Amarin - The Science Of Lipid Therapy (Seite 3)

[nionus]

https://www.evaluate.com/node/14238/amp

[nionus]

...warum findet weder die combo-Pille noch die BRAVE-Studie eine Erwähnung ???
Weiß jemand hier mehr dazu?

[Magnetfeldfredy]

Amarin

Comeback:

Der Aktienkurs von Amarin steigt nach höher als erwarteten vorläufigen Ergebnissen für das 4. Quartal
10. Januar 2024, 7:25 Uhr ETAktie von Amarin Corporation plc (AMRN)Von: Preeti Singh, SA News Editor4 Kommentare
Weiche Fischölkapseln auf rosa Hintergrund
anilakkus/E+ via Getty Images

Amarin (NASDAQ:AMRN) wird am Mittwoch vorbörslich mit über +15% gehandelt, nachdem das Unternehmen den vorläufigen Umsatz für das 72. Quartal auf 74 bis 4 Mio. $ geschätzt hat, was deutlich über dem aktuellen Konsens von 62,03 Mio. $ liegt.

Der vorläufige Umsatz für das Gesamtjahr wurde auf 304 bis 306 Mio. $ geschätzt und übertraf damit auch die Erwartungen der Analysten von 294,18 Mio. $.

Amarin beendete das Jahr 2023 mit rund 321 Mio. $ an Barmitteln und Investitionen, mit einem positiven Cashflow von etwa 10 Mio. $ für das Gesamtjahr. Dies ist das sechste Quartal in Folge mit positiver oder neutraler Liquidität.

Patrick Holt, CEO von Amarin, sagte: "Wir beginnen das Jahr 2024 mit einer Reihe positiver Aspekte: Wir haben eine solide Cash-Position und keine Schulden; Unser europäisches Geschäft zeigt erste Anzeichen von Fortschritten nach einer neuen Führung und einer neuen Strategie. Unser US-Geschäft behält weiterhin die IPE-Marktführerschaft und befindet sich mit Exklusivverträgen ab 2024 in einer soliden Position; und unsere Partner im Rest der Welt treiben die Kommerzialisierung und den Marktzugang voran."

Amarin (AMRN) kündigte außerdem ein Aktienrückkaufprogramm von Stammaktien im Wert von bis zu 50 Mio. $ an, die in Form von American Depository Shares gehalten werden. Sie wird die Genehmigung des Programms auf der Aktionärsversammlung 2024 im 2. Quartal 2024 beantragen.

Das Unternehmen macht weiterhin Fortschritte bei der Senkung der Betriebskosten und ist weiterhin auf dem besten Weg, jährliche Einsparungen in Höhe von 40 Millionen US-Dollar zu erzielen.

Mehr über Amarin
Transkript der Telefonkonferenz zur Amarin Corporation plc (AMRN) zum 3. Quartal 2023
Sarissa Capital sagt, dass die Amarin-Aktie unterbewertet ist, Monate nach dem Gewinn des Proxy-Wettbewerbs
Amneal Pharma paktiert mit Strides zur Markteinführung des Generikums Vascepa
Auf der Suche nach Alphas Quant-Rating für Amarin
Historische Verdienstdaten für Amarin

[Magnetfeldfredy]

Amarin

Turnaround?

Amarin (NASDAQ:AMRN) erhält Overweight-Rating von Cantor Fitzgerald
Geschrieben von MarketBeat
21. Dezember 2023
FREIGEBEN
Amarin-Logo mit medizinischem Hintergrund
Die Aktie von Amarin (NASDAQ:AMRN - Get Free Report) wurde von den Analysten von Cantor Fitzgerald in einem am Montag veröffentlichten Research-Bericht mit "Overweight" bewertet, berichtet PriceTargets.com. Cantor Fitzgerald gab auch Schätzungen für die Gewinne von Amarin im Geschäftsjahr 2023 mit einem Gewinn je Aktie von (0,16 $) und für das Geschäftsjahr 2024 mit einem Gewinn je Aktie von (0,05 $) ab.

[Magnetfeldfredy]

Amarin

Sarissa, der größte Aktienbesitzer von Amarin, 33 Millionen Aktien, hat aufgestockt und die Aktie für stark unterbewertet erklärt, wie ich:


Sarissa Capital Believes Amarin Stock Is Meaningfully Undervalued and Has Increased Its Ownership

Sarissa sees turnaround in progress but it will take time

Sarissa has not sold any Amarin shares
December 04, 2023 04:23 PM Eastern Standard Time

GREENWICH, Conn.--(BUSINESS WIRE)--Sarissa Capital Management LP (“Sarissa”) today issued the following statement regarding Amarin Corporation plc (NASDAQ: AMRN):

Sarissa believes Amarin’s stock is significantly undervalued. We continue to believe in both the tremendous value of Vascepa/Vazkepa to cardiovascular patients worldwide and the market opportunity. We are very upset that the stock has remained low. We expect that over time that value will be reflected in the stock price. We hope that recent progress detailed below will cause the stock to begin to reflect the value we think it has.

