Revenue growth is modest but steady; focus on the Recordati partnership ramp in Europe and potential strategic alternatives. Cash position is strong, reducing bankruptcy risk. Monitor next quarter for sustained revenue growth and progress toward profitability.
Price Chart
Executive Summary
Amarin reported Q1 2026 revenue of $45.1M (+7% YoY), beating the $43.8M consensus, but GAAP EPS was -$0.03, a significant miss vs the $0.17 estimate. Net loss narrowed to $10.5M from $15.7M a year ago, driven by cost cuts. The company reiterated full-year positive cash flow guidance but provided no top-line forecast.
Key Financial Metrics
Key Facts
- Q1 2026 total net revenue $45.1M, up 7% from $42.0M in Q1 2025
- GAAP net loss $(10.5)M or $(0.03) per share vs loss of $(15.7)M or $(0.04) in Q1 2025
- Operating expenses fell 31% to $29.1M, including $3.3M restructuring
- Cash and investments rose to $307.8M from $302.6M at Dec 2025; debt-free
- Reiterated expectation for positive cash flow for full year 2026
Financial Impact
Revenue beat consensus by ~3%; EPS miss of ~$0.20 vs consensus
Risk Factors
- Generic competition for VASCEPA in the US could pressure market share
- European sales transition to Recordati may cause near-term volatility
- Litigation settlements ($3.1M in Q1) may recur
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-188935 |
| Document: amrn-20260429.htm | 0001193125-26-188935 |
| Document: 0001193125-26-188935-index-headers.html | 0001193125-26-188935 |
| Document: 0001193125-26-188935-index.html | 0001193125-26-188935 |
| Document: 0001193125-26-188935.txt | 0001193125-26-188935 |
| 8-K Data (Synthetic) | 0001193125-26-188935 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 28, 2026 5w ago | Press Release | $13.97 $13.25 | ▼ −5.15% | ▼ −5.41% | $12.35 (−11.60%) |
Jun 4, 2026 17w ago | Court Ruling | $13.80 $16.37 | ▼ −18.62% | ▼ −20.00% | $12.35 (+10.51%) |
Apr 29, 2026 22w ago | 8-K | $14.29 $14.41 | ▲ +0.84% | ▼ −5.21% | $12.35 (−13.58%) |
Mar 16, 2026 28w ago | Press Release | $15.42 $14.55 | ▼ −5.64% | ▼ −9.42% | $12.35 (−19.91%) |
Feb 25, 2026 31w ago | 8-K | $14.05 $14.68 | ▼ −4.48% | ▼ −9.72% | $12.35 (+12.10%) |
US Market Status
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