Amarin Corporation plc (AMRN)
Amarin Corporation plc is a pharmaceutical company focused on developing and commercializing therapeutics for cardiovascular diseases. Their lead product, VASCEPA, is a prescription omega-3 fatty acid used to reduce triglyceride levels.
Company Overview
Amarin Corporation offers a focused investment opportunity in cardiovascular disease therapeutics, anchored by VASCEPA, a unique omega-3 fatty acid product targeting hypertriglyceridemia, poised for growth through strategic partnerships and geographic expansion despite a challenging profitability profile.
Investment Thesis
Investing in Amarin presents a compelling, albeit risky, opportunity centered on VASCEPA's potential to address a significant unmet need in cardiovascular disease. Despite a current negative P/E ratio of -71.11 and a profit margin of -38.2%, the company's 39.1% gross margin suggests underlying product value. Key to the investment thesis is the continued market penetration of VASCEPA in reducing cardiovascular risk, driven by increasing physician awareness and patient adoption. The collaboration with Mochida Pharmaceutical offers a pathway to expand VASCEPA's reach into new markets and indications, providing a potential catalyst for revenue growth. Success hinges on effective commercial execution, strategic partnerships, and navigating the competitive landscape. The company's beta of 0.86 indicates lower volatility than the market, which may appeal to risk-averse investors.
Key Highlights
- Market Cap of $0.31B reflects the company's current valuation in the biotechnology sector.
- P/E ratio of -71.11 indicates that the company is currently not profitable.
- Gross Margin of 39.1% demonstrates the profitability of VASCEPA sales before operating expenses.
- Beta of 0.86 suggests that the stock is less volatile than the overall market.
- Collaboration with Mochida Pharmaceutical Co., Ltd. expands the potential market reach for VASCEPA.
Competitors
Strengths
- VASCEPA's proven efficacy in reducing triglyceride levels.
- Established distribution network in key markets.
- Collaboration with Mochida Pharmaceutical.
- Strong intellectual property protection for VASCEPA.
Weaknesses
- Negative profitability and high operating expenses.
- Reliance on a single product, VASCEPA.
- Competition from generic omega-3 products.
- Limited geographic reach compared to larger pharmaceutical companies.
Catalysts
- Ongoing: Continued market penetration of VASCEPA in existing markets.
- Upcoming: Potential regulatory approvals for new indications of VASCEPA.
- Ongoing: Expansion of strategic partnerships to new regions.
- Upcoming: Positive results from ongoing clinical trials.
Risks
- Ongoing: Competition from generic omega-3 products.
- Potential: Regulatory setbacks or unfavorable pricing decisions.
- Potential: Failure to secure new partnerships or expand into new markets.
- Ongoing: Dependence on VASCEPA for revenue generation.
- Potential: Product liability claims.
Growth Opportunities
- Expanding Geographic Reach: Amarin has the opportunity to expand VASCEPA's availability into new international markets beyond its current presence in the United States, Germany, Canada, Lebanon, and the United Arab Emirates. The global market for cardiovascular disease therapeutics is substantial, offering significant growth potential. Successful market entry in regions with high prevalence of hypertriglyceridemia could drive revenue growth within the next 3-5 years.
- Strategic Partnerships: Leveraging strategic partnerships with pharmaceutical companies and distributors can accelerate market penetration and expand VASCEPA's reach. Collaborations can provide access to established sales networks and marketing expertise, particularly in regions where Amarin has limited infrastructure. These partnerships could be established within the next 1-2 years, leading to increased sales and market share.
- New Indications for VASCEPA: Exploring new clinical indications for VASCEPA beyond hypertriglyceridemia could unlock additional revenue streams. Researching the efficacy of VASCEPA in other cardiovascular conditions, such as heart failure or atrial fibrillation, could broaden its market potential. Clinical trials and regulatory approvals for new indications could take 3-5 years, but successful expansion would significantly increase VASCEPA's value.
- Direct-to-Consumer Marketing: Implementing a direct-to-consumer (DTC) marketing strategy can increase patient awareness and demand for VASCEPA. DTC campaigns can educate patients about the benefits of VASCEPA and encourage them to discuss treatment options with their healthcare providers. A well-executed DTC strategy could drive prescription growth within the next 1-2 years.
- Focus on Value-Based Healthcare: As healthcare systems increasingly focus on value-based care, Amarin can position VASCEPA as a cost-effective treatment option for reducing cardiovascular events. By demonstrating the long-term economic benefits of VASCEPA in preventing costly hospitalizations and procedures, Amarin can appeal to payers and healthcare providers. This strategy requires robust health economic data and could take 2-3 years to fully implement.
Opportunities
- Expanding into new international markets.
- Developing new indications for VASCEPA.
- Strategic partnerships to expand market reach.
