Amarin Corp Plc (AMRN)

[HDGabor]

o-

Sorry it took so long to respond

Do not worry, we have time till Q2 /3 2018

Vascepa / Epanova and (vs) Apple / Samsung (and general)

I see Amarin patent fortress as one of the best in the world. The nature of the product (a part could not be changed w/o create a new product) require only one patent to keep away the same product (generic V) ... the high number of patent keep away the similar products also.

If Samsung would use different design, no case exist, meanwhile other part of the product remains untouched and the functionality won't be changed.
In case of Epanova if they change the composition (increase LDL by more than 20%) they will create a new product requires new NDA / FDA approval ... so I do not think that A vs S example applicable here.

Meanwhile AZN behavior / approach is still a mystery for me, I could not figure out any other reason than V's patent is valid as a reason of no Epanova marketing exists. I more than welcome any (real, logical) view: why they are keeping a $400M+ product in a wardrobe w/o launch for years. The "supply issue" sounds like a BS (what type it could be after 3 years).

Best,
G

ps.: To avoid doubt, it isn't an intent to show you the errors in your thinking, but a different / my view