Amarin - The Science Of Lipid Therapy (Seite 9)

[Stevo0815]

Da bin ich voll bei dir! Wäre sehr schön, jedoch scheint das keiner außerhalb unserer elitären Runde zu glauben.
Durchhalten!

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 72.776.192 von lobberland am 18.11.22 08:44:36

Amarin

Ja, schrecklich der Kurs bei den guten Meldungen, 60 % des US Marktes, dem patentierten CV Markt hat Amarin sicher und macht ca. 400 Millionen US Dollar jährlich und ist cash flow positiv!
Dazu Europa mit Patentschutz bis 2030 und länger mit 1 Milliarde jährlichem Potential....
Die Weltneuheit Vascepa+Statin ist in Entwicklung und wird nächstes Jahr die Generika in den USA das Leben schwer machen....

Ich sag zweistelling in ca. 6-12 Monaten!

[lobberland]

Antwort auf Beitrag Nr.: 72.775.253 von Stevo0815 am 17.11.22 22:46:15

Bis zum Tag der Übernahme und dann muss ich mir das Kursgemeiere nicht mehr antun
…hoffe ich

[Stevo0815]

Also ich verstehe die Kursentwicklung nicht mehr. Wir haben so viele positive Meldungen und der Kurs geht gen Süden.

[Magnetfeldfredy]

Amarin

Super, wollte ich auch grade posten und sehr wichtig ohne Mineralöl-Placebo in der Kontrollgruppe, damit dürfte das Mineralölproblem endgütlig aus der Welt sein, jedoch wird Schwachsinns-Arzt Dr. Nissen der mit EPA-DHA grandios scheiterte weiter Lügen verbreiten!

[PrevDoc]

RESPECT-EPA: positive Resultate!

EPA bringt Benefit (Reduktion kardiovaskulärer Ereignisse) in Kombination mit Statin bei (relativ schlanken) Japanern mit KHK, umso mehr sollte es bei (fetten) Amerikanern wirken... Studie war möglicherweise noch "underprowered", weil die Ereignisrate in der Kontrollgruppe ohne EPA niedriger ausfiel als erwartet. Aber klar ist: EPA hat eine eigenständige Wirkung, die NICHT durch ein Mineralöl-Placebo vorgetäuscht wird - denn das war in RESPECT-EPA nicht im Einsatz.

RESPECT-EPA: Highly Purified EPA Appears to Reduce Risks of CV Events in Japanese CAD Patients on Statins
Nov 06, 2022
ACC News Story

Use of highly purified eicosapentaenoic acid (EPA) demonstrated borderline statistical significance in reducing the risk of adverse cardiovascular events in Japanese patients with chronic coronary artery disease (CAD) who were also being treated with statins, based on results from the RESPECT-EPA trial presented Nov. 6 during AHA 2022 in Chicago.

The trial enrolled 3,844 patients, of whom 2,506 were randomized to either EPA (1,800 mg/day) or a control group. Additionally, 1,338 patients were included in a high-EPA/AA group. The median age of study participants was approximately 68 years, roughly 82% were male, 45% had diabetes mellitus, and the majority had hypertension and a history of cardiovascular disease. All participants were receiving statins for at least one month before inclusion.

The primary endpoint was a composite of cardiovascular death, nonfatal myocardial infarction, nonfatal cerebral infarction, unstable angina pectoris requiring emergency hospitalization and coronary revascularization procedure, and revascularization procedure based on clinical findings. The secondary endpoint was the composite events of CAD, composite events of stroke, and events related to death.

Results found the primary endpoint was the same across the EPA and control groups at two years follow-up (4.7%), with a slight variation in favor of EPA at four years (8.6% vs. 8.8%), and a greater benefit with EPA at six years (10.9% vs. 14.9%). Similar results occurred with the secondary endpoint, with the greatest difference occurring at six years (8.0% in the EPA group vs. 11.3% with the control group). There was no significant difference in all-cause mortality between the two groups and only a slight significant different in cardiovascular mortality at six years post-randomization between the EPA (2.0%) and control (3.0%) groups.

