"AMRN seems to have some patent issues and generics will hit in 2029 regardless.....Apabetalone could have a slightly longer and much cleaner runway"

Amarin and Vascepa also have omega-3 competitors on the horizon. Astrazeneca's Epanova has an ongoing STRENGTH cardiovascular outcomes (CVOT) trial that reads out probably early next year. Other smaller companies have omega-3 products like Acasti's CaPre and Matinas' MAT-9001 that have shown effects on plasma triglyerides but haven't yet started CVOTs. There are differences in the EPA/DHA content and chemical form of these different products. However, omega-3 competitors are definitely a concern for Amarin's market share in the future. Since all other BET bromodomain inhibitors other than apabetalone are in clinical trials for oncology only, and none of these have the safety profile of apabetalone, and almost all of these are pan-BET inhibitors, there is not much competition for apabetalone right now.

BearDownAZ