Amarin Corp Plc (AMRN)

[Jeffkad]

What if Generics win? How does AMRN compete? Since we’re waiting on pins and needles for the trial to end and a decision rendered, I thought I’d throw out an interesting hypothetical question to our illustrious board of experts: what does the financial picture look like for AMRN if they actually lose the case and generics are free to produce V? Can (or does) AMRN price V as cheaply as a Hikma/Reddy? What might that price be (assume Hikma/Reddy manufacturing costs will be same, no?)? Can AMRN lock up enough supply to impact generic production costs? What benefit (other than label) can AMRN/V offer that generic makers cannot match? Ultimately, how much of the market can/will AMRN capture, and what would their rev/profit picture look like (and market cap/share price)?

Let’s stir the pot. Thoughts?