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Re: None

Tuesday, 03/31/2020 9:07:37 PM

Tuesday, March 31, 2020 9:07:37 PM

Post# of 425927
Playing Teva off the other generics and AMRN's options RE generics and persuading them to accept a settlement (I'm not sure if this is legal RE antitrust).

AMRN will initially control most of the supply and probably the lowest cost supply... SO in the event that either Hikma or Dr Reddy enter the US market AMRN could theoretically also allow in Teva (waiving their settlement) AND offer to supply them at a lower cost in return for a small royalty on their own pills.

This should make it almost impossible for Hikma and Dr Reddy to compete against Teva in the generic space.

AMRN could plausibly threaten to do this and get Hikma and Dr Reddy to accept a settlement for say 150 million dollars.
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