Amarin Corp Plc (AMRN)

[Freifaller]

Ok,

wrote this to John - all in all I don´t think, that I´ll ever get an answer but well....he said all the time generating shareholder value and wanted a "hybrid Partnering" in the EU - eventually. Now he has to do a "hybrid partnering" with H&R.


Hi John,

with the generics now able to flood the US market I want to know why you don´t offer Hikma and Reddy (H&R) the following solution.

A hybrid partnering of vascepa in the USA with H&R. All spend money on marketing vascepa and get a part of the revenue, e.g. 60-20-20 (amarin-hikma-reddy). If the generics come to market, prices will be cut between 50-80% of original Vascepa. With the hybrid partnering, amarin and H&R will make much more money as if all of you sell a generic version on their own.

Short calculation:

Hybrid Partnering:
Revenue 2021: 1 billion $ - Amarin get 600 Million $

A Generic Version Comes to market with a 50% lower Price:
Revenue 2021: 500 million $ (half the Price of the 1 billion $) - if you hold a market share of even 100%, you have made 100 million $ less, compared to the hybrid form.

Additionally: H&R have to go back to court and say they withdraw everything and the patents shall be made guilty again, to stop other generics to enter market.

You have been voted „best Entrepreneur of The Year National Award® for Life Sciences“ and you talk all the time about „generating shareholder value“ – we´re close to 4$ right now. Now ACT like the best Entrepreneuer.


PS: An „en banc“ on a Rule36 has a chance of almost 0%. Please stop burning cash on lawyers, accept the defeat and keep business running in the USA. That is, what a great CEO does.

Sincerely,
XYZ