I’ve been following the discussion on Amarin’s results.

It will be interesting to watch the share price on Monday. Longs calling for a stampede of buying and shorts calling for a 50% pullback due to placebo.

Overall, I think the results remain quite positive for physician use but also leave the door open for RVX to blow these results away longer term.

I find it interesting that AMRN cannot explain how their drug causes reduced CV risk...there are only hypotheses. RVX has worked very hard in the last few years to study how Apabetalone downregulates different elements that raise CV risk.

If I’m a big pharma buying a company or a doc prescribing a drug, I’m more reassured if a plausible MOA is offered up.

bfw