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Re: HDGabor post# 194648

Saturday, 06/01/2019 10:04:38 PM

Saturday, June 01, 2019 10:04:38 PM

Post# of 427728
Dancing- Lots of brands/industries have limited capacity and allocate widgets between regions or customers to chase margin, market share or geopolitical risk reduction. Flip side to reducing costs and risk, by having more than one supplier. The biggest and best market will get the first and largest product allocation. Leveraging regions or internal sales allocation battles to various wholesalers and markets...normal business problems. AMRN wouldn’t only want CVS insurance coverage. They’d want Kaiser, too. EU and US— same idea.

HDG - yeah, we talked about that before on UAE, MEX and Canada in terms of market size. I also assume like you guys that generic Lovaza producers could be induced to make some plant upgrades to elute EPA >95%. Maybe when that time comes like HerbieRay says, in 2023 when sales rock and roll. ;-D

On Pronova - known for filing lots of patents, keeps R&D busy...anyway I posted earlier this year when they lost in court one of their patents for an acid wash step because it was obvious and known in the prior art. Interesting, didn’t know that back in 2014 BASF refunded AMRN 3 mil or as LarryBird said about Lars’ family connection.



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