Amarin Corp Plc (AMRN)

[alm2]

Kiwi
I agree that when generics launch Amarin either should or would have to stop the costs of funding a build of USA market
The question is whether they stop it right now or not ... saving costs inevitably important ... but so are sales
If sales could be maintained - prior to generic launch at current levels or even increase without advertising / big sales force this may yield good profit to the company - cash in the bank
The assessment of whether they would get a return via increasing sales from further promotion - and for how long ? Is a difficult question to assess
Careful business trading management is absolutely necessary in this balancing time
I am not sure the TEVA early launch / 6 mths exclusivity as a generic is worth that much in an underdeveloped market - only for other generics to come in and split the market even further
Hamoa has made the very valid point that generics usually capitalise on generic drug price undercutting in a well developed market
Why launch if you lose money ?
They will need to be very sure of their profit line here ...

The longer launch is delayed the stronger Amarin should aim to get financially

Another thought ... a developed european /row market would entail diverting supply away from USA ? A higher price could be paid by the selling company ?

Some time ago there was much debate about whether there was enough world wide to create sufficient supply - I recollect 5 billion in sales was the sort of level as being discussed as to total world supply potential

Europe /row should be able to pay a higher price for the drug from supplier to selling company than generics would want to pay for a cheap generic USA supply
Alm