Amarin Corp Plc (AMRN)

[ilovetech]

READ AND CONSIDER: https://www.mic.com/p/pharmaceutical-companies-limit-competition-from-generic-alternatives-by-producing-their-own-new-report-says-18561773

I would love to hear just "one", not "two" arguments, as to why Amarin wouldn't solve all it's problems with launching an Authorized Branded Generic.

- Only Amarin is positioned to launch immediately.

- As first to market, Amarin has control of the market price

- Amarin has the scale and commitment capacity to satisfy upfront IP contracts to negotiate superior cost of goods. Amarin has built IP relationships and trust over many years.

- Pharmacies will fill the Generic most trusted, tested, known, etc.

- Amarin has potential to divert the $350 million in annual sales we see going to Lovaza.

** This is important - Amarin has complete freedom to sell into Marine & Reduce-it. Amarin's immense market size, limitless I should say, allows Amarin to adjust pricing as needed to deter copycat Generic's. Amarin is a "volume play." Size not margin favors Amarin's business model.

Barriers for GENERICS:

- Generics acting individually in negotiations with IP suppliers are hamstrung by factors that are insurmountable: Upfront commitment guarantees would have to dwarf Amarin's scale. Generics supply level commitments must be tied to consideration of the size of Marine, and also, must be mindful that other Generics will sell into the same indication.

- The nature of the raw material needed to produce GV is inherently very complicated, which makes sales forcasting and planning highly prohibitive, and especially doomed to fail without any differentiating advantage.


- Without "differentiation, Consumers will not switch from a trusted brand to a "delicate" product. Using effective messaging, the Brand can exploit the nature of production and sourcing to raise doubt in consumers minds to fear buying an unknown commodity.

- Generics must know that they're getting themselves into a race to the bottom sh*t show!

The truth is, I can go on for days here. By withholding now, Generics can enjoy a brighter future, with a pie big enough for everyone, instead of uncertain crumbs they're reaching for now.

WIN WIN!

JMHO
ILT