Amarin Corp Plc (AMRN)

[sstyles]

Yes thank God we will have regulatory exclusivity.

I guess this puts further onus on hurrying up and getting approval in Europe before this goes into effect but we should be fine based on our regulatory exclusivity. Moreover, hard to see this being applied ex post facto to those drugs already approved but could impact new drugs if and when passed.

The flip side is that it could be a bonus to those who have drugs with a long exclusivity period like ours. Making those drugs with long tails more valuable if newer drugs seeking approval in Europe get curtailed with a shorter patent window.

In short, we could benefit from such policies because we have a drug with a long exclusivity period while other patented drugs are facing a shorter window. This could help our valuation to a BP.