Amarin Corp Plc (AMRN)

[Ajax133]

sts66: Au Contraire. By the time the PBM's extract their significant discounts, ( GILD discounted its Hep C cure
over 43%, because ABBV got an exclusive from Express Scripts
which took GILD's far superior drug off formulary) We are
in a new price war paradigm, and at the end of the day the
far newer PCSK9 drugs will be just a bit more than statins.
They are so far superior to statins that Cardiologists will
insist on prescribing them and patients may have a slightly
higher co pay, but they'll all be covered. When Express Scripts
did the ABBVE exclusive deal, they discounted the Viepak 50%.
Still GILD's Harvoni is dominating the Hep C space with 85%
market share. Great new drugs will take a big price haircut,
but still be dominant in market share. PCSK9 drugs will
dominate the Lipid market once they are all up and running.
REGN, and SNY paid $67M for the voucher to get first mover
advantage over AMGN, and only by 4-5 weeks.