Amarin Corporation PLC (AMRN) News

My point exactly, so then why bother to have them as independent directors??? Just kick them out and replace them with knowledgeable in pharma business. respected people in the BP pharma industry.

Scientific Games? Man that is a blast from the past. I remember that one.

They all are just Denner’s proxy. They will do exactly as Denner will ask them to do.

Today I went green on AMRN. So much for all the screaming about the stock collapsing and going to an $80 million market cap post-reverse split. Like I said, these people will learn something.

By the way, everyone keeps on talking about Denner, but what about all these Amarin directors( Saprissa's Capital executives), have you or anyone on this board see any of them buy some shares of AMRN since they were elected to this board? That should tell you something.

Agree
We need it to grow to 200+
And the BO 300-400
To get anywhere close to the ATH

north, I said years ago - if you had an ETF on your Portfolio' - I would put all my money in that Index of yours 🙂

North, I sure hope it ultimately goes way over $50.. At $50 I'll still take a loss. I have an approximate $4.85 CB pre RS or $97 CB post RS. I know, it sucks to be me. But I think there are a lot of others in my position.

Spouse and I have around 14 ten-baggers in our accounts now. Best has been 7600 shares NVDA with December 2009 split-adjusted entry of $0.42 per share, now trading over $106 per share.Thousands or hundreds of each of  IBM, CPRX, CORT, PX, VCEL, SBUX, WGS, MSFT, GILD, AMAT, AMD are others. CPRX and VCEL are each in 2 accounts. We are hoping Sarissa's efforts will cause AMRN to reach at least $50 before buyout. 

19 more days like this and I'm back to breakeven. Long way to go.

Amarin MarketEdge Today: NeutralStock shows Strongly Improving Conditions. SCORE = 4 
If you are Short this stock, consider covering or monitor stock closely. 
Stock is an Early Entry Buy Candidate if stock closes above 10.16
On 04/24/2025, The stock is outperforming the market when compared to the S&P 500 over the last 50 trading days. The MACD-LT, an intermediate-term trend indicator, is bullish at this time. A close above $10.16 is a number to watch to confirm a trend reversal.Momentum as measured by the 14-day RSI is gaining in strength. The stock is in a short-term overbought condition based on a Slow % K stochastic reading of 80 or higher. Over the last 50 trading sessions, there has been more volume on up days than on down days, indicating that AMRN is under accumulation, which is a bullish condition. The stock is trading above a rising 50-day moving average which confirms the improving technical condition.

No problems re whatever shorting is going on. Why raise the topic? AMRN shares are +~ 8% at $11.18 for the day.

JRoon71

Not looking good for your predictions

1. Always does the opposite of what we think
2. Someone always knows before good or bad
3. Hard to short 20 million shares

IMO this is either a big bear or bull trap !! Time will tell but time is running out

Michael

PL, have you ever looked deeper?

Do you think it is just a coincidence that millions of shares of Sarissa's AMRN holdings "vanish" from the filings from time to time? And that one of his funds (that we know of), the Master Fund (not Master Fund II), is allowed to sell short, and also one of the only funds that is incorporated in the Cayman Islands instead of Delaware, where the rest of his funds are incorporated? And that Cayman Island funds are exempt from SEC reporting? And that he stated that he could employ shorting and other derivative instruments in his Amarin proxy presentation? And that *someone* has been strategically shorting Amarin for the past few years? And even when the stock price hit it's all-time low of $0.37 (or whatever the low was), they did not cover ANY of their short position at that price? (which is absurd)

I am just confused how people are so resistant to facts that are right in front of them. Occam's Razor?

You are also correct about the fact that Denner, ignoring the fact that shorting has never been a big part of his strategy, is not shorting Amarin. He has largely been a plain vanilla activist that seeks control, clean up, value realization via M&A takeout.

I already voted no to issuing any more comp shares.

The Denner pumps are working hard ahead of the AGM...

You are correct. I took SciGames (now Light & Wonder) from lows of $4s to $45 in 1 year on Covid dump in 2020 (should have held for 20x). You are also correct about the fact that Denner, ignoring the fact that shorting has never been a big part of his strategy, is not shorting Amarin. He has largely been a plain vanilla activist that seeks control, clean up, value realization via M&A takeout.

