Amarin Corp Plc (AMRN)

[couldbebetter]

Not worried about patents as AMRN has created an exceptionally strong patent wall. As sales of Vascepa grow, AMRN (or BP if they are acquired at some point) will be able to tie-up feedstock for the vast amounts of pure EPA that they will require. This will result in making it much more expensive for generics to compete. With some 40 million people in the US who will be on statin meds by the year 2020, Vascepa will be regarded as a safe and effective add-on by those who prescribe statin meds. I would think insurance companies would rather spend a few thousand dollars a year for Vascepa rather than a multiple of that for expensive injectables. From various posts over the years on AMRN, many with contacts into the world of BP, I think BP will be very interested in AMRN, especially for its patent estate. The health benefits of Vascepa go way beyond CVD, and I'm certain there are those in BP who would like to "capitalise" on that.