Amarin SEC Filings

Amarin Corporation plc reported Q3 2025 results. Total revenue was $49.7 million (up from $42.3 million a year ago), driven by product revenue of $48.6 million and licensing and royalty revenue of $1.1 million. The company posted a net loss of $7.7 million, a significant improvement from a $25.1 million loss in Q3 2024, as operating expenses declined, particularly selling, general and administrative costs.

Gross margin was $22.2 million on cost of goods sold of $27.5 million. Amarin recorded $9.4 million of restructuring expense in the quarter and $32.2 million year‑to‑date tied to its June 24, 2025 global restructuring plan associated with its Recordati agreement, with expected total charges of $30.0–$37.0 million, substantially all cash.

Liquidity remains solid with $122.8 million in cash and cash equivalents and $163.8 million in short‑term investments as of September 30, 2025, and no outstanding debt. Year‑to‑date, revenue was $164.4 million and net loss $37.6 million. U.S. product revenue led the quarter at $40.9 million, with Europe at $4.1 million and Rest of World at $3.6 million.

Amarin Corporation plc furnished a Form 8-K announcing it issued a press release with financial results for the three and nine months ended September 30, 2025 and 2024.

The press release is included as Exhibit 99.1. The information is furnished under Item 2.02 and is not deemed filed under Section 18 of the Exchange Act, except as specifically incorporated by reference in future filings.

Amarin Corporation plc appointed David Keenan, Ph.D., 58, as Executive Vice President and Chief Operating Officer, effective October 17, 2025. He previously served as EVP, Technical Operations and President of Europe, having joined Amarin in May 2022 to lead manufacturing, supply chain, technical operations, and quality.

The company stated there is no change to Dr. Keenan’s compensation with this appointment. Amarin also disclosed there are no arrangements or understandings tied to his selection, no family relationships with directors or executives, and no related party interests requiring disclosure.

This Form 4 reports routine equity activity by Amarin Corp. (AMRN) SVP & CFO Peter L. Fishman on 1 Aug 2025 following the 1-for-20 ADS ratio adjustment implemented 11 Apr 2025. Fishman acquired 312 American Depositary Shares (ADS) upon the partial vesting of 2022-granted RSUs (transaction code M). To cover withholding taxes, the company retained 160 ADS at an imputed price of $14.52 (code F). After the net settlement, Fishman’s direct holding stands at 3,988 ADS (≈79,760 ordinary shares).

The RSU grant originally comprised 1,250 units vesting in four equal tranches from 2023-2026; the 2025 installment is reflected here. No open-market buying or selling occurred, and no derivative positions were closed or written. The filing signals continued insider ownership but is operationally neutral with no implications for Amarin’s fundamentals or guidance.

On 26 June 2025, Amarin Corp. (AMRN) President & CEO Aaron Berg filed a Form 4 detailing routine executive-compensation transactions.

• 75,000 American Depositary Shares (ADS) were issued upon the automatic conversion of vested restricted stock units (code M).
• 38,363 ADS were withheld by the issuer to satisfy tax obligations (code F), leaving a net increase of 36,637 ADS.
• Berg’s direct ownership after the transactions stands at 80,714 ADS.
• New equity awards granted on the same date include:
  • 37,500 stock options with a strike price of $15.90, vesting 50 % after one year and the remainder 18 months from grant.
  • 75,000 RSUs that vested immediately.
  • 12,500 RSUs vesting in two equal instalments—first anniversary and 18 months post-grant.
• The filing reflects the 1 ADS = 20 ordinary shares ratio change implemented on 11 April 2025.

No open-market purchases or sales were reported; the activity is compensation-related and does not materially affect Amarin’s capital structure.

Amarin Corporation plc (AMRN) filed an 8-K announcing two material events dated 20-24 June 2025.

1. Exclusive European license for VAZKEPA. On 20 June 2025 the company, through subsidiary Amarin Pharmaceuticals Ireland Limited, executed a 15-year license & supply agreement with Recordati Industria Chimica e Farmaceutica S.p.A. covering 59 European countries. Amarin will receive: (i) a $25 million upfront cash payment; (ii) up to $150 million in commercial milestone payments; and (iii) tiered royalties on Recordati’s net sales of VAZKEPA. The contract automatically renews for additional 15-year terms provided Recordati commercialises the product in at least one country before the initial term expires. Amarin retains full rights to VAZKEPA outside the licensed territory.

2. Global restructuring & cost reduction. On 24 June 2025 Amarin announced a restructuring programme, primarily focused on its European commercial operations. Management expects the initiative to trim annual operating expenses by roughly $70 million, with substantial completion targeted by 30 June 2026. The plan will trigger $30-$37 million in one-time charges, almost entirely cash outflows for termination benefits and related costs, to be recorded in Q2 2025 and largely paid by 31 December 2025. The company cautions that actual costs may differ materially from current estimates and that additional expenses could arise.

Strategic implications. The license immediately monetises European rights, provides non-dilutive capital, shifts commercial execution risk to Recordati, and maintains long-term participation through royalties. Simultaneously, the restructuring initiative reduces Amarin’s fixed cost base, potentially improving EBITDA break-even timelines. However, the company relinquishes direct control over a key geography and incurs material near-term cash charges. Future revenue visibility will depend on Recordati’s commercial success and milestone achievement.