Saturday, November 21, 2020 9:44:29 AM
By the way, the fact that teva not ordering anything from the Chinese supplier is very interesting. They have a deal with amrn already? But not in effect yet?
How limited of the supply? Hard to measure, playing evil, even if they way passed 10% of amrn rev, they can argue they are growing marine market, not infringe reduceit usage, it will be hard to prove one way or another. Just like last week, they only did 4K script, amrn lost 10k, gL no change, what happened? My guess 1) some of V got switched, 2) some patients is waiting for gV as pharmacydude said, and 3) some patients got scared away by higher copay because of tier change. Side note, we cannot expect every patient to be fully aware of the situation, and fully educated of quality, etc; just educating patients (a easier task imo) about reduceit result seems like a mission impossible already. So the damage Hikma did was more than what they sold, like a treble damage (guess that is why you can sue for treble damage).
Recent AMRN News
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