Amarin Corp Plc (AMRN)

[HDGabor]

K-

if U go thru the formularies, most have GV at a lower tier then brand V …. Except Kaiser which has both at Tier 2

On Medicare U can’t use the coupons ( correct if wrong ) and most on V will IMHO be on Medicare.

I did not go thru ... did you? But let's assume Amarin did ...

As of March 31, 2022, through our offerings designed to be competitive with the current market landscape, we expanded coverage to approximately 45% of the total commercial and Medicare Part D lives on a weighted average basis, with VASCEPA as the exclusive IP product.

To the other topic:

Germany will want a lower WAC cost then Sweden

So we could assume that it will be higher than the US WAC (since Sweden is $180 vs (old) US $130/135). So how the higher - than US - WAC will be resulted in a lower margin ... You wrote:

The UK / EU will demand AMRN lower their WAC cost to gain access to these markets

This will mean lower margins ….

Best,
G