)
Amarin Corporation (AMRN) investor relations material
Amarin Corporation Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Transitioned to a fully partnered commercial model internationally, including a major licensing agreement with Recordati covering nearly 100 markets and seven partners.
Achieved significant operational restructuring, targeting $70 million in OpEx savings and incurring $32.2 million in restructuring charges year-to-date, primarily from reducing European commercial roles.
Q3 2025 saw a 17% revenue increase year-over-year, driven by higher U.S. product sales and increased licensing/royalty revenue, partially offset by lower international product sales.
Net loss for Q3 2025 narrowed to $7.7 million ($0.02/share), a significant improvement from $25.1 million in Q3 2024.
Targeting sustainable positive free cash flow in 2026, with ongoing cost discipline and operational rightsizing.
Financial highlights
Q3 2025 total net revenue was $49.7 million, up 17% year-over-year; net product revenue was $48.6 million, up 16%.
U.S. net product revenue reached $40.9 million, a 34% increase, driven by higher net selling price and volume from regained exclusive PBM status.
Europe product revenue was $4.1 million, down 5% year-over-year, reflecting the transition to the Recordati partnership.
Rest of world product revenue was $3.6 million, down 48% year-over-year due to launch timing and supply variability.
Licensing and royalty revenue was $1.1 million, up 149% year-over-year, reflecting higher partner sales.
Outlook and guidance
Recordati expected to fully manage European commercialization by end of 2025.
Expects to achieve sustainable positive free cash flow in 2026, supported by the new global operating model and cost controls.
U.S. net price expected to remain consistent through 2025, with potential for slight decline in 2026 depending on payer negotiations.
Gross margin percentage expected to decline as the partnered model expands, but lower OpEx will benefit operating margin.
Management expects continued variability in quarterly cash flows due to timing of API purchases, U.S. generic competition, and European commercialization efforts.
Next Amarin Corporation earnings date
Next Amarin Corporation earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)