Mar. 7 at 5:46 PM
$AMRN ❌ No mention of Amarin ending 2025 with ~
$303M in cash and no debt, placing the company close to a net-cash valuation.
❌ No mention of the ~
$70M operating expense reset that materially lowered the company’s cost structure.
❌ No mention of Amarin achieving positive cash flow in Q4 2025.
❌ No mention of the strategic shift to a partner-led royalty model (globally) after exiting direct EU commercialization.
❌ No mention of Amarin retaining Barclays as exclusive financial advisor for a strategic review.
❌ No mention of that strategic reviews often lead to partnerships, asset sales, or full company acquisitions.
❌ No mention of the EMT2 oncology trial evaluating EPA in colorectal cancer liver metastasis.
❌ No mention of the potential oncology expansion opportunity if EMT2 results are positive.
❌ No mention of the LR-EtEPA reformulation program that could reset exclusivity and differentiate from generics.
