Amarin Corp Plc (AMRN)

[oneragman]

OY, do you think the delay can have anything to do with supply? AMRN seemed to imply that supply is currently produced close to full factory utilization. Would a EU partner either now or 8 months out put up a large upfront payment of say $1B with limited supply? If supply is limited, how much revenue is really being lost? With a PR in the US that would open up that market come September, does AMRN project supply issues internally and have decided to manage growth through geographic limitations? Demand, especially at the beginning of having an expanded label, can outstrip manufacturing constraints. It's not like they could handle 5 million patients in 2019 if they had them banging on the door.