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Krill Poses No Threat To Rx Omega -3 Drugs

|Includes: Amarin Corporation PLC (AMRN), GSK

Although Krill is currently being studied in a Phase-II trial, with similar favorable bioavailability results that we typically see in vitro (lab settings) it has two major issues:

1) bioavailability doesn't always mean you get incremental favorable human outcomes (Omega-3 free fatty acid example with Epanova - showed no dose dependent incremental benefit)

2) it is currently impossible to commercialize Rx grade krill - the material is not stable, degrades/spoils easily and does not use processes that FDA would approve for commercialization. In my view, this means the stuff being used in these trials today would not be the same required by FDA to market - therefore a smokescreen. Investors should be cautious.

No impact to Lovaza and/or Vascepa. They would have to do positive phase 3, do most of them over with actual material they plan to commercialize in order to be valid for FDA, do longer term and higher dose safety studies (none on krill today) and do an outcomes study. Probably talking 5-7 years and over $100MM.