Amarin Corp PLC (FRA:EH3)
€ 12.3 +0.20 (+1.65%) Market Cap: 257.93 Mil Enterprise Value: -10.25 Mil PE Ratio: 0 PB Ratio: 0.68 GF Score: 58/100

Q4 2025 Amarin Corporation PLC Earnings Call Transcript

Feb 25, 2026 / 01:00PM GMT
Release Date Price: €11.8 (-10.61%)

Key Points

Positve
  • Amarin Corp PLC (AMRN) achieved a significant reduction in operating expenses and generated positive cash flow earlier than anticipated in 2025.
  • The company maintained a debt-free balance sheet with an ample cash balance as of December 31, 2025.
  • Amarin Corp PLC (AMRN) established an exclusive long-term partnership with Record Addi to commercialize VASCEPA across Europe, enhancing its international commercial strategy.
  • VASCEPA retained clear market leadership in the US across all icosapent ethyl products, both branded and generic, maintaining major managed care exclusives through 2025.
  • The company secured regulatory approvals in South Korea and Singapore, with plans to launch in these countries, expanding its global presence.
Negative
  • Total net revenue for the fourth quarter of 2025 was $49.2 million, a decline from $62.3 million in the same quarter of the previous year.
  • US sales declined by 7% due to a decrease in net selling price driven by proactive pricing to align with market dynamics.
  • Rest of the world revenues decreased to $3.1 million from $11.9 million in the fourth quarter of the previous year, impacted by prior stocking orders.
  • The company faces ongoing pricing pressure in the US market due to the presence of generic competitors.
  • Amarin Corp PLC (AMRN) anticipates revenue variability quarter to quarter due to the scale of operations and the structure of partnership agreements.
Operator

Welcome to Amarin Corporation's conference call to discuss its fourth quarter 2025 financial results. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. (Operator Instructions) Please note this conference is being recorded. I would now like to turn the conference call over to Devin Sullivan, investor relations for Amarin.

Devin Sullivan Amarin Corporation PLC;Investor Relations

Thank you for your time and attention this morning as we discuss Amron's 2025 fourth quarter and full year financial results. On the call today are Aaron Berg, President and Chief Executive Officer, and Pete Fishman, Chief Financial Officer.

Other members of the senior management team will be available as needed during the Q&A session that will follow these prepared comments. Turning to today's agenda, Aaron will provide a state of the company, and Pete will walk through the numbers.

Before we begin, I'd like to remind everyone that today's press release is available on the investor

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