Core Viewpoint - Investors are expected to focus on the sales performance of Amarin Corporation's sole marketed drug, Vascepa/Vazkepa, during the upcoming Q2 2025 results announcement, with a consensus estimate of $45.2 million in revenue and a loss of 60 cents per share [1][5]. Group 1: Sales Performance - Vascepa is approved in the U.S. for treating severe hypertriglyceridemia and reducing cardiovascular event risks, and in the EU as Vazkepa for the same indications [2]. - U.S. sales of Vascepa are likely to have declined in Q2 2025 due to increasing generic competition, while EU sales of Vazkepa are expected to have increased significantly, particularly in the UK and Spain [3][5]. Group 2: Cost Management and Financial Position - Amarin has restructured its commercial infrastructure in Europe to align with pricing and reimbursement, which may have contributed to a decline in operating expenses due to cost optimization efforts [4][5]. - The company signed a long-term license and supply agreement with Recordati for Vazkepa across 59 EU countries, which includes an upfront payment of $25 million and potential milestone payments of up to $150 million, likely enhancing Amarin's cash position and projected to deliver approximately $70 million in cost savings over the next year [6][7]. Group 3: Earnings Surprise History - Amarin has a mixed earnings surprise history, beating estimates in two of the last four quarters, meeting once, and missing once, with an average surprise of 29.11% [8]. - The company currently has an Earnings ESP of 0.00% as both the Most Accurate Estimate and Zacks Consensus Estimate are at a loss of 60 cents per share, with a Zacks Rank of 1 (Strong Buy) [10].

Core Points - Amarin Corporation plc will host a conference call on July 30, 2025, at 8:00 a.m. ET to discuss its second quarter 2025 results and recent strategic steps [1][2] - The financial results will be released in the pre-market hours on the same day [2] Conference Call and Webcast Information - Access to the live call can be found on the investor relations section of Amarin's website, with specific dial-in numbers provided for both the United States and international participants [3] - A replay of the call will be available shortly after the live event through the company's website [3] Company Overview - Amarin is an innovative pharmaceutical company focused on cardiovascular disease management, with offices in multiple countries including the United States, Ireland, and Switzerland [4] - The company aims to enhance the scientific understanding of cardiovascular risk that persists beyond traditional therapies [4] Investor Communication - Amarin utilizes its website and investor relations section to communicate with investors and the public, providing access to various materials including presentations, SEC filings, and press releases [5] - The company encourages regular review of the information posted on these channels, which may include updates on social media [5]

Market Overview - The three major U.S. stock indexes closed lower last week, with the Dow Jones Industrial Average down 1%, the S&P 500 down 0.3%, and the Nasdaq Composite down 0.1% [1] - The market pullback was influenced by renewed U.S. tariff threats, particularly higher levies on Canada and the European Union, raising concerns about economic growth and inflation [2] Earnings Performance - Despite tariff concerns, many investors focused on strong earnings reports from airlines and consumer stocks, indicating a resilient economy [2] - The second-quarter earnings season is critical for assessing the impact of tariffs on corporate profits [3] Zacks Research Performance - Mogo Inc. shares surged 81.8% since being upgraded to Zacks Rank 2 (Buy) on May 8, significantly outperforming the S&P 500's 11.1% increase [4] - ATI Inc. also saw a 32.6% return since its upgrade to Zacks Rank 2 on May 6, compared to the S&P 500's 10.7% increase [5] - A hypothetical portfolio of Zacks Rank 1 (Strong Buy) stocks returned +6.51% in May 2025, outperforming the S&P 500's +4.47% [5] Zacks Recommendations - Amarin Corporation and European Wax Center shares increased by 62.6% and 49.9%, respectively, after being upgraded to Outperform on May 12, against the S&P 500's 10.5% rise [8] - The Zacks Focus List portfolio returned 8.84% in 2025 (through June 30) compared to the S&P 500's +6.21% [12] Portfolio Performance - The Zacks Earnings Certain Admiral Portfolio (ECAP) returned +3.20% in Q1 2025, outperforming the S&P 500's -4.30% decline [16] - The Zacks Earnings Certain Dividend Portfolio (ECDP) returned +5.74% in Q1 2025, compared to the S&P 500's -2.41% [20] - The Zacks Top 10 Stocks portfolio delivered +11.8% year-to-date through June 2025, outperforming the S&P 500's +6.2% [22] Long-term Performance - Since 2004, the Zacks Focus List portfolio has produced an annualized return of +11.60%, compared to +10.22% for the S&P 500 [15] - The Top 10 portfolio has generated a cumulative return of +2,246.8% since 2012, significantly outperforming the S&P 500's +502.3% [24]