We remain long-term shareholders and have been purchasing shares at these depressed prices, as will be detailed in tomorrow’s 13D filing. We have never sold any shares of Amarin and have only increased our position since we made the investment.

Since reconstituting the board nine months ago, Amarin has made significant progress to strengthen its business operations and corporate governance and to remake the company for shareholders:

Reorganizing the leadership team under new CEO Patrick Holt with his international leadership and turnaround operating experience
Streamlining the U.S. business to maximize cash flows
Reworking Europe’s commercial infrastructure and pricing and reimbursement activities to be more effective and cost-efficient in key markets
Achieving national reimbursement approvals and launches of Vazkepa in Europe, including in Spain, Netherlands, and Scotland, as well as in China through EddingPharm
Securing multiple international partnership deals, including in Australia/New Zealand, South Korea and Southeast Asia, to grow Vazkepa globally

In Sarissa’s experience, turning around companies takes time. We are pleased with the progress that Amarin has made to date and expect the value to be reflected in the stock price over time. We share all shareholders’ frustration in the low stock price.

Forward-Looking Statements

This press release contains forward-looking statements, within the meaning of U.S. securities laws, including, but not limited to, expectations regarding Amarin’s stock value and financial performance, metrics, and initiatives, including beliefs about the overall world-wide market potential of VASCEPA/VAZKEPA. These forward-looking statements are not promises or guarantees and involve substantial risks and uncertainties. A list and description of these risks, uncertainties and other risks associated with an investment in Amarin can be found in Amarin's filings with the U.S. Securities and Exchange Commission, including Amarin’s annual report on Form 10-K for the year ended December 31, 2022. Existing and prospective investors are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date they are made. Except to the extent required by applicable law, Sarissa will not undertake and specifically declines any obligation to disclose the results of any revisions that may be made to any projected results or forward-looking statements herein to reflect events or circumstances after the date of such projected results or statements or to reflect the occurrence of anticipated or unanticipated events.
Contacts

Dayna Packes
Sarissa Capital Management LP
[e-mail]
Sarissa Capital Management LP
More NewsRSS feed for Sarissa Capital Management LP

June 28, 2023
Sarissa Capital Urges Alkermes Shareholders to Vote “FOR” Sarah Schlesinger and “WITHHOLD” Incumbent Director Richard Gaynor
June 26, 2023
Sarissa Issues Presentation Highlighting Sarissa Nominees Are Qualified to Create Value for Alkermes Shareholders
June 22, 2023
Independent Proxy Advisory Firm ISS Agrees With Sarissa Capital That Shareholders’ Interests Would Be Best Served With Direct Shareholder Representation on the Alkermes Board

Contacts

Dayna Packes
Sarissa Capital Management LP
[e-mail]

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[Magnetfeldfredy]

Amarin

Der Kurs ist ein Witz, 321 Millionen US Dollar auf der Bank, keine Schulden und 8 Millionen positiver cash flow im Q3 2023:

Amarin meldet Finanzergebnisse für das dritte Quartal 2023

AMRN
+1.61%
Amarin Corporation plc
Mi, 1. November 2023 um 12:00 Uhr GMT+1
In diesem Artikel:

AMRN
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Amarin Corporation plc
Amarin Corporation plc
-- Das Unternehmen meldete im dritten Quartal 66 einen Gesamtnettoumsatz von 2023 Millionen US-Dollar --

- Positiver Cashflow in Höhe von 8 Mio. $ im Quartal, das fünfte Quartal in Folge mit positivem Cashflow1; Barmittelposition zum Quartalsende von 321 Millionen US-Dollar --

-- Das Unternehmen erzielt weiterhin einen signifikanten Gewinn in den USA durch den verlängerten Lebenszyklus und die Marktführerschaft der Marke VASCEPA® --

-- Frühe Fortschritte bei der Markteinführung in europäischen Ländern durch neue Führung --

-- Das Unternehmen wird heute um 8:00 Uhr ET eine Telefonkonferenz abhalten --

DUBLIN, Irland und BRIDGEWATER, N.J., Nov. 01, 2023 (GLOBE NEWSWIRE) -- Amarin Corporation plc (NASDAQ:AMRN) gab heute die Finanzergebnisse für das am 30. September 2023 endende Quartal bekannt und gab ein Update zur Geschäftstätigkeit des Unternehmens.

