Amarin Corp Plc (AMRN)

[CaptBeer]

$AMRN Let’s SIZE-UP the Big-5 Market. We’ve been told by KM and others that the European Market is as big or bigger than the U.S. If we use the CVD Prevalence Statistic as shown here for the Big-5 countries vs. the USA, we can see that a Potential Patient Population (PPP) is very similar.

Now let’s add in these facts:

1.VAZKEPA will have 10 years of exclusivity. No generics, No Lovaza, No Fenofibrates

2.Pricing will be very near what Germany will be ~$240/30-day Rx

3.Single Payer Systems will be nearly 100% compliant and will eliminate corrupt insurance siphoning.

4.Prescribers in Europe are dependent upon their country’s Health Care Systems for research, development, and education on the uses of new drugs. DTC advertising (which is very expensive in the U.S.) is not allowed, but it’s also unnecessary because doctors are better connected tp information clearinghouses.

So, how about your Jack-Ass Analysts out there (Paul Choi etal.) start valuing $AMRN accordingly?