Amarin Corp Plc (AMRN)

[dukesking]

Lizzy, Yes, we agree JT has a plan for an AG but hasn’t specified when he will launch. JT never said that Hikma and Reddy don’t have enough supply, he said that supply limitations could restrict generics to a limited launch. I believe they have access to enough for the entire Marine market and some of the CVD market by 2021. I believe Hikma will launch soon and we’ll find out how JT counters that move. Too many variables and unknowns to guess. I’m unaware of the AMRN stockpile that’s building at one of their suppliers but I’ll assume it’s to cover Vascepa and or AG for the US and for the launch in EU. It has a theoretical 5 year shelf life so they may have to adjust future purchases to offset any oversupply. I’m not concerned. IMHO.