AMARIN - NCE vs. “Me-Too”- 3 or 5 years of Minimum Life?
AMR101 (R in US, PR in EU; pharma-grade ethyl icosapentate/omega fatty acid – no DHA) despite offering better efficacy and properties vs. GSK’s Lovaza (L, omega-3-acid ethyl esters, hypertriglyceridemia, Table 1) faces an uncertain commercial future. Even if approved, does AMRN have the teeth to challenge Lovaza on its own? Legitimate concerns on patent have prevailed but the final verdict of deciding “3 or 5 years or more” lies with the FDA and the dilemma before the investors is “to be or not to be”! We have analyzed different scenarios below projecting launch in US only as there is no visibility on EU filings yet. If FDA does not designate AMR101 as a NCE, it will have… For more details, please read our report released on Nov. 16th, 2011 on AMRN titled “NCE vs. “Me-Too”- 3 or 5 years of Minimum Life?”
COMPANIES MENTIONED
AMARIN
AMARIN
