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m-
g-
Exactly.
Best,
G
t-
What they win if they have a "generic" ALSO based on ANDA (?). What is the reason to spend any money to market the same drug by the "same co." with different name for less.
They could decrease the price of Vascepa and be in the same position …
Best,
G
e-
The cited / referred case was different as
Post it as a "Public Reply" not as a "Private Message" …
I will post my view about the US later but in advance:
Please note: My opinion does not count … I am an accountant … as an accountant I opinioned on the inducement, the "Vi?t C?ng" opined on the obviousness … we know the outcome …
Best,
G
So …
The situation is totally different now as of was two days ago … Amarin was divided in two part: US (long-term) and RoW (short-term). This post is about the RoW. (The “next” one will be about the US.)
The current Order
(i) Does not affect Canada, Europe and any other countries where the required indication is R-IT
(ii) China: it is a question mark … the ongoing study is a MARINE study, but required indication (based on the Chinese MARINE study, R-IT study and Chinese regulation) could be the R-IT indication … we will see
(iii) ME / NA: meanwhile no patent suit is exist, the required indication – at least in the approved countries (Lebanon, UAE, Oman) is the Marine indication. It is not the World biggest market but could be in the same position / status as the US (currently).
The most important thing: Vascepa – initial - protection (at least in Canada and Europe) is not based on any patent but by regulatory exclusivity. (The protection due to the R-IT patents are longer … but based on the recent decision I do not want to count on these …)
As US is a long-shot (see “next” post) the question (currently): Is anybody interested in the Row? If yes: how much? (As I did not give a PT ever I will not give it now …)
My view – re. EU – did not changed: it has to be decided in Q2 in one way or the other.
If I were (as run the Co based on US operation is basically out of the picture now): sell the Co as $Y + $xY CVR (for US … due if the patents are re-established).
Best,
G
n-
They do not have to do anything … PVIII is required if you would like carve-out at filing … was not a case here. (It is a case for any ANDA that will be filed in the future).
r-
r-
TheI-
Authorized generics compete with generics on price … no authorized generics is necessary, Vascepa could compete with generics on price.
Best,
G
BB-
r-
t-
Did you read what I wrote? … What is the difference between generics and brand?
generics = drug without R&D
brand = drug with R&D
No generic "by AMRN" (or by other co) is required … or makes any sense.
Best,
G
JL-
v-
b-
Nope … you said:
C-
Nope … it is not in the PACER
Otherwise: It is not a big deal … daily politic only.
Best,
G
r-
Per Amarin on March 16 - Amarin to host investor call Monday at 5:30pm to discuss ACC science…
Amarin to Webcast Discussion of Presented Data March 30, 4:30 - 5:30 p.m., Eastern Time
Looks like IT WAS NOT planned yesterday evening … max delayed by a hour.
SMH ...
Let me know if you want some (hydroxychloroquine) … we have a lot of it.
It could be any day, but one thing is "sure" … AMRN will be halted AFTER the Order / news was released … after it is public …
r-
… I did not think about it … wrote in a seconds when I read your post
I read some excellent - acc. to my view - sentences / memes - (some examples … hopefully I could wording correctly to "pass" the content:
r-
Tell to her: you will do te same ….
Best,
G
T-
T-
I would like to be wrong …. but US (will be):
Total cases: > 600,000
Total death: > 20,000
Best,
G
You does not worth $ 10,000 ...
t-
It is a no brainer … buy AMRN.
Best,
G
C-
I do not think that any relevant (if any). If, it will be something like: we received the 120 days letter … the List of Questions … we will answer.
Best,
G
C-
It is due "After Committee plenary where minutes are adopted" … will be available around "May 23" and will looks something like:
"Co cannot halt the stock before it hits Pacer. They may already know the decision but if it's not on Pacer, then it's not officially public yet and the co can't say anything."
??? Any Co cold request halt anytime ... all halt (due to news) were / will be BEFORE the new became public. This the function of the halt ...