"Present findings indicate a possible prognostic benefit of EPA in chronic CAD patients with statins whose EPA/AA ratio was low (<0.4)," said Hiroyuki Daida, MD, FACC, when presenting the findings. However, he noted that the baseline level of EPA in Japanese individuals has been considered to be relatively higher than that in Western countries, which could be a limitation to the study. Additionally, he highlighted that the study might be underpowered, as the actual event rate was lower than estimated, and the alternative hazard ratio was set as 0.7.

[Stevo0815]

Oh man, dass wäre wirklich mal gut, wenn etwas positives Eintritt. Ich drücke die Daumen aller investierten.

[PrevDoc]

Am Sonntag 23:00 MEZ wird auf dem AHA Kongress in Chicago als Late Breaking Clinical Trial RESPECT-EPA präsentiert, quasi eine modifizierte JELIS Studie, ebenfalls in Japan. Statin + Epa 1,8 g oder nur Statin. Ich bin zuversichtlich, dass diese Studie die leidige Debatte um das angeblich schädliche Placebo-Mineralöl beenden wird. Denn es gibt hier kein Placebo. Spannende Frage: Wieviel bringt EPA 1,8 g zusätzlich zum Statin???
Wenn´s funktioniert und einen Zusatznutzen hat, würde das bedeuten:
- EPA wirkt tatsächlich (und nicht wegen einer Risikosteigerung in der Placebo-Gruppe durch Paraffinöl)
- EPA ist die wirksame Substanz, wohingegen EPA/DHA-Kombipräparate nichts gebracht haben
- Eine niedrigere EPA-Dosis als in REDUCE-IT funktioniert schon (wie in JELIS)
- Die Tages-Therapiekosten würden erheblich sinken und das Medikament leichter (auch vom schwierigen G-BA) zugelassen.
"Fingers crossed"... 😉

[Magnetfeldfredy]

Amarin

Amarin gains as activist Sarissa starts process for special meeting to replace some board members
Oct. 11, 2022 10:30 AM ETAmarin Corporation plc (AMRN)By: Joshua Fineman, SA News Editor1 Comment

Fish Oil supplement Capsules isolated on white background

obewon/iStock via Getty Images

Amarin Corp. (NASDAQ:AMRN) rose 2.1% after activist Sarissa Capital said it has started the process for calling a special meeting to to replace some board members.
"We hope that this process will ultimately be unnecessary and that the board will act swiftly to appoint our representatives to the board," Sarissa said in a statement. "However, given how reactive and drawn out the board process has been to date, we have little optimism that the board will now act with necessary and sufficient urgency."
Amarin (AMRN) didn't immediately respond to Seeking Alpha email request for comment.
Sarissa Capital is Amarin's (AMRN) largest holder with a ~6% stake. Activist investor Sarissa, led Alex Denner, who at one time worked for Carl Icahn, announced in early June that it planned to seek representation on the company’s board.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 72.462.984 von nionus am 25.09.22 08:54:40

Amarin

Zeit wirds, Sarissa Capital mit Legende Alex Denner reißt den BOD von Amarin den Arsch auf und ruft Sondersitzung, mit Entfernung von aktionärsschädlichen Direktoren, ein:

Das wird, nach dem Motto der toten Hosen, Hey hey hier kommt Alex:

Sarissa Capital Has Commenced the Process to Call a Special Meeting of Amarin Shareholders to Remove and Replace Certain Board Members

Tue, October 11, 2022 at 1:30 PM
In this article:

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Sarissa believes Amarin risks destroying additional shareholder value unless Sarissa representatives are immediately added to the board

Amarin board’s governance process lacks urgency and disregards shareholder vote at annual meeting

GREENWICH, Conn., October 11, 2022--(BUSINESS WIRE)--Sarissa Capital Management LP ("Sarissa") today made the following statement regarding its ongoing discussions with Amarin Corporation plc (NASDAQ: AMRN) regarding board representation:

Amarin’s board seems to be trying to outdo the misguided leadership of the Roman Emperor Nero who played his lyre while Rome was engulfed in flames. Their "imperial" attitude and inaction is the problem. We, along with all shareholders, must try to fix the company.

