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  • AstraZeneca's (AZN -1.5%) $443M deal to acquire Omthera puts the U.K. company at "distinct commercial advantage" over Amarin (AMRN +0.3%), says Decision Resources' Paramjit Narang. Omthera's Epanova drug "offers higher and more constant bioavailability, and arguably better efficacy" in lowering triglyceride than Amarin's Vascepa, and it "lacks the gastrointestinal side effects of the market incumbent Lovaza," which is sold by GSK (GSK -2%). Narang reckons Epanova's annual sales could peak at $1B. [View news story]
    As a cardiologist with 40 years experience in academic medicine and private practice, VASCEPA is far superior than Lovaza, or Epanova in reducing all types of lipids fractions and sub-fractions. Analysts are wrong, almost all of these analyst have no medical background in general nor cardiology background in particular. Dr. Niessen of Cleveland Clinic hardly sees any patient -- so he is off his mind to say that fish oils EPA such as VASCEPA has no role to play in reducing cardiovascular risks. I switched from LOVAZA to VASCEPA the moment Vascepa became available. I also switched my relatives and sons to Vascepa.
    May 29 12:30 PM | 4 Likes Like |Link to Comment
  • Amarin (AMRN -2%) trades lower on reports that Vascepa's exclusivity status isn't in FDA Orange Book update for March. Earlier this week the drug was listed in a report by EvaluatePharma called "The industry's brightest hopes: where are they now?" as the fourth most disappointing drug, having seen lofty expectations of a potential $2B annual market dwindle down to just $505M. [View news story]
    Industry analysts are wrong about Amarin and Vascepa. I am a cardiologist who focuses on preventive medicine (prevents heart attack, heart failure,stroke and sudden death). This natural drug belongs in the standard of care of high cardiovascular risk patients. I see a 200%-400% return at this current price in 1-3 years. The best way to invest in AMARIN is when there are so many skeptics with incomplete knowledge of heart disease and the various alternative heart medicines out there. The time to invest is now.
    Apr 12 01:21 PM | 7 Likes Like |Link to Comment