"Da wir uns darauf konzentrieren, Ergebnisse zu erzielen, die den Aktionärswert steigern, gibt es Gründe, optimistisch in die Zukunft von Amarin zu blicken", sagte Patrick Holt, President und CEO von Amarin. "Wir verfügen über eine starke Bilanz mit 321 Millionen US-Dollar an Barmitteln, darunter fünf aufeinanderfolgende Quartale mit positivem Cashflow und ohne Schulden, was beweist, dass wir unsere Barmittel effektiv verwalten können. In den USA verlängern wir weiterhin den Lebenszyklus und behalten die Marktführerschaft mit der Marke VASCEPA,® die einen bedeutenden Gewinn und Cashflow für das Gesamtgeschäft bietet. Wir haben noch mehr Arbeit vor uns, um die Umsätze in Europa zu steigern, aber ich bin ermutigt durch die Auswirkungen der neuen Führung und unseres Teams, das in den kürzlich gestarteten Ländern erste Ergebnisse liefert. Wir haben auch erste Fortschritte bei Partnern im Rest der Welt gesehen, insbesondere bei unserer Chance in China."

"Für unser Team ist unser Weg in die Zukunft einfach: Wir wollen die Anzahl der Patienten mit unserem Produkt maximieren, was die operative Dynamik beschleunigen und den Aktionärswert steigern wird", sagte Holt.

Europa

Amarin hat sowohl bei den kommerziellen als auch bei den Preis- und Erstattungsbemühungen in Europa weitere Fortschritte gemacht.

Amarin hat eine frühe Markteinführung von VAZKEPA in mehreren europäischen Ländern im Gange, darunter Großbritannien (England, Wales und Schottland), Spanien und die Niederlande, wobei erste positive Fortschritte durch die Einführungsbemühungen unter neuer Führung erzielt wurden.

In addition to these launch activities, the team in Europe is continuing to advance various Health Technology Assessment (HTA) processes and pricing & reimbursement discussions in all markets where Amarin has submitted market access dossiers. In July and August 2023, Amarin announced the following positive pricing and reimbursement milestones:

The Spanish Drug Pricing Committee recommended the national reimbursement of VAZKEPA® (icosapent ethyl) to reduce the risk of cardiovascular (CV) events in patients with high cardiovascular risk.

The Dutch Ministry of Health approved VAZKEPA for national reimbursement in the Netherlands.

The Scottish Medicines Consortium (SMC) accepted VAZKEPA for reimbursement.

Although Italy's AIFA issued a negative reimbursement decision for VAZKEPA in that country, Amarin has finalized a new path forward to seek access to VAZKEPA for Italian patients by the end of 2024. In France, Amarin continues to progress its access strategy for VAZKEPA with the national health authorities. The Company does not expect this process to conclude in 2024. In Germany, Amarin is exploring new options to re-enter the market, and the Company will update investors in the coming quarters.

United States

U.S. product net revenue was $62.4 million in the third quarter of 2023, a decline of $2.2 million versus the second quarter of 2023, a decrease of 3% sequentially. The Company maintains approximately 57% market share of IPE (icosapent ethyl) prescriptions despite generic competition as the U.S. commercial organization continues an efficient support of branded VASCEPA.

During the third quarter of 2023, Amarin maintained its existing access for VASCEPA in exclusive accounts, representing approximately 43% of all Commercial and Part D lives on a weighted average basis.

The U.S. business continues to be profitable and support our global operations. Amarin continues to actively monitor key performance indicators in the U.S. market and is prepared to execute multiple strategies to support the business moving forward.

Rest of World

In China, Amarin’s partner Edding Pharm launched VASCEPA in October to treat adult patients with severe hypertriglyceridemia (≥ 500 mg/dL). Edding also announced that it has submitted its regulatory filing with the National Medical Products Administration (NMPA) for the Company’s new indication marketing application for VASCEPA to potentially treat cardiovascular risk reduction (CVRR). The Company is now awaiting the agency’s acceptance of that filing.

Amarin is in the second year of a three-year plan to submit and obtain regulatory approval in 20 or more additional countries and regions around the world to ensure that patients in the top 50 cardiometabolic markets worldwide can benefit from VASCEPA/VAZKEPA.

