Amarin Corp Plc (AMRN)

[JRoon71]

Good post, Retinadoc.

I have thought about something along these lines in the past.

If Amarin were to make a deal with Teva, they could supply Teva with their OG Vascepa API (versus the crap that the generics are selling now). This would do several things:

1. Allow Amarin to go back to larger purchases from supplier, getting better terms.
2. Allow Amarin and Teva to market the fact that ONLY they have they "Real" API.
3. Allow Amarin to start marketing the U.S. again (and possibly Teva?).
4. Possibly...make a deal with Teva to make sure they are sticking to their MARINE indication for the time being.
5. Allows Teva to potentially undercut the other generics on price (and definitely quality), and potentially make deals with insurers.

Yes, we are essentially acquiescing to generic competition, but that horse has already left the barn. As we have said many times, better to have 60% of $2B than 100% of $400M.