Amarin Corp Plc (AMRN)

[Thonn]

Don't get me wrong... The nuance I make at the beginning is very important: "assuming that the only limitation of generics is supply...".

I agree that under normal circumstances, where generics can produce all the product they want, price cutting can be effective.

In our case, where generics have supply limits, the only thing that prevents them from selling more is that they don't have more product to sell. Does the price reduction work in this case?

If the generics had more product, they would sell it. If Amarin lowers the price of Vascepa only for some insurers, then the generics will continue to sell all the product they have through other insurers.

Actually, the only thing that would prevent generics from selling more product is that there are no more Icosapent Ethyl prescriptions on the market (both new and Amarin), apart from the limitation of supply that there is currently.