Amarin Corp Plc (AMRN)

[Number sleven]

MNB, It is my opinion that if Hikma had the supply they would try to take the entire market. I do not believe that they are intentionally stealing only a small percentage of the market for legal reasons. I base this opinion on information that has come to light since the Hikma launch on November 5th. On the last earnings transcript the CEO of Hikma admitted the supply problems. For whatever reason I can't find evidence that they have had any success in fixing this problem. BASF had IPA to sell. Why didn't Hikma contract them as a supplier? Teva discontinued their gv program. Could this have been because of supply issues? Dr. Reddy's has yet to launch. Why? Once again signs point to a lack of supply. Hikma and Dr. Reddy's have a contact with the same supplier. I do not have proof positive that supply issues are the primary cause of Hikma's flat prescription growth or the absence of commercial launch by the 2 other generic companies. Evidence is growing.
Sleven,