Amarin Corp Plc (AMRN)

[HDGabor]

o-

The problem as I see it is if they are not buying all the inventory from the suppliers, does that leave the suppliers open to selling to the generics? It does seem that generics have been able to ramp up supply faster than expected. Is it because AMRN has left supply available for the generics and if that is the case, does what happened in the first quarter accelerate that outcome?

"Faster than expected" by whom ...? I do not think (see) that Amarin's contract and / or purchase has any effect on gV sales.

(Sorry, I will not search the exact post but) Somebody recently posted that a non-Amarin API provider - supplies to 2 generic - will (plan to) increase the existing 100 t capacity. 100 t capacity is equal with app. 833k scripts (16k/week). Meanwhile it is more or less the current script# of the 2 gV.it is one, non-Amarin supplier only (which will extend the capacity).

So to lock something that is not necessary for somebody else (and you could not sell) is not to wise ...

The issue - acc. to me - is not the market share of the gV but the size of the market. More than 3 years after the R-IT the total scrips (V+gV) is slightly above 100k ... the total segment (inc. gL) 160+k ... if something is really different than the expectation, it is it.

Best,
G