Amarin Corp Plc (AMRN)

[Whalatane]

Why would they want to wait till 2028 ?

If they settled now and AMRN ramped up marketing as they have proposed ....$70m a year on DTC ads etc ......we will probably have a fairly large market in the US by 2025 /2026 .
This is assuming we have wide spread lower Tiers re insurance coverage by early 2021 .....enabling low co pays .

My understanding is that Teva and Apotex can enter 6 mths after Hikma / Dr Reddy ....if they settle or win the appeal. So its not a 1 yr head start.

IMHO marketing is front end loaded until a certain momentum develops ....at which pt the marketing spend is dialed back .
Theres no way I see Hikma / Dr Reddy being willing to settle for a 2028 entry

Kiwi