- Direct-to-consumer marketing to increase patient awareness.
Threats
- Generic competition eroding VASCEPA's market share.
- Regulatory challenges and pricing pressures.
- Unfavorable clinical trial results for new indications.
- Changes in healthcare policies affecting reimbursement.
Competitive Advantages
- Proprietary formulation of VASCEPA.
- Clinical trial data supporting the efficacy of VASCEPA in reducing cardiovascular events.
- Intellectual property protection for VASCEPA.
- Established brand recognition among healthcare providers.
About
Amarin Corporation plc, established in 1989 and headquartered in Dublin, Ireland, is a pharmaceutical company dedicated to the development and commercialization of therapeutics for cardiovascular diseases. Originally named Ethical Holdings plc, the company rebranded to Amarin Corporation plc in 1999, marking a strategic shift towards its current focus. The company's primary product is VASCEPA (icosapent ethyl), a prescription-only omega-3 fatty acid medication approved as an adjunct to diet to reduce triglyceride levels in adult patients with severe hypertriglyceridemia. VASCEPA distinguishes itself through its unique formulation and clinical trial data supporting its efficacy in reducing cardiovascular events. Amarin markets and sells VASCEPA principally to wholesalers and specialty pharmacy providers across the United States, Germany, Canada, Lebanon, and the United Arab Emirates. The company also has a collaboration with Mochida Pharmaceutical Co., Ltd. to develop and commercialize drug products and indications based on the active pharmaceutical ingredient in Vascepa, the omega-3 acid, and eicosapentaenoic acid, expanding its reach and potential applications. Amarin's commitment to addressing cardiovascular disease positions it within a critical and growing segment of the pharmaceutical market.
What They Do
- Develop and commercialize therapeutics for cardiovascular diseases.
- Manufacture and market VASCEPA, a prescription-only omega-3 fatty acid product.
- Offer VASCEPA as an adjunct to diet for reducing triglyceride levels.
- Sell products to wholesalers and specialty pharmacy providers.
- Collaborate with Mochida Pharmaceutical to develop and commercialize drug products.
- Focus on the active pharmaceutical ingredient in Vascepa, eicosapentaenoic acid (EPA).
Business Model
- Develop, manufacture, and commercialize VASCEPA.
- Generate revenue through sales of VASCEPA to wholesalers and specialty pharmacies.
- Collaborate with partners to expand market reach and develop new indications.
- Focus on prescription-based sales model.
FAQ
What does Amarin Corporation plc do?
Amarin Corporation plc is a pharmaceutical company focused on the development and commercialization of therapeutics for cardiovascular diseases. Its primary product is VASCEPA, a prescription-only omega-3 fatty acid medication used as an adjunct to diet to reduce triglyceride levels in adult patients with severe hypertriglyceridemia. The company sells VASCEPA to wholesalers and specialty pharmacy providers in the United States, Germany, Canada, Lebanon, and the United Arab Emirates. Amarin also collaborates with Mochida Pharmaceutical to develop and commercialize drug products based on the active ingredient in VASCEPA.
Is AMRN stock a good buy?
Amarin presents a speculative investment opportunity. While VASCEPA has demonstrated efficacy in reducing triglyceride levels and cardiovascular risk, the company's negative profitability and reliance on a single product pose significant risks. Potential investors should carefully consider the competitive landscape, regulatory environment, and the company's ability to execute its growth strategy. Success hinges on expanding VASCEPA's market reach and developing new indications, balanced against the threat of generic competition and pricing pressures. A high-risk, high-reward scenario.
What are the main risks for AMRN?
Amarin faces several key risks, including intense competition from generic omega-3 products, which could erode VASCEPA's market share. Regulatory challenges and pricing pressures could also impact revenue and profitability. The company's dependence on VASCEPA for revenue generation makes it vulnerable to product-specific risks, such as unfavorable clinical trial results or product liability claims. Furthermore, failure to secure new partnerships or expand into new markets could limit growth potential. These factors contribute to the overall risk profile of investing in Amarin.
Industry Context
Amarin operates within the biotechnology industry, specifically targeting the cardiovascular disease market. This market is characterized by a large patient population and increasing awareness of preventative treatments. The competitive landscape includes pharmaceutical companies developing and marketing drugs for dyslipidemia and cardiovascular risk reduction. Key market trends include the growing adoption of omega-3 fatty acids for cardiovascular health and the increasing focus on personalized medicine. Amarin's VASCEPA competes with generic omega-3 products and other prescription medications, requiring a strong focus on clinical differentiation and market access.
Key Customers
- Wholesalers and specialty pharmacy providers.
- Healthcare providers prescribing VASCEPA.
- Patients with severe hypertriglyceridemia.
