Amarin Corp Plc (AMRN)

[HDGabor]

N-

If we win the Health Net suit I think it will change how insurance companies cover skinny label drugs.

Yes ... if necessary at the given insurance ... and is not necessarily as you think.

Health Net is in trouble because of their PA form. They could
(i) use the same PA form and do not substitute V with gV for CV
(ii) use a new PA form , that is not detail the reason - HTG or CV - and substitute V with gV
(ii) no PA and substitute V with gV

Hikma is a bit harder to prove

Not harder ... impossible. Until Hikma do not promote the CV part they are not responsible for the usage. Market share, total sold#, etc. do not matter ...EOS.

Looks like the "siting point" (position) determines the standpoint ... I do not remember that anybody had any complain that the FDA did bot sue Amarin when V was used - large % - off-label, for CV, meanwhile it was not approved for that indication.
gV off-label use is "exactly" the same situation ... none of them - Amarin and generics - promoted off-label use ... they were / are not responsible for off-label usage.

Best,
G