In the third quarter of 2023, Amarin signed an exclusive commercialization agreement with Lotus Pharmaceuticals to distribute and commercialize VAZKEPA across 10 countries in Southeast Asia and South Korea. Amarin also announced an exclusive marketing and commercial agreement with Neopharm for VAZKEPA in Israel.

Financial Update

Total net revenue for the three months ended September 30, 2023, was $66.1 million, compared to $89.9 million in the corresponding period of 2022, a decrease of 27%. Total net revenue in the quarter includes $64.9 million in net product revenue and approximately $1.2 million in licensing and royalty revenue.

Net product revenue for the three months ended September 30, 2023, was $64.9 million, compared to $89.2 million in the corresponding period of 2022, a decrease of 27%. This decrease was driven by generic competition resulting in lower volume, as well as increased net pricing pressure offset primarily by a one-time Medicaid rebate adjustment of $6.5 million, versus the third quarter of 2022. In Europe revenue was $0.8 million in the third quarter of 2023.

Amarin recognized licensing and royalty revenue of $1.2 million and $0.7 million during the three months ended September 30, 2023 and 2022, respectively, from VASCEPA-related commercial sales from our partners in Canada, the China region and the Middle East, as well as an upfront licensing fee from our partner in South Korea and ASEAN.

Cost of goods sold for the three months ended September 30, 2023, was $36.2 million, compared to $27.0 million in the corresponding period of 2022. Amarin’s overall gross margin on net product revenue for the three months ended September 30, 2023 was 44%, compared with 70% for the corresponding period of 2022. As a result of amended supplier agreements Amarin recognized a charge of $12.7 million during the three months ended September 30, 2023. During the three months ended September 30, 2022, Amarin also amended a supplier agreement resulting in a charge of $3.1 million. Excluding the impact of these one-time items, gross margin was 64% and 73% for the three months ended September 30, 2023 and 2022, respectively.

Selling, general and administrative expenses for the three months ended September 30, 2023, was $45.5 million, compared to $58.7 million in the corresponding period of the prior year. This decrease was primarily due to the implementation of our previously announced cost reduction plan.

Research and development expenses for the three months ended September 30, 2023, were $5.1 million, compared to $5.8 million in the corresponding period of the prior year. This decrease was primarily driven by the implementation of our previously announced cost reduction plan.

Restructuring expense for the three months ended September 30, 2023 was $0.7 million compared to $3.5 million in the corresponding period of the prior year. The charge in the current year is due to the implementation of the Organizational Restructuring Plan which was approved during the second quarter of 2023 and announced on July 18, 2023, which resulted in a reduction of our entire U.S. sales field force, while maintaining our managed care and trade organization to support U.S. commercial efforts, as well as a reduction of approximately 30% of non-sales positions. The prior year charge was primarily the result of the discontinuation of the German operations as a result of not being able to reach a viable agreement on the reimbursement price for VAZKEPA in Germany.

Under U.S. GAAP, Amarin reported a net loss of $19.3 million for the three months ended September 30, 2023, or basic and diluted loss per share of $0.05. For the three months ended September 30, 2022, Amarin reported a net loss of $5.1 million, or basic and diluted loss per share of $0.01. Amarin reported aggregate cash and investments of $321 million as of September 30, 2023 compared to $306 million as of September 30, 2022.

2023 Financial Outlook

Amarin continues to make progress on reducing operating expenses and managing its cash position and on-track to deliver $40 million of annual savings based on the reduction in force announced in July 2023. With the recent cash preservation initiatives, Amarin reiterates its belief that current cash and investments and other assets are adequate to support continued operations, including European launch activities.

Conference Call and Webcast Information

Amarin will host a conference call on November 1, 2023, at 8:00 a.m. ET to discuss this information. The conference call can be accessed on the investor relations section of the company's website at www.amarincorp.com, or via telephone by dialing 877-545-0523 within the United States, 973-528-0016 from outside the United States, and referencing conference ID 991868. A replay of the call will be made available for a period of two weeks following the conference call. To listen to a replay of the call, dial 877-481-4010 from within the United States and 919-882-2331 from outside of the United States, and reference conference ID 49172. A replay of the call will also be available through the company's website shortly after the call.

[lobberland]

Oh grün 🥳 darauf einen Dujardin

[asthmamoah]

Antwort auf Beitrag Nr.: 74.538.976 von Stevo0815 am 26.09.23 07:31:47

Ja, und sie hatten vor 14 Tagen noch einmal aufgestockt

[Stevo0815]

Ist Sarissa noch an Board?

[asthmamoah]

🙋‍♂️ Weiterhin glaube ich an Amarin