Amarin Corp Plc (AMRN)

[anfla]

There are no composition of matter claims - that’s obvious because it’s the same composition as Epadel.

They have some method claims for preventing oxidation, but obviously they aren’t required to make an FDA approved generic. In fact, Thero stated that some of the suppliers have patents for their own specific manufacturing scheme.

Obviously, the generics found suppliers not held by confidentiality agreements with Amarin to make their validation batches for FDA clearance. Now we have no idea how much supply they have - probably not that much. We also don’t know the terms of all the agreements with suppliers for Amarin. Thero seems to think they have a very strong hold on international supply, but we don’t know those details since the agreements are confidential.