sts..
"And the company will also have established the legal principle that anyone else selling fish oil can make a similar claim without paying for the trial."
If R-I fails, then we go back home and dig our graves.
If (when) R-I succeeds, things will be a little bit different than this fellow imagines. First of all, Amarin's success is very likely to change the dynamics of the n-3 market. Something I hope Amarin is contemplating even as I sit here typing. Fish oil is not something that can be produced in a lab using basic ingredients. The mixed dyslipidemia/ T2DM market is greater than 35 million in the USA alone..Supplying 10 million patients with 4 gms of EPA/day would require the 15% of the annual world supply of "fishoil". To meet 100% of the USA indicated demand will require 50% of the world's harvest. Also understand the supply has been dwindling in recent years.
Second of all Vascepa may be processed from fish oil, but it is not fish oil, in the sense that willow bark is not aspirin, nor green mold penicillin.
The plain truth is that if Amarin is wise and prudent it should be very difficult for generics, dietary supplements or anyone to give them a run for the money. The market for V will be of such enormity, that Amarin should be able to decrease their margins down to such a razors edge that it will be difficult for anyone too compete with them just on a cost basis. DSs still have to provide 4 gms of pure EPA and with Amarin controlling vast production capability, generics and DS may not be able to match Amarin's prices. It is clear that alternate sources of EPA must be developed..I am current researching alternate EPA sources.
Also remember that if R-I is successful Amarin will not have to worry about third party payers, so cost to the insured will be less than any DS...
":>) JL
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