Amarin Corp Plc (AMRN)

[HDGabor]

D-

7,300 tonnes of API ... could amarin get the entire annual production of the 6 largest production facilities allocated to only 96%+ EPA? (no more lovaza)

if this is close to accurate, why file for approval in the near term in the EU when US consumption could max out that capacity?

It isn't a fact based professional answer - I leave it for SK - but some thought:

- if US max out the full capacity then the China / Canada / ME&NA contracts are worthless …
- if the demand will increase (it will) … the supply will follow. Low concentration API supplier will change profile, upgrade the facility (an upgrade - more likely - could be faster than build a new facility)

It will be really fun when Amarin has this issue only

Best,
G