060 – Amarin Loses Vascepa Exclusivity in USA. Athersys Pivots to COVID-19.

The District Court of Nevada rules that Amarin’s Vascepa patents are invalid, but an appeal has already been filed! Axsome therapeutics fails their Phase 3 trial in treatment-resistant depression, but plans on moving forward with another trial. Finally, I talk about Athersys and their Multistem Cell Therapy for Acute Respiratory Distress Syndrome after receiving a “Highly Relevant” designation from the Biomedical Advanced Research and Development Authority (BARDA) of United States HHS.

For more details on the Amarin patent case, check out Zachary Silbersher’s blog here: https://www.markmanadvisors.com/blog/2020/3/31/can-amarin-win-on-appeal-in-the-vascepa-patent-litigation

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. Support Breaking Biotech by donating to their Tip Jar: https://tips.pinecast.com/jar/breaking-biotech

 

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.

Follow me on twitter @matthewlepoire

Email me at matthewlepoire@gmail.com

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.

 

046 – FDA Announces Last Minute Advisory Committee For Amarin’s Vascepa

Hey everyone! In this video, I discuss the relationship history between Amarin and the FDA regarding their EPA medication (Vascepa) for the lowering of triglycerides. I believe the difficulty #AMRN has had with the FDA in the past has made the market concerned about Vascepa’s future given recent announcement of an advisory committee meeting for label expansion of Vascepa. I also talk about Sarepta, Novartis and Gilead. Thanks for watching!

For my previous analysis of Amarin, check out #034.

*This is not investment advice. Please do your own due diligence before ever investing in equity markets.*

http://www.breakingbiotech.com
Great resource on Amarin’s approval issues with the FDA

 

034 – FDA’s Gottlieb Resigns plus AMRN Breakdown

In this episode, I talk about the latest news in the biotech sector with details on my DCF model for Amarin and their fish oil pill, vascepa. I also talk about the limb-girdle data from Sarepta.

Hit the like and subscribe button!

*this is not investment advice*

http://www.breakingbiotech.com

 

Amarin’s Vascepa Success

-Amarin’s EPA medicine called Vascepa recently showed a 25% relative risk reduction in newly announced data from a CardioVascular Outcomes Trial.
-Today I breakdown the results and talk about how it compares to other CVOT data and whether Amarin is likely to rival companies with a LDL-c lowering drug pipelines.

Relevant links:
http://investor.amarincorp.com/node/15741/pdf

Click to access AMRN%20Investor%20Deck%20Sept%20Post%20R-IT%20v3.pdf


https://www.ncbi.nlm.nih.gov/pubmed/29935936

*this is not investment/trading advice*
Follow me @matthewlepoire

 
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