Amarin Corp Plc (AMRN)

[Whalatane]

Bill. thx for that link

Essentially, Nissui can't begin shipping its EPA until Amarin's Vascepa sales have surpassed $1bn, which may take time given Amarin's limited sales force.
Existing EPA Suppliers for Amarin Take Priority: At the AHA conference, Amarin's CEO John Thero said that his company would stick with existing suppliers for the meantime, as they have "worked hard" to build up capacity ahead of the favorable "Reduce-It" trial results announced.
This is more evidence that Nissui will only begin a supply agreement after Amarin has used up its $1bn worth of EPA supply in its current supply base.

So this essentially means that the generics have a source of API ...unless AMRN has a contract with them stipulating that they can only supply API for drug use to AMRN ...which is unlikely.

One less reason for the generics to settle

Regarding Souths very detailed post ....isnt one of the restrictions in the appeal the following ....Arguments NOT presented by a party during the trial are deemed to have been waived ....so while Souths arguments have merit ...we may not be able to use them anyway .


Kiwi