Amarin Corp Plc (AMRN)

[smarterer]

Yes … but they have an agreement in place with TEVA
- they could launch gV by 2029
- they could match / compete with Amarin's price … which will be significantly lower after launch of gV

G,
Appreciate your thoughts here. Acknowledging the agreement with TEVA which will likely introduce real competition. Do you know how additional patents for new methods ad uses would affect that agreement? I was thinking the agreement covered existing uses, which are pretty limited, and likely REDUCE-IT outcomes, since the trial was nearly complete at the time of settlement, and I'm sure TEVA wanted those applications included in the deal, too.

I realize that new applications could still end up with gV prescribed off-label, to save $$ over using V, so still an inhibiting factor in terms of price. Which still brings me to volume approach: as first out of the gate, with contractual relationships tying up most existing EPA supply, wouldn't AMRN create a significant barrier to entry for most generic manufacturers? Or do you think that the supply will be easily expandable at that point, and generics will have the same effect on V sales as they have had on Lipitor?