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BA University of California MSc in Organizational Behavior
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  • AMRN: Vascepa Is Not Just Any Fish Oil

    It has to be said. As a long-time investor in Amarin, I was both annoyed and amused by an author's recent article. This is the one where the author suggested an Italian study of the effects of fish oil supplements on reducing mortality among high risk cardiovascular patients was an indicator of Amarin's future with Vascepa. The author even tweeted that Amarin was done. Hmmmm.

    It doesn't take much to realize that the pills used in the Italian study were not the highly refined quality and concentration of EPA that is Amarin's Vascepa. Ludicrously, this author jumped on the statement that "dose doesn't matter" to prove his case.

    How in the world can anyone say that dose does not matter? Of course it matters! Otherwise, for example, it would not be possible to kill yourself with an overdose of Aspirin. If the concept of dose did not exist, neither would the concept of an overdose.

    Others have compared the results of this study with other drugs such as penicillin, saying that moldy bread would not stop infections. Even pure willow bark would not help with pain relief as aspirin does. Moldy bread and willow bark have not been approved by the FDA, however penicillin and aspirin have even though the active elements come from the base products. Similarly, Vascepa has been approved by the FDA for its proven effectiveness in reducing very high triglycerides with the isolated elements from fish oil. Now, is An author going to go so far to say now that high triglycerides no longer have anything to do with heart disease and that lowering them doesn't help to prevent cardiovascular events? There is nothing to suggest that the author was qualified make such assumptions as no science background. Can years of scientific and academic research and findings be nullified by the author's suggestion that Vascepa no longer counts because he cannot see that the relationship between Vascepa and CV disease is different than that of the fish oil pills used in the Italian study. What have we come to?

    I am not a scientist or a physician. Nor am I an analyst but I am someone who has followed and studied Amarin for over three years as an investor and someone who appreciates that there has been a great science of distillation and refinement behind the creation of Vascepa. The benefits to come by having it available to the healthcare community will be a game changer. Why do I say this? Because it doesn't take a scientist to understand that Vascepa is not fish oil - as in what is available over the counter any more than gasoline is the same as crude oil. You don't get that cache of patents, not to mention the patents still pending, for extracted fish oil!

    The NCE cannot come soon enough!

    Disclosure: I am long AMRN.

    Tags: AMRN, Biotech
    May 24 11:31 AM | Link | Comment!
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