Well considering what you just said, here is what I intend to do:
It is obvious that Sarissa is trying to make AMRN look pretty before the AGM & the proxy statement to be filed by stockholders. Looking at the stock incentive plan, it seems outrageous that based on the total amount of outstanding shares of 21.3 million, they would propose an additional £38 million to the now outstanding amount.
Therefore, I will vote No on section 11 & 12 of the proxy. I will also vote no on all members of the board except for Berg, since the others are just puppets of Sarissa Capital & Denner just use them to avoid having to disburse any money from his own pocket, at the expense of AMRN shareholders. They have done absolutely nothing for the shareholders. The only person doing anything is the lawyer writing all the filings.

I have all the confidence that vascepa will prove superior to all of these: Inclisiran (Leqvio), Zerlasiran, Lerodalcibep, Muvalaplin,
Nexletol (Bempedoic Acid), Lepodisiran, Plozasiran - It just has to Because we SAY so !!!

The reason so many retailers don't make money is that they think history simply repeats itself. AMRN stock always falls after earnings, so it will fall again. Stock always goes down after a reverse split, so it will drop again. They are like news anchors who predict what has already happened. As I said, I was in pre-market, pre-earnings, and pre-outcomes trials and made big money every time. I am loaded again at the lowest valuation ever. I bought all the way down to 36 cents without panicking. I started buying in the $0.60s...my average is $1.11, which is $0.19 away from the ask. I will make seven figures here when it's all done. Has anyone had a 10 bagger here? I have and it's not done following the herd.

Understand. Figured you knew that. 

Why is it nonsense? Denner is a hedge fund manager. It's what they do. They will employ any means necessary to maximize their return. Shorting, running options, etc. is part of the basic hedge fund playbook. You can't call something that is standard procedure in the industry a "conspiracy theory".

In Denner's Amarin proxy presentation, they even indicated that shorting is a technique they may employ.

These conspiracy theories of amrn being shorted so that company or Denner can buy back cheaper or take it private is complete nonsense. Laughable crap.

Keto diets increase CV risk

Did A.I. tell you that? Modern medical dogma about lipid biology and heart health is based (and funded by) 50+ years of promoting carbohydrate based diets to support the large and powerful US grain industry and shunning natural fats in the diet. The chronic metabolic damage and resulting CVD issues are ultimately caused by excessive carb intake. Particularly fructose which must process through the liver and slams right into the lipogenesis pathway spiking blood lipid levels and inflammation. It does not trigger the leptin system like protein, fats and simple glucose, so you don't feel the same level of satiety relative to energy intake meaning people will still feel hunger even in an over fed energy state so they eat more leading to even higher blood lipid levels as the body stores the excess calories. LDL and Tg's are just the natural mechanism for the body to transport and stored excess calories as fat. They get out of control because of the excessive carbohydrate in the diet. Fructose is a hepatic toxin.

What happens with "Keto" and why every gets weird with it is when someone who's been eating the standard US diet of government subsidized High Fructose Corn Syrup since birth with a wrecked metabolism and clogged arteries suddenly switches to protein and fat and eliminates carbs, the body switches to ketone metabolism and mobilizes years of lipids from storage and their blood fat levels spike. The sugar indoctrinated doctors see this and think that's "bad" and link it to all of the fat they suddenly started eating. People also tend to jump right into the diet causing them a lot of overall stress and don't know how to manage their electrolytes, hydration causing a lot of other problems. The people who jump onto the keto diet are usually overweight with severe insulin resistance with a long history of yoyo dieting and well on their way to an event anyway.

Besides the drug industry certainly does not want a purely natural solution to fructose metabolic toxicity when they can sell the masses statins, vascepa, eze, psk9s and glp1s... Fructose makes billions for Big Food and Big Pharma.

No he is the biggest AMRN pumper around no way he sold. As far as a fall that will likely happen after the ER like it always does. We usually are down 20% the day they announce the earnings. Not having any news on China, France, or Germany is not going to help matters eithers.