Strategic Partnerships & Financial Restructuring - Amarin has entered into an exclusive license and supply agreement with Recordati to commercialize VAZKEPA in 59 countries, primarily in Europe[13] - The Recordati agreement includes $25 million in upfront cash[9] and up to $150 million in milestone payments based on net sales levels[9] - Global restructuring is expected to generate approximately $70 million in cost savings over the next 12 months[6, 16, 24] VAZKEPA/VAZKEPA Market & Growth - VAZKEPA has CVRR indication regulatory approvals in 49 global markets[7] - Demand for VASCEPA/VAZKEPA has grown by 77% in aggregate, comparing Q1 2025 to Q1 2024[22] - The company maintains over 40% share of the IPE market in the U S [21] US Market & Global Expansion - The refined commercial strategy in the U S focuses on payer coverage post-loss of exclusivity[21] - Partnerships in Rest of World are focused on maximizing patient access to VASCEPA globally, with commercialization across 11 countries and regulatory submissions pending in 8 additional markets[23]

Core Insights - Amarin's shares surged 27.3% following the announcement of an exclusive long-term licensing agreement with Recordati to commercialize its drug Vazkepa across 59 EU countries [1][6]. Licensing Agreement Details - The agreement grants Recordati exclusive rights to market Vazkepa in Europe, with Amarin receiving an upfront payment of $25 million and potential milestone payments of up to $150 million based on sales targets [4][6]. - Amarin expects to achieve approximately $70 million in cost savings over the next 12 months as part of a strategy to enhance growth and reduce operational costs [3][7]. Product and Market Context - Vazkepa is approved in the EU for treating severe hypertriglyceridemia and reducing cardiovascular event risks, similar to its approval in the U.S. under the name Vascepa [2]. - The drug is protected by patents until 2039 in the EU, which supports its market expansion efforts [3]. Financial Position and Growth Strategy - The licensing deal strengthens Amarin's cash position, with nearly $300 million in cash and no debt as of March-end [7]. - The partnership with Recordati is expected to enhance Amarin's financial strength and accelerate its path to positive cash flow through new revenue opportunities [7][8]. Industry Position - Amarin's stock has increased by 65.3% year-to-date, contrasting with a 4.2% decline in the industry [5]. - Recordati's established cardiovascular portfolio, which includes treatments for hypertension and heart failure, positions it well to expand the reach of Vazkepa [8].

Company Overview - Amarin (AMRN) shares increased by 27.3% to close at $16.04, with notable trading volume compared to typical sessions, and a 13.4% gain over the past four weeks [1][2] Recent Developments - Amarin licensed EU rights to its drug Vazkepa to Recordati, an Italy-based company, for $25 million upfront, with potential milestones of up to $150 million and ongoing royalties, significantly expanding Vazkepa's market reach and reducing EU-related costs by an expected $70 million over the next 12 months [2] Financial Performance - The company is expected to report a quarterly loss of $0.60 per share, a year-over-year change of -400%, with revenues projected at $45.19 million, down 33% from the previous year [3] - The consensus EPS estimate for the quarter has been revised 22.4% higher over the last 30 days, indicating a positive trend that may lead to price appreciation [4] Industry Context - Amarin is part of the Zacks Medical - Biomedical and Genetics industry, which includes other companies like MannKind (MNKD), which saw a 5.1% increase in its last trading session [5] - MannKind's consensus EPS estimate has remained unchanged at $0.04, reflecting a -20% change from the previous year, and it currently holds a Zacks Rank of 3 (Hold) [6]

