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Re: ziploc_1 post# 241835

Friday, 01/17/2020 8:54:16 AM

Friday, January 17, 2020 8:54:16 AM

Post# of 428717
z-

demonstrates the intention of the Generics to have Docs infringe by inducement.

As I quoted

"inducement requires evidence of culpable conduct, directed to encouraging another's infringement, not merely that the inducer had knowledge of the direct infringer's activities." DSU Med. Corp. v. JMS Co., 471 F.3d 1293, 1306 (Fed.Cir.2006) (en banc).

Intension without inducement (by the label) does not matter

The Generic's reason for their showing their slide , predicting $700 million revenue,...at the JPM meeting

To you … and to all: Our disclosed Generics Paragraph IV pipeline

Current US market size ($ m) 1

1 IQVIA US MAT October 2019

(i) it is not a revenue for Hikma but the total market
(ii) it was not calculated by the Generics but by IQVIA
(iii) it is not a projection / prediction but a fact (current market … past period)
(iv) MAT is Moving annual totalover the course of the previous 12 months. … aka October 2018 - September 2019 (or November 2018 - October 2019)
(v) $752M is not a Net Revenue but a Gross Revenue … calculated from prescription and WSP ($300+) … and again: by IQVIA
(vi) At the time of IQVIA calculation - October 2019 - the label was MARINE only … no question that the majority of the market belongs to off-label usage but "officially" it is a market size with MARINE label (at October 2019 … and MAT)

Best,
G

"There are some things money can't buy. … For these, there is AMRN."

Disclosure: I am long with this stock. I wrote this post myself, and it expresses my own opinions (IMHO). I am not receiving compensation for

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