No, I have never sold a single share (other than some tax loss harvesting a few years ago, but bought back after 30 day window).

We hit $12.80 in January. Then we hit $7.00 in March. I think after the AGM we will re-test those lows from last month. I will buy some more then to keep getting my CB lower (I think my CB is now around $45/$2.25 pre-split).

It's not an indictment of Amarin, just the fact that this is how the stock trades, and there is nothing short-term to push the price up (unless Sarissa/Amarin make some big announcement, or begin buying). With no buying pressure, the SP will drift back down for now. I still believe in the stock long-term. When Denner wants it to run, it will run.

I'm totally embarrassed, The Columbia had the hole in the wing. The Challenger was the O-Ring failure.

These conspiracy theories of amrn being shorted so that company or Denner can buy back cheaper or take it private is complete nonsense. Laughable crap.

Jroon either sold a bunch thinking he ll buy back 4 to 6 or he is out. Yes, we will continue to grind up. Just like I predicted no fall and big short attack post reverse split. It's retail clowns that think just because they did a reverse split its going to 4 bux. 4 bux is 80m cap...
Sure thing. I feast on clowns like that. Of course I never thought we hit .36 but I was buying. I was able to lower my break even from .61 to .55 which is about 11 dollars.

Keto diets increase CV risk ...and only Navarro is as dumb as rocks ( or at least a bag of bricks )
Kiwi

Whaddya think Bull? Are we in a trading range or trending upwards? Earnings in 4 days according to my broker. Could be a good trading stock. 23% + rise in share price. 8.89 on 4/17 to 10.95 HOD today. Buy in small increments 1000 shares or so? Shampoo, rinse, repeat.

Chromosome, after the AGM, we will re-test the March low of $7. You will get your chance again. NSleven, for the record, I never got a chance to buy any shares in the 9’s as I was traveling for work. Looks like a missed opportunity.

My, my, such a small world we live in. Yes, I'm intimately aware of the Challenger "Disaster" I taught a class to my colleagues and pinpointed all the holes in the Space Shuttle Program. Who would have thought a piece of styrofoam could put a garbage can size hole in the leading wing edge? What was even more glaring was the ineptitude of all the departments associated. I read the entire Root Cause report. NASA engineers suspected something may have hit the shuttle on takeoff. They requested the "eye in the Sky" (another agency not to be named) take a look. They were recalcitrant about the request, basically they said they were booked up and didn't think it was a priority.
!986 was a terrible year for disasters; The Challenger, Chernobyl to name a few.

The Columbia Disaster was another case where One agency didn't know what the other agency was doing.

Tats, I would be more concerned about him floating a private-placement convertible note

I must be dumb as rocks but someone explain what DrTro is trying to say about Ketogenic diets? TIA

Here's an idea if you want to reduce plaque: pic.twitter.com/SWOIEuDL9W— Mike Everts (@GeoWizz_) April 24, 2025

Mixed EPA/DHA formulations like Lovaza, OMACOR, or FO Dietary Supplements:

1- Do NOT Reduce CRP
2- Do NOT Reduce CVE's

Now recovered to +5.4%

Pre-market price dropped by >17%?!?

We have been treating plaque seriously for years - the cholesterol number still doesn’t mean much to me but plaque matters and treatment to reduce plaque is warranted

Address: MetS, HTN, obesity, stress, diabetes, smoking, sedentary

Consider
0) k2/d3
1) asa
2) ezetimibe,…— DoctorTro (@DoctorTro) April 23, 2025

Dose-dependent effects of omega-3 polyunsaturated fatty acids on C-reactive protein concentrations in cardiometabolic disorders: a dose–response meta-analysis of randomized clinical trials Review
Published: 22 April 2025
https://link.springer.com/article/10.1007/s10787-025-01744-8

