Nov 21st 2012 - Edison Investment Research today published a report on Amarin entitled "Waiting For The FDA". In summary, the report says:
Amarin’s potential blockbuster Vascepa (icosapent ethyl) is ostensibly due to be launched into the large US cardiovascular market in Q113, although how this will be achieved remains unresolved. Uncertainty over Vascepa’s market exclusivity and commercial strategy has weighed on the shares (-30%) since FDA approval in July 2012. Amarin is considering a trade sale, securing a partner or going it alone as the commercial option for Vascepa. The imminent FDA decision (expected in Dec 12) on Vascepa’s NCE status is a major potential catalyst and could set the shares on a new trajectory, although multiple FDA delays to this verdict do not bode well.
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