Amarin Corp Plc (AMRN)

[Will Lar]

The production of fish oil for use in FDA-approved drugs and dietary supplements for human consumption represents less than 1% of fish oil use.

Quote from Amarin's collateral. Thanks for sharing Atom.

Lovaza, Epadel, Vascepa and Epenova (probably a couple of minor ones) are the handful # of drug grade "fish oil" products. Except for Lovaza with $1B sales, the others are still "small" in sales. However if the new labeling is garnered, then Vascepa (and likely Epadel) sales will shot up by N fold (pick your favor number). That means N% fish oil production will go to pharmaceutical.

Calling the supply chain expert on the board - for an industry of that size, isn't a change from 1% to 2% re-allocation of raw material concerning disruption of the industry?