How Do You Solve a Problem Like Vascepa?

Amarin (Nasdaq: AMRN  ) , the pharma company that recently gained FDA approval for its hypertriglyceridemia drug Vascepa, will post its third-quarter earnings on Nov. 8. Although this therapeutic hasn't hit the market yet, it has the potential to grab market share from GlaxoSmithKline's (NYSE: GSK  ) drug Lovaza.

Since the drug was approved, investors have been waiting to hear about two important issues: whether Vascepa will be granted New Chemical Entity, or NCE, status by the FDA, and whether the company will be acquired. It is possible that Amarin will commercialize Vascepa on its own if it fails to be bought or find a strategic partner.

In the following video, health care analysts Max Macaluso and David Williamson discuss Amarin and what investors should be on the lookout for in its upcoming report.

The biotech space can make or break investors overnight, and, while Amarin's future is still unclear, the company could have huge potential. If you're an investor looking for more insight on Amarin, don't invest a dollar before reading everything you need to know about Amarin. This new premium research report can help you weigh the opportunities and risks associated with this stock. Click here now to keep reading.

Max Macaluso, Ph.D. holds no position in any company mentioned above. David Williamson owns shares of Amarin, but he holds no other position in any company mentioned. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. Try any of our Foolish newsletter services free for 30 days. The Motley Fool has a disclosure policy.


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  • Report this Comment On November 03, 2012, at 9:56 PM, idahithat wrote:

    With all Due Respect, a Fool PhD just told me something short of what the average (at least the non paid basher) yahoo poster could recount about Amarin and Vascepa.

    NCE does equal 2 important years but I have never heard of a "NCE cliff". The crisis big pharma is dealing with is called a Patent Cliff for good reason. The patents Amarin has currently recorded in the FDA Orange book expire in 2030 ( four, and counting http://www.accessdata.fda.gov/scripts/cder/ob/docs/patexclne....

    One could argue until blue in the face about the strength of the patents but previous history indicate the USPTO is rigorous and reliable in it's determinations, and you should not neglect the impact of supply lock up agreements and technical know how. Look into recent related BASF moves at minimum.

    Approval was granted at July's end, supply build up is underway, and roll out was and is still slated for 1q13. Nothing has fallen off the table. If a big pharma take out is not accomplished by year end, the only high percentage expected result will be a far higher premium after sales numbers validate. Personally I accept either result but welcome the slower better yield and have arranged my holdings to account for a deal, an agreement, or a go it alone strategy.

    For those seeking the fast (and minimal) buck, an immediate deal is adequate so day traders are busy bemoaning so called perils of the quite normal pace of negotiating progress. For those holding out for the highest premium, even a year out is small price to pay for a Marine + Anchor valuation. 20 is preposterous, I don't care what the share price is today. 30 will require some up rate clauses, probably in conjunction to a marketing agreement. >>40 is nearer fair value for the current product.

    MF, please provide a more insightful product to regain your relevance.

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