Amarin Corp Plc (AMRN)

[Pharmacydude]

Laurent
I suspect Amarin filed patents based on CardioLink-9 as well as several phase 1 and preclinical studies by Preston Mason etc. If ECLA proves V to be effective in treating Covid then the FDA would grant approval for IPE as an approved drug for the indication of treating Covid. The 3 years exclusively granted by the FDA for cvd has been completely meaningless so why would FDA exclusively be any different for Covid? I don’t know if it would be exclusive to Amarin but the point would be irrelevant. The generics currently sell as much as they can produce. Creating additional demand with a new indication would not change the generics API supply problem, it may even make it worse. The other issue is that the Covid demand would be primarily ROW where generics can’t sell at all.
Covid dosing is unique: 8gm/day x3 days then 4gm/day for 25 days. Amarin could develop a specific Vascepa-Covid package of 124 capsules with explicit Covid dosing which could create hurdles for generics in the US. Docs would prescribe “Vascepa-Covid pack, take as directed, qty 124”. Hard for anyone to argue VHTG indication- but I’m sure HealthNet wouldn’t cover it.
Bottom line: I don’t think generics will matter at all if V cures Covid- it will be a question of Amarin’s ability to supply demand