe Vascepa is likely to get FDA approval for the indication of reducing cardiovascular disease in patients with over 150mg/dl Triglycerides on statin therapy.

This is not investment advice, do your own due diligence.

Relevant links:
https://investor.amarincorp.com/
https://www.nejm.org/doi/full/10.1056/NEJMoa1812792
https://www.nejm.org/doi/full/10.1056/NEJMe1814004

 

025 – Biogen & Adamas Disappoint but Esperion Thrives

Today, I go through the subgroup analyses of BAN2401 from Biogen/Eisai, the latest Esperion p3 data and the disappointing results from Adamas’ Q3 results.

This is not investment advice, but only for information purposes.

Follow me @matthewlepoire
http://www.breakingbiotech.com

 
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