Amarin Corp Plc (AMRN)

[Dancing in the dark]

i believe at some number of generic icosapent ethyl prescriptions filled it becomes obvious infringement on reduce-it IP must be occurring. why? because there are so few people with triglycerides > 500, many of who would never get a Rx. Also, a percentage of those persons will ALSO meet criteria for reduce-it indication.

this scenario must be a very uncomfortable one for generic manufacturers. why? because their business model is to endeavor to convert branded drug Rxs to their own manufactured generic alternative (as many as possible). but in this case, at a certain point, they convert too many and become susceptible to successful infringement claims and potential treble damages based upon the lost branded vascepa sales.

meanwhile, if amarin continues branded vascepa marketing to increase Rxs and the generic manufacturers successfully convert branded vascepa Rxs to generic icosapent ethyl, amarin is in effect accelerating just how quickly the generic manufacturers become reduce-it IP infringers.