Amarin Corp Plc (AMRN)

[Will Lar]

Jasbg and Rose -

"largely" to me (and you) means the standard deviation is big. It's understandable because DS products don't have as a stringent quality check and assurance process as drugs.

I don't want to spend more time on the oxidation discussion than what I have already done. As an investor, I am happy that you all think Amarin has a better capsule. Amarin needs every bit of differentiation they need. Kudos to the company. However as a scientist (or at least used to be), I will take whichever is cheaper - Vascepa or a 98% EPA drug in a non-Amarin capsule (before the expiration date). To me, they're essentially the same.

One last comment on this - Vascepa needs a lot of marketing dollars and efforts to truly stand out because the differentiation is elusive. Hence it needs to be sold by a party with deep pocket and a companion drug (i.e., statin) so it can sell one at low margin to improve the sales and margin of the other.

I won't comment on oxidation anymore. Have fun.