Amarin Corp Plc (AMRN)

[jessellivermore]

Ray...

The future's not ours to see.

That said, a 40% decrease in CVD risk over and above what statins can do would be a very big deal. Expect it to be an alpha news item CVD being the number one killer. Prescriptions would go up exponentially.

The problem for the company would be to meet the demand. EPA would become a commodity play, and there would be a wide scale search for alternate sources. Currently the company could not meet a demand for 5 million patients and the USA demand could be over 40 million patients. Ten million patients would require 15% 0f the worlds current annual fish oil production.

This would make the issue of generics moot. Amarin could cut margins and still be wildly profitable because the volume is so enormous. Imagine only one major statin company. Amarin could sign up so many refineries that any generic would have a very hard time competing, because their production cost would be higher and the profit margins just not there.

Think of Amarin as a beverage company, CocaCola without Pepsi...

And this is only the CVD benefits..EPA will help many other conditions.

":>) JL