Amarin Corp Plc (AMRN)

[Will Lar]

sts66 - both agree and disagree.

I agree with you that Amarin shouldn't own the supply chain for the last ten years and for the next 3 years or so or until it reaches multi-billion sales.

I disagree with you on Amarin or its acquirer on ever owning the supply chain when Vascepa becomes a blockbuster. IMO owning the supply chain can 1) serve as another moat for protecting its sales; 2) give more control of production, both of which are important for BPs.