I worked much of my career on Space Shuttle flight critical hardware so I know about root cause analysis. Challenger and Columbia are stark examples of what happens when you don't get to root cause. Diane Vaughan's book, The Challenger Launch Decision is an in depth look how things can go wrong if you're interested. 
I worked as a sort of Coop student at Argonne National Lab's Zero Power Plutonium Reactor in Idaho for a semester. One of my projects was to figure out why scram rod springs were breaking. Not sure why they gave the job to the Coop student. Anyway, folks get nervous about scram rod failures in a fast breeder reactor with a positive Doppler coefficient and 1,100 kg of plutonium in the core and air cooling. I did get to root cause by the way. 
Root cause for heart disease is a little more complicated than lifestyle choices. If you have high Lp(a) or HF, it doesn't really matter what your lifestyle choices are. As you know, the current cardio cabal pretty much doesn't go any farther than high LDL-C. Based on the science I read, I'm inclined to believe damaged (eg., oxidized) LDL-C is a key root cause in that it causes endothelial inflammation that leads to plaque buildup. Yeah, it's nice to talk about lifestyle choices but given Big Food's unrestrained emphasis on high profit addictive foods, people are at a disadvantage. Can't restrict that tho because, socialism you know.  The thing about root causes, when you finally get there, the fix has to be something that can be realistically implemented. Now in the case of heart disease, I believe widespread use of Vascepa would allow HHS to far exceed their goal. The powers that be have too much money at stake to have any incentive to meaningfully make an impact in my opinion. 

Denisk. You're not combining a PCSK9 , Statin and Vascepa into 1 drug .
For a high risk population like some one who is HeFH , prior MI you want max therapy .
Max therapy is probably Vascepa added to the Statin and PCSK9 ...as per Capts recent chart .
We just need to trial data on PCSK9 plus statin vs PCSK9 plus statin plus Vascepa over a 2 yr period .
Were there fewer CV events in the PCSK9 plus Statin plus Vascepa cohort ?

NVS was running trials in Germany with Inclisiran ( PCSK9 ) plus Statin

Pooled Analysis of ORION-9, -10, -11 (18 Months): A patient-level analysis of these Phase III trials (including ORION-11 with German sites) reported a 26% lower probability of MACE with inclisiran (OR 0.74, 95% CI 0.58–0.94) over 18 months, with background statin use in 91.8% of patients.

This is data after 18 mths ......26% lower probability of MACE .
Would the probability of MACE be even lower after 18 mths IF Vascepa was added .
Data Capt has suggests so

Kiwi



Kiwi

Thank you for your response. based on your reasoning & explanation, it then seems superfluous to invest in the drug being developed by VERVE Therapeutics, considering the timing involved in competing the trials and the high price of the drug. On the other hand it is also based on an assumption that Amarin could partner with NVS and do a combo for CVS risk reduction.
So, assuming that AMRN is headed in that direction, meaning that they do an Inclisiran trial with Vascepa ( both FDA approved drugs) which would be sold at a much better price (insurance reimbursement %) to the consumers as : PCSK9+ Statin + Vascepa. Then how long would it take for that combo to get approved & commercialized to market?

Why are you fat? Because I like to eat. Why do you like to eat? Because I get bored. Why do you get bored? Because there's 150 channels on TV and nothing to watch. (Root cause 3 why's).

You fall into the trap of landing on what you want to be the root cause early at 3 which is why 5 is required to push thru some of the personal bias. "But why not 10 Whys?" Because by 8 or 9... you will ultimately land on humanity being the root cause and for some reason people get really nervous about the corrective actions.

Some Root Causes are easier to get to the WHY?
Why are you fat? Because I like to eat. Why do you like to eat? Because I get bored. Why do you get bored? Because there's 150 channels on TV and nothing to watch. (Root cause 3 why's).

Why does our food suck? Because there's all kinds of chemicals in it. Why is there a bunch of chemicals in our food? I don't know ask the Gubmint. Why ask the Gubmint? Because I'm too lazy to do anything about it myself. Bingo! Sounds WOKE to me.

Reactor Coolant Pump Failures or Backup Diesel Generator fail to start and your in deep doo-doo.

In my line of work we focus on "Root Causes" you're always asking the why question until you get to the root cause. Our root cause for Heart disease is obesity and lifestyle choices. Our choices of food sucks.

"5 Whys" is the norm. Sounds like you gave up after only 1 or 2...

Why is Obesity the cause?
Why do our food choices suck?
...

