When NDA is filed, in 3-4 years from now. It will be for severe trigs. For which vascepa is not even indicated. Get a clue.. Second, the cost of that drug will be huge, they will likely for that reason stick with the 100k patient-base in the severe setting, beacuse thats where they can sell it.
It''s likely going to target a small subset of AMRN's target patients, it is injection only which limits it's use right away and then add in some of the likely long term side effects based on similar drugs and it will more likely be used in extreme cases to bring extreme trigs in line, at that point, they would switch to Vascepa, They may even so both in combination since AMRN has no side effects. It is not really a direct competitor, more an add on treatment for certain cases.
Really? We still don't know about the SIDE effects of this gene therapy....like .... what other genes are shut off
We know (maybe you don't) that genes work in groups. You can't just shut down one single gene that controls TGs. Usually, tens or even hundreds of genes are involved in controlling a process. Phase III studies still need to be conducted and SUCCEED in showing efficacy and safety and that is only for the ULTRA high TG levels anyway. This is all pie in the air for at least the next 3-4 years IMJO, but yes it definitely does affect AMRN stock price today!