Amarin Corp Plc (AMRN)

[hamkypamky]

Rather than having a fragmented market between several generic Co's ...AMRN would help Teva dominate ..and get royalties . Just looking at all possibilities ...still want AMRN to win the appeal obviously

There's a big flaw in this argument, which is how exactly will AMRN "help TEVA dominate" unless they already own all the supply (which we agreed they don't).

AMRN wont advertise on behalf of TEVA (because margins from the royalties are presumably low enough that they would swallow any profit from ad spends).
TEVA has higher cost (they have to pay royalties, H&R don't).
Any other generic can come into this space (as they have done for GL). And there are many generics with a lower cost base / hungrier than TEVA and willing to sacrifice margins. Generic market is all about $.

Yes something is "better" than nothing. But the market will still likely be fragmented. Even if TEVA takes the lion share (50%) of the market due to logistics, it still won't be worth AMRN's while to expand the market for measly royalties from that 50%.