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Re: sstyles post# 198446

Wednesday, 06/26/2019 1:19:38 PM

Wednesday, June 26, 2019 1:19:38 PM

Post# of 426487
Sstyles, take a look at my krill post #150808 from Oct 2018.

It's probably fine if you're thinking of it as a momentum play. I'd get out before the hype bubble pops.

My thoughts:

- Capre will show some efficacy
- greater bio-availability of PL form will be more than offset by DHA and other fatty acids diluting the mix
- seems EPA is about 8x better than DHA for improving certain biomarkers of inflammation
- Capre will be hard-pressed to achieve blockbuster status because of limited volume of krill and their PL form of EPA's effects masked by other bioactive ingredients in mix.
- AMRN because of first mover advantage, if their sales warranted it some many years down the line, could form a supply consortium and utilize the EPA in krill (convert from PL to EE form).

EE form works from a production standpoint b/c of 1) consistency 2) through-put and 3) cost [b/c not taking it back to a rTG form]

Calanus finmarchicus (copepods out of Norway) for calanus oil has been much talked about this year especially making a go of it in the supplement world. It's a wax ester form (think whales or beeswax). See video: calanus oil

I think AMRN has a niche because of limited supply and production capability and that's why I haven't paid much attention to the generic lawsuits. I did read Vu's link to one of the cases - the judge accepted most of AMRN's claim constructions. I'd like to see as Zip suggests AMRN take it to trial, they'd likely win. But, most of these patent cases settle before trial.

It's a volume play as JT keeps saying over and over again. Not so much volume that anyone can enter + tricky to produce yet enough volume to be highly commercially successful.



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