Amarin Corp Plc (AMRN)

[jessellivermore]

It's somewhat complicated but understandable..We have winners and losers..

Winners are Teva and Amarin... Losers are Reddi and Hikma..

Teva made a good decision taking a settlement..They understood the generics would only be getting the Marine label (if anything) and not the R-I label.

So if Teva owns the rights to gen Lovaza and Lovaza had the same label indications as the Marine label..Then Teva would be able to sell gen Lovaza as a cheaper alternative to Marine Vascepa..Cheaper would mean Gen Lovaza would always dominate Marine Vascepa..So it would be Teva dominating Reddi and Hikma...Too funny..

Amarin would have the REDUCE-IT label for Vascepa for which there is no alternative. And only Amarin would have that market unless another patent trial could prove all of Vascepa's CVD patents are obvious and that will never happen since nobody predicted Vascepa would cut CVD risks including death and strokes in the twenties range..

The R-I indication is completely divorced from the Marine indication and the Reddi and Hikma are going to have a very difficult time trying to horn in on the R-I label..I'm predicting that both Reddi and Hikma will settle..

":>) JL