Amarin Corporation (AMRN) Conference Call Summary Company Overview - **Company**: Amarin Corporation - **Date**: June 24, 2025 - **Key Product**: VASCEPA (Veskepta in Europe) Core Industry Insights - **Industry**: Cardiovascular Pharmaceuticals - **Market Need**: Significant unmet need in cardiovascular disease treatment, particularly in Europe [5][9][31] Key Announcements - **Partnership with Recordati**: - Amarin has entered a long-term partnership with Recordati to commercialize VASCEPA in Europe [5][6] - Recordati is recognized for its extensive cardiovascular expertise and established infrastructure [5][6] - The partnership aims to enhance patient access to VASCEPA across Europe [5][9] Financial Highlights - **Upfront Payment**: Amarin will receive an upfront payment of $25 million [7] - **Milestone Payments**: Potential milestone payments up to $150 million based on Recordati's sales performance [7][25] - **Supply-Based Revenues**: Amarin will receive royalties and revenues from product supply, which are significant for the company [7][8] - **Cost Structure Improvement**: Expected cost savings of approximately $70 million over the next twelve months due to restructuring [13][14] Market Performance - **U.S. Sales**: Nearly 28 million prescriptions of VASCEPA have been written, with 2.4 million patients treated since launch [10] - **Global Strategy**: Focus on driving access and utilization in various international markets while maintaining a profitable U.S. business [10][15] Strategic Focus - **Restructuring**: Amarin plans to become a leaner organization to support global business and maximize shareholder value [8][19] - **Long-Term Vision**: The partnership with Recordati is seen as a critical step in executing Amarin's global strategy and strengthening its financial position [19][20] Competitive Landscape - **Complementary Positioning**: VASCEPA is positioned as a complementary therapy to existing LDL-lowering treatments, not a direct competitor [36][37] - **Market Dynamics**: The cardiovascular market is becoming increasingly crowded, but VASCEPA's unique clinical profile offers significant growth potential [36][38] Risk Factors - **Forward-Looking Statements**: The company cautions that actual results may differ from projections due to various risk factors, including market dynamics and operational challenges [2][3] Conclusion - **Future Outlook**: Amarin is optimistic about the partnership with Recordati and the potential for VASCEPA to address cardiovascular disease needs in Europe, while also maintaining a strong position in the U.S. market [19][20]

Core Points - Amarin Corporation has entered into a long-term licensing and supply agreement with Recordati S.p.A. to commercialize VAZKEPA in 59 countries, primarily in Europe, aiming to enhance the product's market reach and financial position [1][2] - The partnership is expected to generate approximately $70 million in cost savings over the next 12 months through streamlined global operations, particularly by reducing commercialization expenses in Europe [1][12] - Amarin's financial strength includes nearly $300 million in cash and no debt, positioning the company for accelerated positive cash flow [2][3] Company Strategy - The collaboration with Recordati is seen as a strategic move to leverage their expertise in the cardiovascular space, which aligns with Amarin's goal of maximizing long-term shareholder value [2][4] - Amarin will continue to focus on its U.S. operations, which are profitable and provide meaningful cash flows, while also exploring international partnerships to enhance revenue generation [12] Financial Terms of the Agreement - Amarin will receive an upfront payment of $25 million and potential milestone payments up to $150 million based on Recordati's commercial sales performance [5] - The agreement includes supply-based revenues and royalties from the commercialization of VAZKEPA [5] Market Context - Recordati is a well-established pharmaceutical company with a strong presence in the cardiovascular market, which constitutes about 25% of its Specialty and Primary Care business [3] - The partnership is expected to enhance the commercial opportunity for VAZKEPA in Europe, where Amarin holds patent protection until 2039 [2][4]

Core Viewpoint - Amarin Corporation PLC (AMRN) is showing potential for a bullish breakout as it has reached a key support level and formed a "golden cross" in its moving averages [1][2]. Technical Indicators - A "golden cross" occurs when a short-term moving average (50-day) crosses above a long-term moving average (200-day), indicating a potential bullish trend [2]. - The formation of a golden cross typically follows a downtrend, a crossover of moving averages, and culminates in an upward price movement [3]. Performance Metrics - AMRN has experienced a rally of 25.2% over the past four weeks, suggesting strong momentum [4]. - The company currently holds a 2 (Buy) rating on the Zacks Rank, indicating positive market sentiment [4]. Earnings Outlook - There have been no cuts to earnings estimates for the current quarter, with three revisions higher in the past 60 days, contributing to a positive earnings outlook [4]. - The Zacks Consensus Estimate for AMRN has also increased, further solidifying the bullish case for the stock [4]. Investment Consideration - Given the technical indicators and positive earnings revisions, investors are encouraged to consider adding AMRN to their watchlist [6].

Company Performance - Amarin (AMRN) has returned 36.6% year-to-date, significantly outperforming the average loss of 2.3% in the Medical sector [4] - The Zacks Consensus Estimate for AMRN's full-year earnings has increased by 57% over the past three months, indicating improved analyst sentiment and a positive earnings outlook [3] Industry Context - Amarin is part of the Medical - Biomedical and Genetics industry, which consists of 502 individual stocks and currently ranks 78 in the Zacks Industry Rank [5] - The average performance of the Medical - Biomedical and Genetics industry has seen a loss of 0.6% year-to-date, further highlighting Amarin's strong performance relative to its peers [5] Sector Ranking - The Medical group, which includes Amarin, is currently ranked 6 within the Zacks Sector Rank, which evaluates 16 different sector groups [2] - Amarin holds a Zacks Rank of 2 (Buy), suggesting a favorable investment outlook [3][4]