Financials
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $49M | -$8M | $-0.37 |
| Q2 2025 | $73M | -$14M | $-0.68 |
| Q1 2025 | $42M | -$16M | $-0.76 |
| Q4 2024 | $62M | -$49M | $-2.37 |
Source: Company filings
Chart & Info
Price Chart
Amarin Corporation plc (AMRN) stock price: $13.50 (-0.22, -1.60%)
Why Bull
- •Amarin's Vascepa still looks like a key player in reducing cardiovascular risk, and doctors are getting more comfortable prescribing it.
- •Recent whispers suggest Amarin might be an acquisition target, which always gets the market buzzing with speculation.
- •Despite some setbacks, the community seems to believe in the long-term potential of Amarin's pipeline beyond just Vascepa.
- •There's a feeling that Amarin has been unfairly beaten down, and it's only a matter of time before the market corrects itself.
Why Bear
- •Generic competition is really eating into Vascepa's market share, and that's a tough headwind to overcome.
- •Community chatter indicates some concerns about management's ability to navigate the competitive landscape effectively.
- •The company's future seems almost entirely dependent on Vascepa, which makes it vulnerable to further generic intrusion or unexpected clinical data.
- •Amarin's legal battles haven't exactly inspired confidence, and the lingering uncertainty is keeping some investors away.
Latest News
-
European Equities Traded in the US as American Depositary Receipts Decline in Thursday Trading
MT Newswires · Feb 19, 2026
-
European Equities Traded in the US as American Depositary Receipts Rise in Friday Trading; Up 1.4% for Week
MT Newswires · Jan 23, 2026
-
Earnings Scheduled For October 29, 2025
benzinga · Oct 29, 2025
-
Earnings Scheduled For July 30, 2025
benzinga · Jul 30, 2025
Technical Analysis
Rationale
AI-generated technical analysis for AMRN including trend direction, momentum, and pattern recognition.
What to Watch
Key support and resistance levels, volume signals, and upcoming events.
Risk Management
Position sizing, stop-loss levels, and risk-reward assessment.
Community
Discussion
Share your analysis and discuss Amarin Corporation plc (AMRN) with other investors. Log in to post.
Sentiment
Community sentiment and discussion activity for AMRN.
Make a Prediction
Set your price target for Amarin Corporation plc (AMRN), choose a timeframe, and track your prediction accuracy.
Current price: $13.50
Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for AMRN.
Price Targets
Median: $2.00 (-83.9% from current price)
Insider Flow (30d)
MoonshotScore
Score Factors
- Revenue Growth 2/100
- Gross Margin 6/100
- Operating Leverage 4/100
- Cash Runway 8/100
- R&D Intensity 5/100
- Insider Activity 6/100
- Short Interest 7/100
- Price Momentum 6/100
- News Sentiment 5/100
What does this score mean?
The MoonshotScore rates AMRN's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Competitors & Peers
Latest News
European Equities Traded in the US as American Depositary Receipts Decline in Thursday Trading
European Equities Traded in the US as American Depositary Receipts Rise in Friday Trading; Up 1.4% for Week
Earnings Scheduled For October 29, 2025
Earnings Scheduled For July 30, 2025
Frequently Asked Questions
What does Amarin Corporation plc do?
Amarin Corporation plc is a pharmaceutical company focused on the development and commercialization of therapeutics for cardiovascular diseases. Its primary product is VASCEPA, a prescription-only omega-3 fatty acid medication used as an adjunct to diet to reduce triglyceride levels in adult patients with severe hypertriglyceridemia. The company sells VASCEPA to wholesalers and specialty pharmacy providers in the United States, Germany, Canada, Lebanon, and the United Arab Emirates. Amarin also collaborates with Mochida Pharmaceutical to develop and commercialize drug products based on the active ingredient in VASCEPA.
Is AMRN stock a good buy?
Amarin presents a speculative investment opportunity. While VASCEPA has demonstrated efficacy in reducing triglyceride levels and cardiovascular risk, the company's negative profitability and reliance on a single product pose significant risks. Potential investors should carefully consider the competitive landscape, regulatory environment, and the company's ability to execute its growth strategy. Success hinges on expanding VASCEPA's market reach and developing new indications, balanced against the threat of generic competition and pricing pressures. A high-risk, high-reward scenario.
What are the main risks for AMRN?
Amarin faces several key risks, including intense competition from generic omega-3 products, which could erode VASCEPA's market share. Regulatory challenges and pricing pressures could also impact revenue and profitability. The company's dependence on VASCEPA for revenue generation makes it vulnerable to product-specific risks, such as unfavorable clinical trial results or product liability claims. Furthermore, failure to secure new partnerships or expand into new markets could limit growth potential. These factors contribute to the overall risk profile of investing in Amarin.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Data provided for informational purposes only.