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Monday, April 13, 2020 6:10:59 PM
Kuduos for JT
JT marshalling his inner Winston Churchill.
Message: "We will fight them on the land and fight them on the sea and we will never quit...Never..."
Bravo speech pretty much covering A-Z...I especially like most of what he said..But highlight that it is not clear that Generics can beat the brand prices here and that is basically the generics only viable strategy...
Why?? well for one thing Ararin has many markets where the generics can not sell and Amarin can use those sources of revenue to subsidise the USA market..
Sure Generics also have other drug and other markets,,,But is it going make it worthwhile particularly if the generics have to risk selling for the ilegal CVD/R-I label where they are not allowed by the patent decision..I don't know about the wisdom of settling because I am not sure other generics might get the smell of warm meat. But maybe they can and will..It has been my opinion for ten years now, that Vascepa is not an Ideal target for generics,,,But we will see..
JT noted the appeal will not be based on the many disturbing statements and mistakes that Judge DU made...but on legal mumbo jumbo such as how many i's were not dotted and ts not crossed,,,You know the important stuff. But some credit will be given to the fact the judge did not fully understand clinical trials...And it is not altogether obvious Du..knows more about patents than the USPTO..
Meanwhile we do have the European theatre...Where there are an estimated 80 million CVD patients including (I think) T2Dabetics, Plus Canada and possibly China (whatever that means)...
Anyway JT was very convincing and I am pretty sure he was reading off a prompter as he did not have a single Ah...very impressive..Especially nice to hear Vascepa has been up graded to Preferred Brand most likely that is Tier 2 or three...Will wait to see if the price is down at CVS..This might actually help the generics because it would remove gen Lovaza as a generic blocker...but nothing is perfect...
I am pretty tired but think I will sleep well tonight...Best of luck to all you longs..and long term posters...
":<) JL
JT marshalling his inner Winston Churchill.
Message: "We will fight them on the land and fight them on the sea and we will never quit...Never..."
Bravo speech pretty much covering A-Z...I especially like most of what he said..But highlight that it is not clear that Generics can beat the brand prices here and that is basically the generics only viable strategy...
Why?? well for one thing Ararin has many markets where the generics can not sell and Amarin can use those sources of revenue to subsidise the USA market..
Sure Generics also have other drug and other markets,,,But is it going make it worthwhile particularly if the generics have to risk selling for the ilegal CVD/R-I label where they are not allowed by the patent decision..I don't know about the wisdom of settling because I am not sure other generics might get the smell of warm meat. But maybe they can and will..It has been my opinion for ten years now, that Vascepa is not an Ideal target for generics,,,But we will see..
JT noted the appeal will not be based on the many disturbing statements and mistakes that Judge DU made...but on legal mumbo jumbo such as how many i's were not dotted and ts not crossed,,,You know the important stuff. But some credit will be given to the fact the judge did not fully understand clinical trials...And it is not altogether obvious Du..knows more about patents than the USPTO..
Meanwhile we do have the European theatre...Where there are an estimated 80 million CVD patients including (I think) T2Dabetics, Plus Canada and possibly China (whatever that means)...
Anyway JT was very convincing and I am pretty sure he was reading off a prompter as he did not have a single Ah...very impressive..Especially nice to hear Vascepa has been up graded to Preferred Brand most likely that is Tier 2 or three...Will wait to see if the price is down at CVS..This might actually help the generics because it would remove gen Lovaza as a generic blocker...but nothing is perfect...
I am pretty tired but think I will sleep well tonight...Best of luck to all you longs..and long term posters...
":<) JL
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