This year alone, Amarin shareholders have lost over $850 million as the stock has fallen 64% year to date.* Since the annual meeting, at which we believe shareholders loudly voiced their concerns with leadership and the direction of the company, Amarin’s stock has fallen 38% and shareholders have lost over $280 million.† Notably, at the annual meeting, nearly half of votes by shareholders for directors up for re-election this year, which included those in leadership roles, were "against" or "abstentions."

Sarissa, the largest shareholder of Amarin and a sophisticated institutional investor with a long history of shareholder value creation in healthcare companies, wants to help restore lost value and guide the company through this critical period. We fear that the continued mismanagement of the business will result in further permanent destruction of shareholder value. We believe Amarin’s current trajectory risks the company running out of cash and will result in the need to raise capital at a terrible valuation, severely diluting existing shareholders and further destroying shareholder value.

As we have heard from many shareholders, Amarin appears to not share our collective sense of urgency. Sarissa has discussed with the company adding shareholder representatives to the board for many months, but the board appears to be running a dawdling process that seems to ignore the critical period facing the company. Even after the clear and loud vote by shareholders in June, the directors on Amarin’s board took more than twelve weeks to interview Sarissa board candidates, seemingly unable to prioritize the company over their summer schedules while destroying further shareholder value. The drawn-out process appears to us to embody the company’s lackadaisical and reactive management of shareholder capital.

We cannot stand idly by as the board and management continue to risk destroying further shareholder value and potentially make the business increasingly unsalvageable. Sarissa has a history of helping struggling healthcare companies, including in the cardiovascular space, such as The Medicines Company. In order to turn the company around, we believe Sarissa representatives must be added to the board immediately. Although we will continue our discussions with the company, we have commenced the process to call a special meeting of shareholders to remove and replace certain Amarin directors who we believe do not serve the interest of shareholders. We hope that this process will ultimately be unnecessary and that the board will act swiftly to appoint our representatives to the board. However, given how reactive and drawn out the board process has been to date, we have little optimism that the board will now act with necessary and sufficient urgency.

*Calculated from end of day 12/31/2021 to 10/10/2022. Source: Bloomberg
†Calculated from end of day 6/27/2021 to 10/10/2022. Source: Bloomberg

###

CERTAIN INFORMATION CONCERNING THE PARTICIPANTS

Sarissa Capital Management LP ("Sarissa Capital"), together with the funds and other private investment vehicles for which Sarissa Capital acts as the investment advisor (collectively, "Sarissa"), intends to file a preliminary proxy statement and accompanying proxy card with the Securities and Exchange Commission ("SEC") to be used to solicit votes for the election of its slate of highly-qualified nominees as directors of Amarin Corporation plc (the "Company"), at a special meeting of shareholders of the Company.

SARISSA STRONGLY ADVISES ALL SHAREHOLDERS OF THE COMPANY TO READ THE PROXY STATEMENT AND OTHER PROXY MATERIALS AS THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION. SUCH PROXY MATERIALS WILL BE AVAILABLE AT NO CHARGE ON THE SEC’S WEB SITE AT WWW.SEC.GOV. IN ADDITION, THE PARTICIPANTS IN THIS PROXY SOLICITATION WILL PROVIDE COPIES OF THE PROXY STATEMENT WITHOUT CHARGE, WHEN AVAILABLE, UPON REQUEST. REQUESTS FOR COPIES SHOULD BE DIRECTED TO THE PARTICIPANTS’ PROXY SOLICITOR.

The anticipated participants in the proxy solicitation include Sarissa and Dr. Alexander J. Denner, the Chief Investment Officer of Sarissa Capital and the ultimate general partner of Sarissa Capital.

As of the date hereof, Sarissa and Dr. Denner may be deemed to beneficially own 24,000,000 ordinary shares, 50 pence par value per share, of the Company.

View source version on businesswire.com: https://www.businesswire.com/news/home/20221011005498/en/

Contacts

Jean Puong
Sarissa Capital Management LP
[e-mail]