Amarin Corp Plc (AMRN)

[Whalatane]

Mateo. My understanding is that a settlement can be over an agreement for early entry. ....you can't" pay to delay " ...altho there may be some small payments to cover legal fees etc .

An economic argument to be made for settling ...altho it would be very difficult to achieve.

The economic argument would go something like this. AMRN cuts back on marketing ( dramatically reduces DTC spend ) and only keeps sales force in place as long as they pay for themselves ........and sales roughly flat line until the judges decision .

If the generics prevail they win an undeveloped market ...thats likely to be split within 1 yr among several players . Alternatively Hikma /Dr Reddy can agree to delay entry for X number of years provided AMRN maintain it's sales force and proposed $70 m ( roughly ) annual DTC campaign to build out the market .

During this time AMRN would run cash flow positive to recoup some of the costs of R-IT
As part of this agreement AMRN co operates with the Hikma / DR in establishing API supply lines for when they enter etc.

So the advantages of this kind of agreement ...CAD patients benefit in the US as more get on Vascepa due to expanded marketing . AMRN recovers some of the cost of R-IT and the generics eventually take over an already established market .

This is just a " thinking out loud " exercise ....
Kiwi