Before any of that occurs you have a far better chance of Denner running a 20M share offering to fund those fancy new projects and nailing the lid on the coffin of all current 20:1 shareholders... ahem, I mean bagholders. You will be expected to buy into the new game with new shares to make money. He reset the chess board for a new game.

In addition, in the second half of 2025, Verve remains on track to report the final data for the dose escalation portion of the Heart-2 clinical trial, deliver the opt-in package for the PCSK9 program to Eli Lilly and Company (Lilly), and initiate the Phase 2 clinical trial for the PCSK9 program.
This is a Fast Tracked program which is a plus .
But the P2 trial will be a lot larger than the P 1 trial ...maybe international so multiple sites to set up and recruit for . I'd have to see how long the P1 trial ran ...6 mths or a yrs change in LDL ? So it may take 2 yrs before they have the final readout of their P 2 trial .

In about the same time NVS and AMRN could do a Inclisiran trial with Vascepa ( both FDA approved drugs ) in say German CAD patients following an MI ...ie a very high risk group . Follow them for 1.5 -2 yrs just as they are already doing with Inclisiran and Statins .
I think Capt posted a chart recently showing PCSK9+ Statin + Vascepa was the best possible combo for CV risk reduction.

Back to Verve ...after the P 2 trial the FDA almost always insists on a very large P3 trial before approving a drug that may be widely used. Its not like theres no available drugs for He FH . There is ..Repatha ( which I take ) and Inclisiran .

So even on eventual approval ...Verve's drug will be expensive . NVS could cut the price of Inclisiran and health providers can say ...hey we will give you Inclisiran twice a yr ...when you're coming in for a physical or flu shot ...if you want the Verve drug , you pay for it
JMO
Kiwi
PS. The P1 trial ..... Study duration 1 year with long-
term follow-up for another 14 years
in a separate trial
So U need to get everyone recruited and followed for 1 yr .
So their P2 will be at least 2 yrs from initiation to readout .

I read that the PCSK9 program, known as VERVE-102 is scheduled the P2 phase for the 2nd half of 2025, that's not years away? or am I misunderstanding something?

Seve, you're also only looking at today. I think Denner is trying to accomplish a number of things to increase valuation:
1. Continue building out EU pipeline and RoW.
2. Develop new label expansion, product, or combo story (ie. new formulation, GLP-1 oral combo story, authorized generic strategy, etc.)
3. Along with #2 above (via new formulation and AG), as well as with ongoing litigation, attempt to re-capture some or all of US market (and then the ability actually start marketing again).

There is a potential range of outcomes. If only #1 happens above, we'll see a modest multiple (2-3x) of projected EU revenue and RoW royalties. US revenue multiple would be modest, at best (again, this is assuming they cannot manage to re-capture any of the market). This would be the low-end/worst case, ~$2B buyout.

If they can expand the label, roll out the new formulation, establish a combination therapy, re-capture US market, or some combination of those, then the multiple will expand materially (6-8x or more is not unheard of) on a much higher projected revenue base. $5-8B is possible under this scenario.

If Denner did not think any of this was possible, they would have either cut their losses, or sold the company for $1-2B already. But I think his expectation is far beyond that.

Many people point to the Medicines Company deal, but I see it more closely resembling the Ariad/Takeda deal. He sold Ariad for $5.2B when it was doing 150-200M in revenue on Iclusig. A drug that had faced challenges from the FDA. It took 4-5 years for that deal to take place after Sarissa first got involved.

But Sarissa needs to have some of this in place (or at least in motion) before a max deal can take place. I think this is going to take another 18-24 months to come to fruition. Europe has just been much slower to evolve, and I am certain they want at least China and France under national reimbursement, as well as more clarity on their legal situation. They could also have the new formulation and AG on the table within that timeframe.

It's also my belief that Sarissa is hoarding cash (their own cash). I think there will come a point where a bunch of factors evolve at the same time (what was mentioned above, as well as Sarissa and/or Amarin buying shares) and we see some explosive SP growth. This will be the signal that a deal is heating up. They want to start shopping the company at a moment of strength, not weakness.

But...the lack of transparency/communication, and the stock price manipulation has been highly frustrating.