AMRN Stock Up 17% as Preliminary Q4 Sales Beat Expectations

Core Insights - Amarin's shares increased nearly 17% following the release of preliminary sales numbers for Q4 and full-year 2025, which exceeded expectations [1][6] Financial Performance - Preliminary total revenues for Q4 2025 are expected to be between $48 million and $53 million, surpassing the Zacks Consensus Estimate of $43 million [3] - For full-year 2025, preliminary total revenues are projected to be between $212 million and $217 million, above the Zacks Consensus Estimate of $207 million [3] - The company achieved positive cash flow in Q4 2025, earlier than the previously expected timeline of 2026 [5][6] - Amarin ended 2025 with approximately $303 million in cash and investments, an increase from $287 million in Q3 2025, and remains debt-free [5][6] Cost Management and Restructuring - Restructuring costs for full-year 2025 are expected to range from $37 million to $40 million, up from the prior estimate of $30 million to $37 million [4] - Amarin has achieved approximately 50% of its planned $70 million operating expense reductions, with full benefits expected by June 2026 [4] Market Expansion - Amarin signed an exclusive long-term license and supply agreement with Recordati to commercialize Vazkepa in 59 countries, primarily in the European Union [7] - The company has established partnerships with seven experienced partners, providing access to nearly 100 markets [7] - Vascepa/Vazkepa is approved in over 50 countries and is protected by patents in Europe until 2039 [8] Stock Performance - Over the past year, Amarin's shares have risen 48.6%, compared to the industry's growth of 19.2% [5]